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The perfect match for small businesses ranging from 1 to 500 employees that need a proactive sales approach to convert leads into customers. Over 11,000 salespeople worldwide have chosen noCRM.io.
Agencies and brokers looking to save time enrolling and servicing ACA clients during OEP and post-enrollment. An easier, faster alternative to healthcare.gov - designed specifically for brokers.
Perfect easy to use system, great support 10. All the elements are there to make the best out of your business.
I don't consistently use it - so things pile up to be updated. This is a failing more of my system and organization.
I love the intuitive design that combines the best parts of using a spreadsheet and powerful features such as tagging and visual pipelines.
No matter how much info you're storing inside, it'll speed right along. If you've had trouble picking a CRM, give You Don't Need a CRM! a try.
I have been looking for a good crm tool with a fully loaded features package and finally after many hardships i have found this to be very exciting and wonderful.
Of course some functions are missing but it's common.
The entire system is incredibly easy to use, allows you to effortlessly view the conversation history, and provides fantastic reporting. The best feature is how simple it is to add a lead manually.
It was hard for me to understand folders, but watching videos help me get past my frustration at first.
These people are dedicated to making this product better and better. I always feel like HealthSherpa is their prime objective, their main business.
Connection with the MarketPlace is sometimes abruptly interrupted.
HealthSherpa has great support and the platform is organized and user friendly. I have had an excellent experience.
I often get errors when transferring from the Marketplace to Health Sherpa especially after I have updated a current year plan.
Everything is perfect, down to the type-style. The chat is so easy and responsive that it feels like the person it right there helping me through it at all times.
It times out after 1 hour and is a little difficult for the agent to get back to.
It's a simple user interface, it has the perfect color scheme, and it's designed in a way that makes you feel at ease. I like the was it's designed; with the tools out of the way but not out of reach.
The site does seem to lag at times and the client list could use some updates, as well.
Janiece S.: Hi, my name is Janiece and I'm an independent health insurance agent. I'm going to tell you why HealthSherpa works best for the needs of my clients and for me as an agent. Click the link below to find out how HealthSherpa can help your business and stacks up against the competition. When switching to HealthSherpa, I was looking for a platform that would allow me to enroll my clients using a one-stop shop. I was using multiple carrier sites, which made it extremely cumbersome to provide quotes, because I would have to go from place to place in order to figure out what would be the best fit for each of my clients. I specifically chose HealthSherpa because of the ability to look at multiple carriers at one time for each of my clients. When I'm quoting for the marketplace, it's important that I have all of the information in front of me, so that I can help my client make an informed decision about their healthcare needs. So the ease of using the platform to enroll my clients into the Affordable Care Act was extremely important to me. I also found that the updates, the document requirements, anything that is needed to follow up with my client was right there at my fingertips, and that's why I ultimately chose to use HealthSherpa. The ease of integration was extremely simple. They also provide for us a website link that I can share via email, via text. So that even if I don't have to sit with my clients one-on-one, they can enroll themselves using my platform. And it allows me to be able to service more clients, even when I'm not physically available. If you're looking for a direct enrollment site that allows you to communicate with the ACA healthcare government website and seamlessly service your clients, I would highly recommend HealthSherpa for that purpose, because it makes it easy. It gives you follow-ups. It allows you to communicate with your clients. They give you real time communication about your clients and their insurance needs.
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