HealthSherpa is a fast and easy alternative for designed specifically to meet the needs of agents. Run quotes, process enrollments, and maintain applications directly from our site. You can upload documents for your clients, submit binder payments, and manage your enrollments and track leads for marketplace coverage.

HealthSherpa also provides a client-facing website that is optimized for enrollment conversion through extensive user-research and testing. You can customize this site with your logo, contact information, and share with your clients so they can self-enroll in minutes. You are the Agent of Record for every application processed through your custom link.

Your clients will also get a free portal that is customized with your information. This portal contains coverage information, provider and prescription directory resources, and they can even upload verification documents and make binder payments directly from this page.

Did this answer your question?