Name: HealthSherpa
Author: HealthSherpa

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HealthSherpa is an ACA (Affordable Care Act) enrollment platform that aims to simplify the process of quoting, enrolling, and managing health coverage. It caters to a wide range of users, including individual agents, agencies, and larger organizations with downline agents. Insurance agents, insurance agencies, brokers, health insurance professionals, and employee benefits consultants can benefit from the user-friendly interface and robust tools offered by HealthSherpa.

## Key Features

**Completely free**: HealthSherpa is available at no cost, with no monthly fees or charges per application. The platform offers free services through its optional Referral program.

**Full Healthcare.gov sync**: HealthSherpa seamlessly integrates with Healthcare.gov, allowing users to process applications, submit follow-ups, and track application status without the need to visit Healthcare.gov. All necessary functionalities are accessible within the HealthSherpa platform.

**Get paid for referrals**: HealthSherpa offers a Referrals Account feature that allows users to refer their ACA clients to HealthSherpa and earn a bonus ranging from $50 to $125 for each application. Referring applications to HealthSherpa enables users to receive faster payments and monetize their ACA leads.

**Easy quoting, enrollment, effectuation**: HealthSherpa provides powerful shopping tools for agents and individuals, including fast and accurate quoting with subsidy estimation. Users can easily compare health plans from all carriers in their area and conduct provider and prescription searches. The platform offers a redesigned application process that is faster than ever, eliminating the need to log clients into Healthcare.gov and providing pre-filled renewal applications.

**Track your book**: HealthSherpa allows users to efficiently track their ACA clients and leads in one centralized location. Users can easily monitor the progress of each client or lead in the enrollment process and retrieve existing applications from the Marketplace. The platform also offers post-enrollment features such as tracking follow-up status, uploading documents, making binder payments, and reporting changes to the application or changing plans.

**Your own client-facing enrollment site**: HealthSherpa empowers users to offer their clients a personalized link to self-enroll through a branded site and easily track their progress. Each enrollment through the client-facing site is attributed to the user's National Producer Number (NPN), ensuring accurate attribution.

**Referrals**: HealthSherpa's Referrals Account feature allows users to earn $50 to $125 per application by referring their ACA clients to HealthSherpa. Users can confidently refer their clients to HealthSherpa, knowing that the platform focuses solely on ACA plans and allows them to sell other products to the referred clients. Additionally, users have the option to reclaim their referred clients in the following year and maintain their relationship.

**World-class support**: HealthSherpa provides exceptional support to users through phone, email, or chat on weekdays. Larger agencies benefit from having a dedicated account manager, while every agent and agency has access to the support team.

**Integrated with HC.gov**: HealthSherpa seamlessly integrates with the Health Insurance Marketplace using the latest EDE Phase 3 technology, ensuring seamless connectivity and data synchronization.

AgencyBloc is an insurance agency management system from the company of the same name in Iowa, built around patient communication and customer relationship management, as well as back-office automation.

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HealthSherpa

Insurance Agency Management Systems support the day-to-day operations of insurance agencies with back-office automation and customer relationship management features. These systems often include marketing automation, and at least include data management (customer data and policy document management) and analytics to support sales and revenue processes.

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What is HealthSherpa?