HealthSherpa

Shop, filter, compare, & share plan options.

Plan shopping

Complete a subsidy application to determine a consumer’s eligibility for coverage & financial assistance.

Applying for a subsidy

Collect updated household information, income details, documents, and notes from consumers using a secure intake form link.

Intake form

SSN & immigration documentation requirements for Marketplace applications associated with an agent.

Social Security Number (SSN) requirements

Marketplace eligibility information for non-U.S. citizens with certain immigration statuses & DACA recipients.

Marketplace eligibility for non-U.S. citizens & DACA recipients

Shop, apply, & submit a Marketplace enrollment for child-only coverage.

Child-only plans

Applicants on the same Marketplace application can be placed into different plans.

Shop multiple plans for one tax household

What CMS’ Invalid Action error means and how to complete enrollment submissions when it appears.

CMS' Invalid Action error

Shop for off-exchange dental plans & submit a stand-alone dental enrollment.

Off-exchange dental plans

Shop for off-exchange medical plans & submit an off-exchange enrollment.

Off-exchange medical plans

How HSAs and FSAs work, who's eligible, and qualified expenses.

HSA & FSA accounts

Shopping & Applying

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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