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Insurance Agency Software

HealthSherpa

Platform for insurance agencies and brokers to quote, enrol and manage marketplace health plan clients

About HealthSherpa

HealthSherpa is an online platform for agencies and brokers who sell health plans under the ACA rules. It offers a quicker route than the government marketplace site for quoting, enrolling and managing clients.

What HealthSherpa offers

  • Quoting and enrolment — an application that takes under ten minutes on average.
  • Post-enrolment support — tools for following up with clients after they sign up.
  • Tax forms — 1095 forms available on request.
  • White-labelled website — a branded site on which customers can enrol themselves.
  • Synchronised changes — updates made on the platform appear on the government marketplace and carrier portals.

Who it works with

Insurance agencies and brokers handling ACA business. It was designed specifically for them rather than for individual consumers.

Profile written by TrustList from the business's own published information, Oct 2026.

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