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Ricochet360 vs HealthSherpa Comparison (2026)

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Good recommendations?

Ricochet360 logo

Ricochet360

HealthSherpa logo

HealthSherpa

Overview

Ricochet360 is an all-in-one auto-dialer, CRM, lead management, and marketing automation platform designed for both inbound and outbound agents looking for a competitive advantage. It enables teams to call a new lead in one second, nurture and engage prospects throughout the entire sales process, and automate most of the daily workflows.

HealthSherpa is 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.

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
view more detailsview details
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
view more detailsview details

Video & Screenshots

No videos yet

Pricing

Starting from

24

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

Empty state illustration for "No pricing info"

No pricing info

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.8

82

5

4

3

2

1

73

7

1

0

1

  • Value for money
  • Ease of use
  • Features
  • Customer support
89%
would recommend this app

4.8

105

5

4

3

2

1

86

17

1

0

1

  • Value for money
  • Ease of use
  • Features
  • Customer support
94%
would recommend this app

Pros

“Some calls are received from the distribution logic to agents that are already involved in another activity inconspicuously creating overlap and docket mishmash.”
MW

Mike W.

IT Project Manager

“I was able to contact fresh leads the one moment they signed up and joined the CRM, which kept them warm and active.”
MW

Mike W.

IT Project Manager

“For a good success of your business, Ricochet360 is the best solution given the features it provides such as CRM.”
RK

Rachid K.

Sales Executive

Pros

“It streamlined every task from comparing health plans (on and off the marketplace), to shopping for individual dental plans, to performing provider searches, to drug formulary look-ups, to collecting payments. ”
DL

Debra L.

Independent Health and Life Insurance Agent

“all the filters we can put in to find exact plans for certain needs.”
CS

Cayla S.

Account Manager

“Policy management is awesome be sure policies are effectuated and upload requested docs.”
RC

Ryan C.

Agent

Cons

“Does not seem to have the ability to forward calls to my cell phone for returned calls (like when I am on Lunch or out of office, after hours etc)”
DS

Daniel S.

CDO

“The customer support was very slow at getting back in touch.”
JH

Judy H.

Owner

“My deficiencies are my own.”
DP

Devery P.

Agency Principal

Cons

“The Compare tool Print function does not work.”
RC

Ryan C.

Agent

“Off Exchange is not always accurate rates or available plans shown.”
RC

Ryan C.

Agent

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

louis f.

licensed health agent

  • Vendor responds to reviews
  • Last reviewa year ago
  • Vendor responds to reviews
  • Last review3 years ago

Key features

  • Total features104
  • API
  • Activity Dashboard
  • Alerts/Escalation
  • Alerts/Notifications
  • Answering Machine Detection
  • Auto-Dialer
  • Automated Routing
  • Automatic Call Distribution
  • Automatic Outbound Dialer
  • Blended Call Center
  • CRM
  • Calendar/Reminder System
  • Call Center Management
  • Call Disposition
  • Call List Management
  • Call Logging
  • Call Monitoring
  • Call Recording
  • Call Reporting
  • Call Routing
  • Call Scheduling
  • Call Scripting
  • Call Tagging
  • Call Tracking
  • Call Tracking Metrics
  • Call Transfer
  • Callback Scheduling
  • Caller ID
  • Caller Profiles
  • Campaign Management
  • Campaign Specific Caller ID
  • Channel Management
  • Client Portal
  • Compliance Management
  • Computer Telephony Integration
  • Contact Management
  • Content Management
  • Conversion Tracking
  • Customer Database
  • Customizable Branding
  • Customizable Reports
  • Dashboard
  • Data Import/Export
  • Data Management
  • Data Security
  • Document Storage
  • Drip Campaigns
  • Dynamic Content
  • Email Management
  • Email Marketing
  • FCC Compliance
  • FTC Compliance
  • Field Sales Management
  • For Insurance Industry
  • For Sales Teams/Organizations
  • Gamification
  • IVR
  • Inbound Call Center
  • Interaction Tracking
  • Internal Chat Integration
  • Keyword Tracking
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Life & Health
  • List Management
  • Live Chat
  • Manual Dialer
  • Marketing Automation
  • Mobile Access
  • Monitoring
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Opportunity Management
  • Outbound Call Center
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Predictive Dialer
  • Progressive Dialer
  • Prospecting Tools
  • Queue Management
  • Quotes/Estimates
  • ROI Tracking
  • Referral Tracking
  • Reporting & Statistics
  • Reporting/Analytics
  • SMS Marketing
  • Sales Activity Management
  • Sales Pipeline Management
  • Sales Reports
  • Search/Filter
  • Segmentation
  • Social Marketing
  • Social Media Integration
  • Source Tracking
  • Status Tracking
  • Task Management
  • Template Management
  • Territory Management
  • Text to Speech
  • Third-Party Integrations
  • VoIP Connection
  • Voice Mail
  • Web-based Deployment
  • Workflow Management
  • Total features15
  • API
  • Activity Dashboard
  • Alerts/Escalation
  • Alerts/Notifications
  • Answering Machine Detection
  • Auto-Dialer
  • Automated Routing
  • Automatic Call Distribution
  • Automatic Outbound Dialer
  • Blended Call Center
  • CRM
  • Calendar/Reminder System
  • Call Center Management
  • Call Disposition
  • Call List Management
  • Call Logging
  • Call Monitoring
  • Call Recording
  • Call Reporting
  • Call Routing
  • Call Scheduling
  • Call Scripting
  • Call Tagging
  • Call Tracking
  • Call Tracking Metrics
  • Call Transfer
  • Callback Scheduling
  • Caller ID
  • Caller Profiles
  • Campaign Management
  • Campaign Specific Caller ID
  • Channel Management
  • Client Portal
  • Compliance Management
  • Computer Telephony Integration
  • Contact Management
  • Content Management
  • Conversion Tracking
  • Customer Database
  • Customizable Branding
  • Customizable Reports
  • Dashboard
  • Data Import/Export
  • Data Management
  • Data Security
  • Document Storage
  • Drip Campaigns
  • Dynamic Content
  • Email Management
  • Email Marketing
  • FCC Compliance
  • FTC Compliance
  • Field Sales Management
  • For Insurance Industry
  • For Sales Teams/Organizations
  • Gamification
  • IVR
  • Inbound Call Center
  • Interaction Tracking
  • Internal Chat Integration
  • Keyword Tracking
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Life & Health
  • List Management
  • Live Chat
  • Manual Dialer
  • Marketing Automation
  • Mobile Access
  • Monitoring
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Opportunity Management
  • Outbound Call Center
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Predictive Dialer
  • Progressive Dialer
  • Prospecting Tools
  • Queue Management
  • Quotes/Estimates
  • ROI Tracking
  • Referral Tracking
  • Reporting & Statistics
  • Reporting/Analytics
  • SMS Marketing
  • Sales Activity Management
  • Sales Pipeline Management
  • Sales Reports
  • Search/Filter
  • Segmentation
  • Social Marketing
  • Social Media Integration
  • Source Tracking
  • Status Tracking
  • Task Management
  • Template Management
  • Territory Management
  • Text to Speech
  • Third-Party Integrations
  • VoIP Connection
  • Voice Mail
  • Web-based Deployment
  • Workflow Management

Integrations

  • Total integrations10
  • Constant Contact
  • Drupal
  • LinkedIn for Business
  • Meta for Business
  • Salesforce Marketing Cloud
  • SendGrid
  • Twitter/X
  • Velocify
  • WordPress
  • Zapier
  • Total integrationsN/A
  • Constant Contact
  • Drupal
  • LinkedIn for Business
  • Meta for Business
  • Salesforce Marketing Cloud
  • SendGrid
  • Twitter/X
  • Velocify
  • WordPress
  • Zapier