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Xanatek Connect vs HealthSherpa: Which is a better fit?

Updated on August 13th, 2023
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Summary
Features in Insurance
6
Best performer
50
  • Claims Management
  • Commission Management
  • Document Management
6
50
  • Activity Dashboard
  • API
  • Lead Management
User satisfaction
4.6
User reviews14
Ease of use
4.6
Functionality
4.7
Value for money
5.0
Customer support
4.8
4.8
User reviews105
Ease of use
4.8
Functionality
4.7
Value for money
4.9
Customer support
4.6
Price starts from
/user
One-time payment
Free version
Free trial
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Yearly subscription
Free version
Free trial
Best for

Designed for small and medium businesses, the solution helps streamline operations for invoicing, reporting, categorizing, instant messaging, and more.

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
1 / 4
View Reviews
1 / 4
View Reviews
Video reviews
No video reviews yet
video-c5c97aae-7a5a-486a-6d7c-08d8e4e9cf8b
Janiece S
CEO
5.0

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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5 screenshots

Xanatek Connect

6/50
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • API
  • Audit Trail
  • Calendar Management
  • Client Management
  • Client Portal
  • Commission Calculations
  • Configurable Workflow
  • Contact Database
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Document Storage
  • Document Templates
  • Email Management
  • Email Marketing
  • Forms Management
  • Insurance Rating
  • Invoice Management
  • Lead Management
  • Life & Health
  • Monitoring
  • Pipeline Management
  • Policy Management
  • Property & Casualty
  • Real-Time Reporting
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Risk Assessment
  • Search/Filter
  • Self Service Portal
  • SSL Security
  • Status Tracking
  • Task Management
  • Third-Party Integrations
  • User Management
  • Workflow Management
  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Policy Management
  • Quotes/Estimates
See All features
Hide Insurance Software Features -

HealthSherpa

6/50
Show Insurance Software Features +

Xanatek Connect

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HealthSherpa

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Xanatek Connect
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • 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
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • 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
Xanatek Connect
  • By Xanatek
  • Located in United States
  • Founded in 1994
HealthSherpa
  • By HealthSherpa
  • Located in United States
  • Founded in 2013
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