# Compare Act! vs HealthSherpa 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare Act! and HealthSherpa based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/175860-207556/Act-vs-HealthSherpa-for-Agents

---

# Act! vs HealthSherpa Features and Cost Comparison

Last updated March 19th, 2026

Provider data verified by our Software Research team, and reviews  
moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/)

Your comparison:

Act!HealthSherpa2/4 selected

[Act!](https://www.capterra.com/p/175860/Act/)[3.9 (853)](https://www.capterra.com/p/175860/Act/reviews/)

[HealthSherpa](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/)[4.8 (105)](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/reviews/)

[## Act!](https://www.capterra.com/p/175860/Act/)[3.9 (853)](https://www.capterra.com/p/175860/Act/reviews/)

Starting Price

$30.00/month

Value-for-Money

3.8

Functionality

3.9

Ease of Use

3.9

Customer Service

3.6

Reviews Sentiment

Based on [853 reviews](#user-reviews)

Positive

602

Neutral

100

Negative

151

[## HealthSherpa](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/)[4.8 (105)](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/reviews/)

Starting Price

Contact vendor

Value-for-Money

4.9

Functionality

4.7

Ease of Use

4.8

Customer Service

4.6

Reviews Sentiment

Based on [105 reviews](#user-reviews)

Positive

103

Neutral

1

Negative

1

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## Summary

* * *

Key features rated by users

Features selected based on 17,267 reviews from crm software users.  
about the Fit Score methodology.

Fit Score methodology

Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about.

  

If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology

78%Fit

High performer

Feature ratings

Data Security

4.7

Contact Management

4.4

Lead Management

3.9

Sales Pipeline Management

3.9

Activity Dashboard

4.4

\--%Fit

Missing features

Not enough reviews

Feature ratings

Data Security

NA

Contact Management

\--

Lead Management

\--

Sales Pipeline Management

\--

Activity Dashboard

\--

User satisfaction

User satisfaction

3.9

User reviews[853](https://www.capterra.com/p/175860/Act/reviews/)

Ease of use

3.9

Functionality

3.9

Value for money

3.8

Customer support

3.6

User satisfaction

4.8

User reviews[105](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/reviews/)

Ease of use

4.8

Functionality

4.7

Value for money

4.9

Customer support

4.6

Price starts from

Price starts from

$30Per User, Per Month

-   Free version
-   Free trial

Price starts from

\--

-   Free version
-   Free trial

Best for

Best for

Act! Advantage is a front-office CRM solution that unites sales, marketing, and customer management in one affordable platform to help you stay organized, and turn relationships into results.

Best for

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.

## User reviews

Pros & cons

JS

Jack S.

Owner

> "Full data management / CRM making it easy to systematically process the collection, storing, updating and..."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7054063)

BC

Brian C.

Director

> "By tying our database to online forms, we increase the risk of bad info overwriting good data."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7118161)

JW

Janet W.

President

> "What I like best is the fact that I can find ANYTHING in my database in seconds - before someone finishes..."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7114606)

SM

Scott M.

Managing Director

> "It not always accessible and sometimes locks us out for no reason so needs a customer service call."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7068325)

RT

Ron T.

Owner

> "I need to use my CRM even when I do not have acces to internet, and ACT is the only company I know of that..."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7051782)

DB

Danny B.

Recruiter

> "It has been one problem after another including an update that changed all the search functions without..."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___6837404)

BN

BRAD N.

SALES ENGINEER

> "This new form of note taking tool has helped to keep me on track with all of my customers."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7081335)

VR

Verified Reviewer

Regional Sales Manager

> "Slow operating and outdated, needs to be updated to join the 21st century."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7110141)

KW

Kevin W.

Manager

> "I like the software's ability to track my emails to clients for future reference."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7079631)

JR

James R.

President

> "I have trouble if I have to move fields around."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7088048)

KW

Kevin W.

Manager

> "In my business, tracking calls and setting meetings is very important."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7079631)

SS

Shawna S.

Senior Manager Marketing and Business Development

> "It can sometimes be a little buggy, especially at the company level and the marketing automation."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___6771216)

RW

Robert W.

Owner

> "Additional features that support my marketing efforts and the improved Outlook integration are real time..."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___6856052)

JR

James R.

Business owner

> "Until two weeks ago there were 45 items on the list as well as screen grabs showing the error messages and..."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___6451770)

MF

Myles F.

Applications Engineer

> "I had to make some major changes (users and setup), and my Customer Service Rep was fantastic. Once he..."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7118197)

TF

Thom F.

Owner

> "I wish they had longer hours or 24/7 because of my schedule I work with people all over the world and..."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___6629605)

JL

Jeffrey L.

FA

> "The product provides an excellent way to maintain a list of contacts."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7082918)

JM

Janet M.

Real Estate Broker

> "As a result, I often have to end the call and try again until I reach someone who can help."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7002106)

SB

Shonna B.

Office administrator

> "I have used ACT for over 10+ years and the upgrade is a huge difference from the old 16 version."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7090828)

JH

John H.

Owner

> "Cloud is useless at that point."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7040529)

MT

Mark T.

President

> "It has been an integral part of my business and has been an important factor in our success."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7039163)

FL

Frank L.

Owner

> "There's no integration between it, and Google Contacts, or the integration is not comprehensive..."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___6642410)

RP

Raymond P.

President

> "Always great love the product and when there has been a problem it is fixed quickly and with no effort."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7030510)

JR

James R.

Business owner

> "For example having to restart the program 11 times in one eight hour period of time because it crashed......."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___6451770)

RT

Ron T.

Owner

> "It is so powerful so much more cost effective than it's big competitor. "

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7051782)

TF

Thom F.

Owner

> "The mobile app for your phone is not up to the high standards that I have come to expect from act for over 30..."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___6629605)

JL

Jeffrey L.

FA

> "I have used Act for many years and have built up a large data base. "

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7082918)

DT

Derek T.

President

> "When an update or new version is implemented, it is rarely a smooth transition. "

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___6241549)

SB

Shonna B.

Office administrator

> "More modern and very similar to the old."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7090828)

SB

Stephen B.

CIO

> "a year ago, and no one has reached out to us from the client success team (or an equivalent) to check on us or..."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___6647306)

NS

Nadine S.

Sales

> "Wonderful experience, Capterra was so helpful, he updated my Act to the current version and I was back in..."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___6680121)

LE

Lance E.

Owner

> "My frustration was so high that I started contacting members of the ACT management team, up to including the..."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___6509749)

JB

Joanne B.

executive assistant

> "Ease of use - Customer service Support - \[sensitive content hidden\] went over and above to assist me. "

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7068543)

JR

James R.

Business owner

> "Each time the customer service has gotten worse and the program updates have gotten more expensive. "

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___6451770)

JW

Janet W.

President

> "ACT! is the most powerful, versatile and convenient business building tool I have ever found."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7114606)

CR

Claire R.

Director

> "I made a silly error uploading and couldn't figure out how to undo so I shall be calling on the onboarding..."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___6256937)

Victor L.

Owner

> "I have also been able to customize the data fields to suit my company's needs."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___6670148)

MZ

Maggi Z.

Office Manager

> "Sometimes it glitches and had no support from until recently."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___6616710)

VR

Verified Reviewer

Marketing Manager

> "Best way for me to track lead funnel."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___6879197)

CC

Christine C.

Owner

> "It has trouble opening on occasion which makes using it frustrating"

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___6278719)

Abel A.

Agent

> "it allowed me to organize myself and manage my time and also a possibility to connect to outlook and keep the..."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___5060100)

DE

Debbie E.

Tour and Programming Manager

> "The program does so much, that someone is not technologically savvy has trouble using all the features. "

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___6493182)

ES

Eric S.

IT Manager

> "The product easily integrates with Outlook and most users find it easy to use. "

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___6814842)

BW

Bruce W.

vp

> "Painful, again a techie must have taken over design role, a sales guy would keep in nimple."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___6344244)

KW

Kevin W.

Manager

> "serves my needs well It is a great value for the cost."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7079631)

VW

Veronica W.

Managing Director

> "Most of the problems seem to be keeping up with Microsoft."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___6348998)

ES

Eric S.

IT Manager

> "Great support and customer satisfaction when it comes to their team and working with you and your environment"

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___6814842)

LE

Lance E.

Owner

> "However, on occasion something more difficult to rectify occurs. "

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___6509749)

TJ

Terryl J.

Vice President

> "We recently converted to the online program to allow for easy coordination between partners."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___6330293)

GA

Gerry A.

Advisor

> "they are not too quick to respond to the other companies developments"

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___6567958)

SS

Sam S.

Owner

> "Very simple, bare bones software that is as cheap as it gets compared to other CRMs."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___6765959)

LG

Lance G.

Operations Manager

> "interface feels dated compared to other offerings, it does not feel like a modern CRM. If you're a long time..."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___6227638)

Victor L.

Owner

> "into our office and it has been vital software for our customer relations department for over 25 years."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___6670148)

SM

Sam M.

CEO-Founder

> "Too techy for me."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___6688209)

DS

Danielle S.

Co-President

> "We like the easy of the system for entering information whether it is a contact, a meeting or an opportunity."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___6719237)

JG

John G.

Business owner

> "My problem, not theprogram"

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___6474637)

LA

Lee A.

Executive Director

> "It's many features make relationship management easy."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___6870566)

MR

Mia R.

Head of Marketing and Vendor Management

> "Quite slow to assign a flag to contacts (especially when flagging 10,000+)"

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___6202778)

NA

Nita A.

Owner

> "The mail merge is also a good tool for us."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___6419749)

Abel A.

Agent

> "impossible to change program colors and slow in any type of process no interface either"

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___5060100)

SB

Shonna B.

Office administrator

> "Very easy to use and navigate."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7090828)

TR

Tonya R.

President

> "I would end up losing contacts as well as missing many of my customer needs."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___6217116)

DK

David K.

Territory manager

> "ACT is very easy to learn and use."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7112403)

LG

Lance G.

Operations Manager

> "Most of our customers have not taken advantage of the email marketing features, so can't speak to that."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___6227638)

DS

DANIEL S.

Managing Director

> "Very good support today."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7038891)

KE

Karl E.

Director

> "ACT! is no longer available as a purchasable software but only as a subscription. "

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___5054620)

DTM

Deacon Tom M.

Deacon

> "I love how all is integrated."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7089713)

KS

Ken S.

Proprietor

> "It does not work with basic contact functions such as synchronising with outlook and gmail. Despite many..."

[See full review](https://www.capterra.com/p/175860/Act/#GetApp___3072406)

PW

Paige W.

Office Manager-Personal Assistant

> "I have enjoyed getting to learn about Act and all the different features, but see that all of the new features..."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___6302535)

DT

Davina T.

AGM

> "Years worth of notes seem to be missing"

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___6025330)

JF

Justin F.

DPM

> "Has some good capabilities in CRM and email marketing"

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___6485305)

Thomas D.

President

> "Support is spotty at best. "

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___6052250)

BL

Brandi L.

Loan Originator

> "The Rep was very knowledgeable, courteous, and knew what he was doing to get the matter handled quickly."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___6829985)

WD

Wayne D.

Founder

> "Much time was wasted learning to use ACT!'s power. "

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___6180752)

JT

John T.

President and CEO

> "Easy access to several functions and reference information access."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___6580805)

KA

Kurt A.

Owner

> "Has features we would not use."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___5052633)

BO

Bob O.

Sr. Account Executive

> "I set up ACT myself and was up and running in minutes. "

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___6884215)

DS

Darren S.

Managing Director

> "ACT now admit that other customers have problems with their marketing automation. Despite this we have been..."

[See full review](https://www.capterra.com/p/175860/Act/#SoftwareAdvice___4438859)

DT

Derek T.

President

> "With the exception of updates or new versions, it is the best program on the market. "

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___6241549)

TB

Tamar B.

Clinical Quality Assurance Specialist

> "The site glitches make the application quite cumbersome."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___3465755)

[View Reviews](https://www.capterra.com/p/175860/Act/reviews/)

JJ

Jim J.

insurance broker

> "It has made submitting an application for health insurance during open enrollment so much easier and says a lot of time."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___3146680)

CS

Cayla S.

Account Manager

> "I also do not like that if we have a current client and we quote them for a new policy during open enrollment, that quote..."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___3328222)

CS

Cayla S.

Account Manager

> "It truly makes life easier being able to have all these plans in one format instead of having to go to each carrier..."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___3328222)

CS

Cayla S.

Account Manager

> "Another thing I do not like is that when clients auto-renewed this year, the current plan terminated in the book of..."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___3328222)

CG

Candice G.

St. Health Consultant

> "Easy to navigate screens and choose a plan."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___3608276)

LG

Laura G.

Independent Insurance Broker

> "As mentioned above, at times what is shown on my dashboard is not up to date with what is shown on the marketplace or in a..."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___3328113)

CS

Cayla S.

Account Manager

> "I do like that you can find just about any information for a certain policy just by clicking on that specific policy."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___3328222)

JD

James D.

Independent Agent

> "When I enrolled clients in the Marketplace my NPN was not placed on the application, resulting in me not being paid."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___3064921)

NR

Narciso R.

Manager

> "The product allow us to get in quick in the application with little to none roadblocks, the transition is smooth when..."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2519679)

JG

Josh G.

Managing Owner/Agent

> "Printouts of confirmation pages and client information are often times in very small print and the organization on the page..."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2519337)

SC

Shemeka C.

agent

> "The way things are set up helps you to keep track of members very easily."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___3328482)

JS

Jamie S.

Agent/Broker

> "Sometimes there are errors when submitting a clients application, which causes you to have to port to healthcare.gov to get..."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2512060)

JM

Jacquie M.

INDEPENDENT BROKER

> "THIS SOFTWARE IS AMAZING AND ITS FEATURES HAVE SAVED SO MUCH TIME FOR ME THAT IT HAS BEEN A FACTOR IN MY SUCCESS FOR..."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2509154)

GL

Guy L.

owner

> "system does not allow creating groups in the same applications like it does on healthcare.gov. "

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2509121)

SW

SHONCY W.

Agency Owner

> "It is very easy to quote and process our Marketplace applications. And we love the referral feature that allows us to also..."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2556014)

ES

Erik S.

Independent Agent

> "Just the lack of ability to break down taxable vs nontaxable incomes during quoting."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2517250)

KW

Kenneth W.

Owner

> "The graphics are clear. If you buy in Marketplace, it's a must go to."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2903198)

CL

Chad L.

Health Agent

> "Sometimes it’s difficult getting a problem fixed with Sherpa Live Support within Health Sherpa portal."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2531051)

RC

Ryan C.

Agent

> "The referral system is great for non appointed carriers."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___3335429)

PR

Pressilla R.

Insurance Broker

> "You cannot re-use an email address that is attached to an old account in the system."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2523349)

PC

Peggy C.

Insurance Broker

> "It is easy to manage clients, run reports, update applications."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___3353409)

LW

Lisa W.

Health Insurance Agent

> "Often needing to wait more than 24 hours, which meant I had to set a appointment with the client again for a different date."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2524038)

KZ

Kelly Z.

Independent Agent

> "I love the option to send quotes to my customers and they can enroll themselves if they wish and I get the credit."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2514461)

LW

Lisa W.

Health Insurance Agent

> "I often get errors when transferring from the Marketplace to Health Sherpa especially after I have updated a current year..."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2524038)

PR

Pressilla R.

Insurance Broker

> "I was introduced to this software by an insurance issuer that I partner with and later discovered through Customer support..."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2523349)

TB

Taylor B.

Broker

> "The site does seem to lag at times and the client list could use some updates, as well."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2509127)

ER

Elmina R.

owner/broker

> "Overall, I really like using Health Sherpa for my ACA clients."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2916982)

JV

Jose V.

Agent

> "The renewal emails and too many follow up emails leading to consumer confusion"

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2509103)

RL

Raul L.

Insurance adviser

> "The fact it is so user friendly and the ability that my customers can access their account by registering to save you time..."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2534842)

EM

Emily M.

Agent

> "Sometimes the Software freezes and leaves me in the middle of an application."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2519168)

AMI

Ana Maria I.

Insurance Agent

> "I can have all my carries in this software plus get referrals for other carriers ."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2516585)

KB

Karen B.

Agent

> "Rephrasing questions from original hc.gov app can slow you down."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2516485)

JW

Justin W.

Owner/Officer

> "Cost Effective, Easy to track/update carrier appointments, Easy to track clients, Doctor search function is a huge time..."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2528530)

SR

Sherry R.

Broker

> "I litterally stopped representing the carriers during open enrollment on the Marketplace last year."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2574290)

MC

Mike C.

Licensed insurance agent

> "This site has solved the problem of figuring out how to "easily" quote, send the quote and Enroll. "

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2573503)

RH

Ray H.

Agent

> "It times out after 1 hour and is a little difficult for the agent to get back to."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2576549)

KW

Kenneth W.

Owner

> "Health Sherpa has a clean easy to use interface."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2903198)

AF

Alex F.

Broker

> "You won't be able to use it for off-Marketplace plans."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2511569)

ER

Elmina R.

owner/broker

> "I like how you receive quotes for all available products even if it is for a referral only. "

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2523889)

GH

Gene H.

Owner

> "Perhaps the instructions, however, I got so busy during enrollment, I didn't have time to read them. "

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2573387)

AA

Ashley A.

Licensed Agent

> "The quoting tool is on point."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___3206742)

SR

Sherry R.

Broker

> "There were constant conflicts on the individual carrier sites."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2574290)

JG

Josh G.

Managing Owner/Agent

> "It's been a huge timesaver not having to walk clients through setting up a username and password on Healthcare.gov!"

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2519337)

KJ

Karen J.

Agent

> "Small issue last yr entering negative or a loss amount"

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2536391)

LW

Lisa W.

Health Insurance Agent

> "I am glad the ability to add dental plans was added to the dashboard."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2524038)

TM

Tamara M.

Insurance Agent

> "Connection with the MarketPlace is sometimes abruptly interrupted."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2516974)

[View Reviews](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/reviews/)

## User interface

[Act!](https://www.capterra.com/p/175860/Act/)

3.86 (853)

[HealthSherpa](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/)

4.78 (105)

## Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

### Features

Do these products fit your needs?

Prioritize real-user-identified key features according to your needs to find your best fit.

\--% Fit

vs

\--% Fit

Activity Dashboard

207

Important

AI Copilot

150

Important

Alerts/Notifications

120

Important

Act!

Top features

36/40

-   Activity Dashboard
-   AI Copilot
-   Alerts/Notifications
-   API
-   Calendar Management
-   Campaign Management
-   Contact Management
-   Customer Journey Mapping
-   Customizable Fields
-   Customizable Reports
-   Data Import/Export
-   Data Security
-   Document Storage
-   Drag & Drop
-   Email Management
-   Email Marketing
-   Email Templates
-   Forecasting
-   Generative AI
-   Interaction Tracking
-   Lead Capture
-   Lead Generation
-   Lead Management
-   Lead Qualification
-   Lead Scoring
-   Marketing Automation
-   Mobile Access
-   Multi-Channel Communication
-   Predictive Analytics
-   Quotes/Estimates
-   Referral Tracking
-   Reminders
-   Reporting/Analytics
-   Sales Pipeline Management
-   Sales Reports
-   Segmentation
-   Task Management
-   Territory Management
-   Third-Party Integrations
-   Workflow Management

[See all features](https://www.capterra.com/p/175860/Act/#features)

HealthSherpa

7/40

-   Activity Dashboard
-   AI Copilot
-   Alerts/Notifications
-   API
-   Calendar Management
-   Campaign Management
-   Contact Management
-   Customer Journey Mapping
-   Customizable Fields
-   Customizable Reports
-   Data Import/Export
-   Data Security
-   Document Storage
-   Drag & Drop
-   Email Management
-   Email Marketing
-   Email Templates
-   Forecasting
-   Generative AI
-   Interaction Tracking
-   Lead Capture
-   Lead Generation
-   Lead Management
-   Lead Qualification
-   Lead Scoring
-   Marketing Automation
-   Mobile Access
-   Multi-Channel Communication
-   Predictive Analytics
-   Quotes/Estimates
-   Referral Tracking
-   Reminders
-   Reporting/Analytics
-   Sales Pipeline Management
-   Sales Reports
-   Segmentation
-   Task Management
-   Territory Management
-   Third-Party Integrations
-   Workflow Management

[See all features](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#features)

### Recognition

No recognitions have been awarded to Act!

No recognitions have been awarded to HealthSherpa

### Deployment & support

Act!

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

HealthSherpa

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

### Company Details

Act!

-   By Act!
-   Located in United States
-   Founded in 1987

HealthSherpa

-   By HealthSherpa
-   Located in United States
-   Founded in 2013

## Popular Comparisons

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[View full comparison](https://www.capterra.com/compare/155928-175860/Zoho-CRM-vs-Act)

[HealthSherpa](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/)[4.78 (105)](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/reviews/)

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Contact vendor for pricing

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[Act!](https://www.capterra.com/p/175860/Act/)[3.86 (853)](https://www.capterra.com/p/175860/Act/reviews/)

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[HealthSherpa](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/)[4.78 (105)](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/reviews/)

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