# 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 July 8th, 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 (921)](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 (921)](https://www.capterra.com/p/175860/Act/reviews/)

Starting Price

$30.00/month

Value-for-Money

3.9

Functionality

3.9

Ease of Use

3.9

Customer Service

3.6

Reviews Sentiment

JC

Based on [921 reviews](#user-reviews)

Positive

662

Neutral

107

Negative

152

[## 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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## Send this comparison chart to my inbox

### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.

## Summary

* * *

Key features rated by users

Features selected based on 17,855 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

4.5

Contact Management

4.3

Lead Management

4.0

Sales Pipeline Management

4.0

Activity Dashboard

4.2

\--%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[921](https://www.capterra.com/p/175860/Act/reviews/)

Ease of use

3.9

Functionality

3.9

Value for money

3.9

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

JC

Jamie C.

Owner

> "The flexibility to customize fields, organize contacts, and use features like Mail Merge has made it a valuable tool for..."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7164152)

JC

Jamie C.

Owner

> "Currently, when a contact is copied, the associated relationship records are not carried over and must be recreated..."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7164152)

DS

Dominic S.

Financial advisor

> "The contact management features are especially helpful, allowing us to keep detailed records of client interactions,..."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7140809)

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)

JC

Jamie C.

Owner

> "I can easily customize my database, segment contacts by state, territory, or other criteria, and send targeted messages..."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7164152)

PR

Paul R.

sales manager

> "Sometimes the phone connection is a little hard to hear and the screen were you need to add new contacts can be difficult."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7145195)

JW

Janet W.

President

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

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

DM

Daniel M.

President

> "We are being slowly pushed into a cloud service that does not integrate well with how we store documents."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7142090)

JC

Jamie C.

Owner

> "The flexibility of organizing and managing customer data makes my workflow much more efficient and helps me maintain..."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7164152)

KE

Kari E.

CEO

> "Using ACT for marketing and setting up work flows for email campaigns is not the most user friendly feature."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7153390)

DM

Dan M.

President

> "Their technical teams have repeatedly demonstrated an extraordinary willingness to solve problems completely—whether it..."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7142909)

SL

Scott L.

Mortgage Loan Officer

> "Complicated setup and maintenance — backups, updates, and database management could become frustrating."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7158492)

JS

Jack S.

Owner

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

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

LT

Lydia T.

Chief of Staff

> "They then hung up on our internal I.T. guy when they got confused, and then lied about it in the log notes; saying "he..."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7145927)

LT

Lydia T.

Chief of Staff

> "I am giving 2 stars instead of 1 because the customer success department is decent. As mentioned, if there weren't 34..."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7145927)

TG

Tyler G.

Director of Business Development

> "Also, the I beleive texting out of ACT should not be a feature that I need to pay extra for. "

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7135262)

DM

Dan M.

President

> "As of 2026, this represents a 29-year business relationship—one of the longest and most important professional..."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7142909)

LT

Lydia T.

Chief of Staff

> "Formatting issues with the notes section, and constant glitching."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7145927)

PR

Paul R.

sales manager

> "The productivity and efficiency has freed up time to focus on getting more customers and service my current customers to..."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7145195)

AH

Andres H.

Sales Engineer

> "Crashes my outlook and often loses setting with Google Integration."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7142777)

SL

Scott L.

Mortgage Loan Officer

> "Overall, it is a solid CRM for relationship management and organization, particularly for small businesses and..."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7158492)

JF

Jennifer F.

Owner

> "The issues with time it takes screen to change when completing activities."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7140286)

RP

Rachel P.

Business Assistant

> "The amount of customization and details you can add to an email makes our emails unique. "

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7135346)

LB

Lori B.

president

> "I can't get it to sync with my Google calendar--just doesn't work."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7141576)

JC

Jamie C.

Owner

> "It allows me to efficiently reach out to all of my customers while still personalizing communications."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7164152)

VT

Vanessa T.

School Board President

> "Also having trouble figuring out a way to NOTE all at once and then delete those from a lookup."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7136965)

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)

RD

Regina D.

Administrator

> "The way the group emails feature works is less than idea."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7135427)

AP

Andrew P.

VP

> "At first it was an adjustment with the cloud base system but now i like it because i can access on my phone, tablet and..."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7135256)

JH

Jayne H.

Accounting

> "I find going to lookup contact from the calendar extremely slow."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7159158)

JM

James M.

REALTOR

> "The pro I like the most about Act is the customer tables, however I am still learning how to effectively design and use..."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7123845)

RD

Regina D.

Administrator

> "For example, when using a mail merge, the formatting can be strange."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7135427)

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)

PR

PAUL R.

President

> "Act does not work well with the new version of MS Outlook."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7140394)

KE

Kari E.

CEO

> "I appreciate having the capability of synchronizing updated information to the cloud."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7153390)

JR

Jim R.

Regional VP Sales, NA

> "Sometimes the features don't work properly requiring a restart."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7140174)

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 offers a fully..."

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

KA

Kevin A.

Sales

> "The desktop version is a very old format and data can be old."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7140390)

BR

Barbie R.

Office Manager

> "I love being able to have all my contacts and information about my contacts all in one app."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7135231)

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

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

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

WC

William C.

Owner

> "Dont like the $30 monthly fee to access my data. "

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7153608)

RW

Robert W.

Owner

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

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

KG

Kerri G.

President

> "i can't easily look up machines i have sold by model or state. "

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7158447)

MF

Myles F.

Applications Engineer

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

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

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)

BG

Bev G.

Director

> "We don't currently use it to it's full potential but are loving the way we can customise it to suit our business. "

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7122838)

MT

Mike T.

Vistage Chair

> "I feel like I am sitting forever and often go to other tasks during wait."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7140154)

KE

Kari E.

CEO

> "The ACT desktop version is simple and easy to use for looking up contacts, taking notes, and generating pipeline reports."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7153390)

JB

John B.

Senior Vice President

> "Don’t like high price increase after using for so many years with no assistance from ACT."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7140665)

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)

MR

Micky R.

Operations Manager

> "A few bugs that have been around for years and never fixed."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7139649)

MR

Micky R.

Operations Manager

> "I recommend it to my clients and usually setup a custom contact screen and fields for them."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7139649)

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 bizarre things..."

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

Kevin H.

Sr. Registered Client Service Associate

> "Sharing a calendar and viewing others event is helpful."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7136807)

MH

Mike H.

Sales Manager

> "The Marketing Automation component seems difficult to use."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7135269)

TD

Thomas D.

Founder and CEO

> "Integration with QBO, Microsoft 365 and QuoteWerks is excellent."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7164803)

KG

Kerri G.

President

> "Queries are hard to figure out how to create"

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7158447)

TR

Tammy R.

Admin Sales management

> "I am able to use it for organizing out data for the most part."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7135260)

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)

KG

Kerri G.

President

> "I like the cloud base version, it is helpful using the mobile version as well. "

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7158447)

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 sometimes wind up..."

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

MV

Maria V.

Owner

> "Your company was helpful in every aspect the sales department. And helping my IT guy as we set up our computer."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7164931)

LB

Lori B.

president

> "The cloud version is clunky."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7141576)

KA

Kevin A.

Sales

> "Have used Act to keep up with vendors and customers, and the history is invaluable."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7140390)

RP

Rachel P.

Business Assistant

> "Customer Service can be hard to understand at times."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7135346)

MC

Marianne C.

Office Manager

> "Customer Support is responsive understandable and easy to understand when trying to provide support for complex problem"

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7140642)

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)

NA

Nita A.

Secretary

> "ALSO LOVE that when I do have an issue, I can call in and get a real English speaking person."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7136794)

NL

Nick L.

VP

> "I don't like having to be online to access it. "

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7142080)

MR

Micky R.

Operations Manager

> "Having groups and fields really make it possible to do so much."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7139649)

DB

Danny B.

Recruiter

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

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

AH

Andres H.

Sales Engineer

> "Good for keeping track of custoemrs"

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7142777)

TG

Tyler G.

Director of Business Development

> "The marketing automation is not easy to work with. "

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7135262)

VT

Vanessa T.

School Board President

> "Customer Support was great when we were having trouble installing due to our internet."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7136965)

MR

Micky R.

Operations Manager

> "I love the desktop but really hate the online version."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7139649)

DM

Dan M.

President

> "For nearly 30 years, ACT! has been one of the most valuable business relationships I’ve had—including compared to my..."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7142909)

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)

BG

Bev G.

Director

> "I had used Act many years ago and loved it. When it came to us needing CRM, we had tried a couple of free ones that,..."

[See full review](https://www.capterra.com/p/175860/Act/#Capterra___7122838)

JR

James R.

Business owner

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

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

[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 does..."

[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 separately."

[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 business and..."

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

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)

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)

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 having a..."

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

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)

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)

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 can..."

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

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 RETAINING..."

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

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 it..."

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

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 serve..."

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

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)

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)

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)

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)

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)

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)

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)

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 that..."

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

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)

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 from..."

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

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 plan."

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

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)

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)

JW

Justin W.

Owner/Officer

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

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

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

MT

Mel T.

Agent

> "I enjoy using Healthsherpa it has made enrollment in an ACA plan effortless."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2535011)

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)

RL

Raul L.

Insurance adviser

> "also, HealthSherpa is always trying to make it easier for us to do our job. when you have a large book of business that is..."

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

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)

KZ

Kelly Z.

Independent Agent

> "Using HealthSherpa during open enrollment is time saving, easy to use, consistent, tied in with the Marketplace, and retains all..."

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

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/)

3.90 (921)

[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

Act! is recognized as a top-rated tool in 5 Capterra Shortlist reports

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

[Act!](https://www.capterra.com/p/175860/Act/)[3.90 (921)](https://www.capterra.com/p/175860/Act/reviews/)

vs

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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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Contact vendor for pricing

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[Act!](https://www.capterra.com/p/175860/Act/)[3.90 (921)](https://www.capterra.com/p/175860/Act/reviews/)

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[View full comparison](https://www.capterra.com/compare/152373-175860/HubSpot-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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[View full comparison](https://www.capterra.com/compare/118921-207556/Less-Annoying-CRM-vs-HealthSherpa-for-Agents)

[Act!](https://www.capterra.com/p/175860/Act/)[3.90 (921)](https://www.capterra.com/p/175860/Act/reviews/)

vs

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Ease of Use

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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/)

vs

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[4.40 (18,790)](https://www.capterra.com/p/61368/Salesforce/reviews/)

Contact vendor for pricing

Price

$25/month

4.7

Features

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4.8

Ease of Use

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[View full comparison](https://www.capterra.com/compare/61368-207556/Salesforce-vs-HealthSherpa-for-Agents)

[Act!](https://www.capterra.com/p/175860/Act/)[3.90 (921)](https://www.capterra.com/p/175860/Act/reviews/)

vs

[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.37 (5,834)](https://www.capterra.com/p/157279/Dynamics-365/reviews/)

$30/month

Price

$50/month

3.9

Features

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3.9

Ease of Use

4.1

[View full comparison](https://www.capterra.com/compare/157279-175860/Dynamics-365-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/)

vs

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Contact vendor for pricing

Price

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Features

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4.8

Ease of Use

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[View full comparison](https://www.capterra.com/compare/152373-207556/HubSpot-CRM-vs-HealthSherpa-for-Agents)

[Act!](https://www.capterra.com/p/175860/Act/)[3.90 (921)](https://www.capterra.com/p/175860/Act/reviews/)

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Ease of Use

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[View full comparison](https://www.capterra.com/compare/175860-204998/Act-vs-Bigin-by-Zoho-CRM)

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

vs

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Contact vendor for pricing

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[View full comparison](https://www.capterra.com/compare/155928-207556/Zoho-CRM-vs-HealthSherpa-for-Agents)

[Act!](https://www.capterra.com/p/175860/Act/)[3.90 (921)](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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4.7

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