Insurance Agency Software

HealthSherpa

Name: HealthSherpa
Brand: HealthSherpa

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

By HealthSherpa

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TrustList summary

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.

Features

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.

Customers and markets

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

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

Categories & features

Rankings

HealthSherpa is ranked on 6 TrustList rankings: #6 on 1, #7 on 4 and #8 on 1.

Every ranking orders its listings by their reviews, how complete the profile is and the Trust Score. HealthSherpa has no reviews yet and 3 of the 10 profile details we look for. Where no listing on a page has been reviewed, the order follows the profiles alone.

Insurance agency software · 6 rankings

On 5 of these it sits behind my insurer, ahead of QQCatalyst.

#6of 6
Life health
Of the 6 here, 5 also cover commission management and 3 also cover property & casualty.
Behind my insurer.
#7of 9
Contact management
It is one of 6 here listing life & health.
Of the 9 here, 6 also cover life & health and 5 also cover insurance rating.
#7of 9
Document management
It is one of 6 here listing life & health.
#7of 9
Insurance policy management
It is one of 6 here listing life & health.
#7of 9
Quote management
It is one of 6 here listing life & health.
#8of 10
Web based cloud saas
It is one of 9 here listing contact management and document management.
Of the 10 here, 9 also cover insurance policy management and 9 also cover document management.

As of 2026-11-04. Organic ranks only; sponsored placements are never ranks. How TrustList ranks

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