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HealthSherpa Logo

HealthSherpa

4.8
(105)

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Healthcare management plans for ACA organizations

(0)

HealthSherpa Pricing, Features, Reviews and Alternatives

HealthSherpa FAQs

Q. What type of pricing plans does HealthSherpa offer?

HealthSherpa has the following pricing plans:
Pricing model: Free, Subscription
Free Trial: Available

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Q. Who are the typical users of HealthSherpa?

HealthSherpa has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Small Business

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Q. What languages does HealthSherpa support?

HealthSherpa supports the following languages:
English

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Q. Does HealthSherpa offer an API?

Yes, HealthSherpa has an API available for use.

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Q. What level of support does HealthSherpa offer?

HealthSherpa offers the following support options:
Chat, Phone Support, Email/Help Desk, FAQs/Forum

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HealthSherpa product overview

What is HealthSherpa?

HealthSherpa is a cloud-based platform designed to help healthcare organizations of all sizes streamline quoting, enrolling, and client management operations for ACA (Affordable Care Act) under the healthcare law. The platform enables agents to submit applications, follow-up on clients, and track approval status.

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Chat
Phone Support
Email/Help Desk
FAQs/Forum

Training options

Documentation
Live Online
Webinars

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HealthSherpa pricing information

Value for money

4.9

/5

105

Starting from

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No pricing info

Pricing options

Free plan
Subscription
Free trial
Pricing range

Value for money contenders

HealthSherpa features

Functionality

4.7

/5

105

Total features

16

1 categories

Most valued features by users

Activity Dashboard
Third Party Integrations
API
Document Management
Quotes/Estimates
Client Management
Client Portal
Contact Management

Functionality contenders

HealthSherpa users reviews

Overall Rating

4.8

/5

105

Positive reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.47/10
Rating distribution

5

4

3

2

1

86

17

1

0

1

Pros
Easy to find existing applications, love to tool you can now send people to self-enroll. Love the layout of each carrier with benefits.
I also enjoy how easy it is to save your leads and upload documents for clients. I like the ability to maintain the leads and be able to maintain the accounts throughout the year.
It conveniently stores data history and client activity for my records. Customer support is always super helpful when I call in for help.
Cons
I litterally stopped representing the carriers during open enrollment on the Marketplace last year. There were constant conflicts on the individual carrier sites.
Often the password would just quit working for them for no reason, and every year we had a difficult time resetting the password.
Difficult to manage your clients especially when the client is a shopper and changes their choices.

Overall rating contenders

JM
AvatarImg

Jacquie M.

Insurance, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

I LOVE HEALTH SHERPA!

Reviewed 3 years ago

I WAS ONE OF FIRST BROKERS TO JOIN BACK IN 2013??? THIS SOFTWARE IS AMAZING AND ITS FEATURES HAVE SAVED SO MUCH TIME FOR ME THAT IT HAS BEEN A FACTOR IN MY SUCCESS FOR RETAINING AND ADDING NEW CUSTOMERS OVER THE PAST 8 YEARS MARKETING MKTPLC PLANS.

Pros

COMPREHENSIVE SOURCE FOR CLIENT INFORMATION. ABILITY TO INTERACT DIRECTLY WITH MARKETPLACE AND INSURANCE CARRIERS. COMPREHENSIVE HISTORY OF CLIENT ENROLLMENTS

Cons

I HAVE NOTHING NEGATIVE TO SAY. AM VERY PLEASED.

CS
AvatarImg

Cayla S.

Insurance, 51-200 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Health Sherpa Review

Reviewed 2 years ago

I use HealthSherpa daily to quote and enroll clients. It truly makes life easier being able to have all these plans in one format instead of having to go to each carrier separately. Clients never seem to have trouble getting in to view the quotes and apply.

Pros

I use this system daily, it makes quoting individuals easier and all the policies are right in front of you. I like all the filters we can put in to find exact plans for certain needs. This site is very user friendly. I do like that you can find just about any information for a certain policy just by clicking on that specific policy.

Cons

Hospitals are very hard to look up, a lot of times it will show they are not covered when really they are. I also do not like that if we have a current client and we quote them for a new policy during open enrollment, that quote does not save in leads. Another thing I do not like is that when clients auto-renewed this year, the current plan terminated in the book of business and I have to go through and manually add them back. I also think doing the AOR process should be allowed year round.

lf
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louis f.

Hospital & Health Care, 1,001-5,000 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

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friendly

Reviewed 2 years ago

been good this was my first time using it

Pros

seamless integration and even referral function is built in

Cons

sometimes the system will be down when people are trying to enroll

CL
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Chad L.

Health, Wellness and Fitness, 1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Health Sherpa has made enrollments easy now for the Marketplace

Reviewed 3 years ago

No problems after the new updates. Never have an issue now with enrollments. Last year, it was hit or miss if I could complete an app online thru health Sherpa

Pros

Easy to find existing applications, love to tool you can now send people to self-enroll. Love the layout of each carrier with benefits.

Cons

Sometimes it’s difficult getting a problem fixed with Sherpa Live Support within Health Sherpa portal. It can take a few minutes to reach someone

LG
AvatarImg

Laura G.

Insurance, self-employed

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Health Sherpa Fan

Reviewed 2 years ago
Pros

This software is great...by entering 30 seconds worth of information, I can view all plans available for my client and give them plan details, pricing, and subsidy information. I love it!

Cons

As mentioned above, at times what is shown on my dashboard is not up to date with what is shown on the marketplace or in a client's individual ACA member portal.

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