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Inside and remote sales teams. Organizations with SDRs and BDRs or organizations that generate leads. Fundraising organizations with engagement centers and DXOs.
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.
My increase in productivity is amazing. The sssoft phone is the best & customer service is off the charts.
If there was one dislike it would be the slowness (at times) which was probably linked to updates that needed to be installed.
It's a super easy system to navigate and I love that it is web based, so that I am able to use this marketing tool from anywhere. I also love that I am able to toggle from previous updates.
The Autodialer takes too long and sometimes calls numbers by mistake.
Ease of use and end-user accessibility. Fantastic CRM and has great customization for our personal needs at our University.
No option for calls to be done and received only when someone picks up/VM.
Improved productivity of our callers and better data capture. It's cost effective, and Support is terrific.
Some reports are hard to customize. Need more detail on lead source.
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.
Nichol S.: Hi, my name's Nichol, and I'm an appointment setter and I give VanillaSoft five-star review because it is the easiest CRM I've ever used. For more reviews like this, please click below. The business problems that I've been able to solve using VanillaSoft is it's just so easy to use. It's easy to upload our leads so we can effectively market the appointments and schedule them for our salespeople. It's very easy to use. You can correct the title or the person's name. You can change the address, email address. You can email the prospects. You could schedule the appointments within the CRM. It's very, very easy to use. I love it. The only problem that I ever had with VanillaSoft is when we linked it with a cellphone and I couldn't get the cellphone to stop dialing.
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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