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Healthcare management plans for ACA organizations

(1)

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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

These products have better value for money


Q. Who are the typical users of HealthSherpa?

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


Q. What languages does HealthSherpa support?

HealthSherpa supports the following languages:
English


Q. Does HealthSherpa offer an API?

Yes, HealthSherpa has an API available for use.


Q. What level of support does HealthSherpa offer?

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

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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Why am I seeing this?

HealthSherpa pricing information

Value for money

4.9

/5

105

Starting from

ic-pricetag

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

8

1 categories

Most valued features by users

Activity Dashboard
Third-Party Integrations
API
Quotes/Estimates
Contact Management
For Insurance Industry
Lead Management
Sales Pipeline Management

HealthSherpa users reviews

Overall Rating

4.8

/5

105

Positive reviews

98

%

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

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

Share this review:

Health Sherpa Fan

Reviewed 3 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.

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

Share this review:

Health Sherpa Review

Reviewed 3 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
AvatarImg

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

Share this review:

friendly

Reviewed 3 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

AM
AvatarImg

Ana Maria I.

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

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I Love HealthSherpa!!! Agents friendly.

Reviewed 4 years ago

The system is easy to use, the information on the clients are available all at once , no need to access different screens.

Pros

Easy to use, information is available once you enter clients name , and fast to access. I can have all my carries in this software plus get referrals for other carriers .

Cons

There is no thing that I don't like , I had no problem with the system .

SS
AvatarImg

Sue S.

Insurance, 11-50 employees

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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I'd be lost without it!

Reviewed 4 years ago

The service is great. I've only had one or two issues over the years and they are very quick to resolve them.

Pros

It saves time and is easier to use than the Health Insurance Marketplace.

Cons

The improvements they have made over the years only makes me love this more!

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