--- title: "HealthSherpa Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about HealthSherpa Software - reviews, pricing plans, popular comparisons to other Insurance CRM products and more." source_url: "https://www.capterra.com/p/207556/HealthSherpa-for-Agents/" page_type: "product" language: "en" --- # HealthSherpa Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Users](#users)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) HealthSherpa ## What is HealthSherpa? A FREE platform to quote, enroll, and manage your ACA business. The easier, faster alternative to healthcare.gov - designed specifically for agencies & brokers. 1095s at your fingertips. Post-enrollment support to manage client follow ups. Free white-labeled website for customers to self-enroll. Easy to use application that averages <10 minutes. Changes made through our platform reflected on healthcare.gov and carrier portals ## What is HealthSherpa used for? [Insurance CRM](https://www.capterra.com/insurance-crm-software/) Top alternative Featured Overall rating Based on 105 user reviews Reviews sentiment Positive 98% Neutral 1% Negative 1% ### Starting price Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for HealthSherpa?[Manage this product listing](https://www.g2.com/products/healthsherpa-for-agents/claim_requests/new?auto=true) ## HealthSherpa Overview Updated September 2026 AI summary HealthSherpa offers cloud-based Insurance CRM tools designed for organizations of all sizes that manage insurance sales and client relationships. It includes features for contact management, lead tracking, quoting, sales pipeline oversight, and integration with third-party systems. An available API allows for further customization, making it suitable for businesses seeking flexible and web-accessible insurance CRM solutions. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### HealthSherpa 4.8 (105) VS. [4.9 (41)](https://www.capterra.com/p/171245/NextAgency/reviews/) Starting Price Contact vendor Starting Price $85 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.8 (105) Ease Of Use 4.8 (233) Value For Money 4.9 (82) Value For Money 4.9 (195) Customer Service 4.6 (91) Customer Service 4.9 (211) ## HealthSherpa alternatives [4.8 (659)](https://www.capterra.com/p/118921/Less-Annoying-CRM/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.4 (18,810)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.3 (6,999)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.4 (4,092)](https://www.capterra.com/p/164283/Zendesk/reviews/) Starting price $115.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/alternatives/) ## FAQs about HealthSherpa Overview ### What problems does HealthSherpa solve? HealthSherpa solves slow, fragmented ACA enrollment by centralizing quotes, plan comparisons, application updates, documents, payments, and client records in one dashboard. It reduces Healthcare.gov login issues, repetitive data entry, and carrier portal switching. Independent agents, brokers, and ACA enrollment teams benefit most when serving clients quickly by phone or managing renewals. Answer based on 73 reviews Overview ### Which roles and teams benefit most from HealthSherpa? HealthSherpa is most used by health insurance agents, brokers, and producers who need to compare plans, complete enrollments, and manage client applications efficiently. Agency owners, account managers, and benefits consultants benefit from streamlined quoting, compliance-focused workflows, and faster client support across individual and small team insurance operations. Answer based on 105 reviews Overview ### What company size and industries is HealthSherpa built for? HealthSherpa is built for small insurance agencies and brokers, with 89% of reviewers from small businesses and 91% from Insurance. It also appears in enterprise and midsize firms at 7% and 5%, with limited use in Health, Wellness and Fitness and Financial Services at 2% each, for ACA client enrollment and post-enrollment servicing. Answer based on 105 reviews Features and Usability ### What are the key features of HealthSherpa? HealthSherpa includes core quoting and enrollment tools like quotes/estimates, direct Marketplace enrollment, and application status tracking. Reviewers also highlight differentiators such as client management with stored lead and policy data, document upload and storage, provider search and plan filters, plus referral tools and client self-enrollment through emailed quotes or portal links. Answer based on 49 reviews Overview ### How well does HealthSherpa improve the insurance process? HealthSherpa speeds up quoting, enrollment, and client servicing by cutting repeated steps and keeping records in one place. Independent agents and brokers often value the simpler workflow, saved lead data, and document tracking, while some mention slow loading, occasional freezes, and a few tasks that still need manual handling or training. Answer based on 23 reviews Getting Started and Support ### What training and onboarding options does HealthSherpa offer? HealthSherpa provides live online sessions, webinars, and documentation to help teams get started. Live online sessions and webinars support guided instruction, while documentation offers written reference material for self-paced review of features and setup steps. Answer based on 3 reviews Getting Started and Support ### What customer support options does HealthSherpa offer, and how do users rate the experience? HealthSherpa offers email/help desk, FAQ/forum, phone support, and chat. Users often describe support as quick, knowledgeable, friendly, and helpful, with chat noted for instant assistance. Some report difficulty reaching support at times, along with occasional submission errors, syncing issues, or dashboard information that is not always current. Answer based on 62 reviews Features and Usability ### How easy is it to enroll clients with HealthSherpa? HealthSherpa makes Marketplace enrollment easier for many agents by simplifying applications, saving client data, and supporting self-enrollment links. ACA brokers and nontechnical users often find it faster than Healthcare.gov, though some report occasional system issues, limited support hours, and edge cases that still require redirects or manual follow-up. Answer based on 25 reviews Features and Usability ### How good is HealthSherpa for quoting and enrolling clients? HealthSherpa helps agents quote and enroll clients from one platform, making plan comparison and application work easier. Brokers often like the clear quote tools, email sharing, client self-enrollment links, and saved records, though some note provider search inaccuracies, missing renewal shortcuts, and occasional screen glitches during quoting sessions. Answer based on 18 reviews ## Who uses HealthSherpa? Based on Capterra reviews from the past 6 years Talk to a software expert to get a free software list tailored to your business needs ## Features AI summary Based on 150 Insurance CRM reviews Capterra data shows that buyers of Insurance CRM rank the following features as their top priorities: - **Contact Management** (**50%** of reviewers rated this feature as critical) - **Sales Pipeline Management** (**49%**) - **Lead Management** (**48%**) HealthSherpa supports all three of the features reviewers rate highest: **Contact Management**, **Sales Pipeline Management**, and **Lead Management**. Together, these capabilities help businesses keep customer records organized, track opportunities through each sales stage, and manage incoming prospects more effectively, allowing teams to improve follow-up, maintain visibility into the pipeline, and close more business. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities API Application programming interface that allows for integration with other systems/databases Client Portal Private online space that lets businesses securely share documents and provide information access to clients Contact Management Manage, organize, and store contact information Customizable Branding Add customized logos and colors to align with company branding Document Storage Store and organize documents in a centralized system HealthSherpa 15 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - API: Application programming interface that allows for integration with other systems/databases - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Contact Management: Manage, organize, and store contact information - Customizable Branding: Add customized logos and colors to align with company branding - Document Storage: Store and organize documents in a centralized system - For Insurance Industry: Intended to be used by insurers - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Life & Health: Businesses operating within the life and health insurance sectors - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Quotes/Estimates: Generate quotes or estimates for customers - Sales Pipeline Management: Pipeline view and tracking lead status - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Status Tracking: Track the status over time for a request, process, asset, or transaction - Third-Party Integrations: Set up connections to third-party platforms to improve business processes --- Get Advice We can help you find the software with the features you need. Features 4.7 (105) 4.7 Based on 105 reviews ## Pricing Value for money 4.9 (82) ### Starting price Free trial available Value for money 4.9 (82) 4.9 Based on 82 reviews 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. ## Support, customer service and training options Customer Service 4.6 (91) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.6 (91) 4.6 Based on 91 reviews ## User reviews Overall rating 4.8 Based on 105 reviews Filter by rating 5(86) 4(17) 3(1) 2(0) 1(1) Mentioned topic Sorted by most recent PD paula D. Independent Broker Insurance ### "Flexibility" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 7, 2023 Great Pros Easy to navigate. I haven't use for long but it's pretty self explanatory. Cons Different levels and plans. Everyone individualized. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. CG Candice G. St. Health Consultant Insurance ### "Easy and responsive" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 29, 2022 Pros Easy to navigate screens and choose a plan. Cons some times it goes out and does not work at al. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MD Merv D. MEDICARE SALES AGENT Insurance ### "Review of software" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 9, 2022 Pros Easy flow. Easy to understand. Easy to follow up on your prospects. Cons Repetitive questions that make this lengthy. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SC Stanley C. Agent Insurance ### "HealthSherpa" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 15, 2022 Works well for me. Pros Easy to use. No repeated questions which makes input quicker Cons Should allow for customer review easier. This may assist reducing errors before generating eligibility notice. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JB James B. Broker Insurance ### "Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 14, 2022 Pros Ease of use, simplicity of design, pretty straight to learn. Cons Lag times in the loading, it's slow to load dome days. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. PC Peggy C. Insurance Broker Insurance ### "Easy to manage clients" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 February 9, 2022 Pros It is easy to manage clients, run reports, update applications. Cons I don't really have a least favorite comment Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. NO Nadina O. License Health Agent Health, Wellness and Fitness ### "Easy to use Healthsherpa" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 8, 2022 Very Good Pros Easy to understand and follow Easy to fix any errors in the Application Cons Would like you to include new Plates for Covid related issues Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RC Ryan C. Agent Insurance ### "General Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 February 1, 2022 9/10 =) Pros Very Easy to use. EDI with Market place is great Saves a Ton of time. Policy management is awesome be sure policies are effectuated and upload requested docs. No Cost Makes the system a no brainer to use rather than look for competitive vendors. The referral system is great for non appointed carriers. Cons Off Exchange is not always accurate rates or available plans shown. The Compare tool Print function does not work. Should export as an excel Doc. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. LF louis F. licensed health agent Hospital & Health Care ### "friendly " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 5/10 January 28, 2022 been good this was my first time using it Pros seamless integration and even referral function is built in Cons sometimes the system will be down when people are trying to enroll Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SC Shemeka C. agent Insurance ### "satisfied user" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 28, 2022 Pros The system is very user friendly . The way things are set up helps you to keep track of members very easily. Cons Honestly I can't think of the cons when using Health Sherpa . I've used other systems and have found this one to be less complicated and faster. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [Vanillasoft vs HealthSherpa](https://www.capterra.com/compare/27609-207556/VanillaSoft-vs-HealthSherpa-for-Agents)[Less Annoying CRM vs HealthSherpa](https://www.capterra.com/compare/118921-207556/Less-Annoying-CRM-vs-HealthSherpa-for-Agents)[Salesforce Sales Cloud vs HealthSherpa](https://www.capterra.com/compare/61368-207556/Salesforce-vs-HealthSherpa-for-Agents)[HubSpot CRM vs HealthSherpa](https://www.capterra.com/compare/152373-207556/HubSpot-CRM-vs-HealthSherpa-for-Agents)[Act! vs HealthSherpa](https://www.capterra.com/compare/175860-207556/Act-vs-HealthSherpa-for-Agents)[Zoho CRM vs HealthSherpa](https://www.capterra.com/compare/155928-207556/Zoho-CRM-vs-HealthSherpa-for-Agents)[Zendesk Suite vs HealthSherpa](https://www.capterra.com/compare/164283-207556/Zendesk-vs-HealthSherpa-for-Agents)[noCRM vs HealthSherpa](https://www.capterra.com/compare/132752-207556/You-Don-t-Need-a-CRM-vs-HealthSherpa-for-Agents) [Dynamics 365 vs HealthSherpa](https://www.capterra.com/compare/157279-207556/Dynamics-365-vs-HealthSherpa-for-Agents)[Daylite for Mac vs HealthSherpa](https://www.capterra.com/compare/116272-207556/Daylite-for-Mac-vs-HealthSherpa-for-Agents)[Thryv vs HealthSherpa](https://www.capterra.com/compare/156926-207556/Thryv-vs-HealthSherpa-for-Agents)[eWay-CRM vs HealthSherpa](https://www.capterra.com/compare/152769-207556/eWay-CRM-vs-HealthSherpa-for-Agents)[EngageBay CRM vs HealthSherpa](https://www.capterra.com/compare/178819-207556/EngageBay-Marketing-vs-HealthSherpa-for-Agents)[Bitrix24 vs HealthSherpa](https://www.capterra.com/compare/113540-207556/Bitrix24-vs-HealthSherpa-for-Agents)[Creatio AI CRM vs HealthSherpa](https://www.capterra.com/compare/130149-207556/bpm-online-CRM-vs-HealthSherpa-for-Agents)[PhoneBurner vs HealthSherpa](https://www.capterra.com/compare/134672-207556/PhoneBurner-vs-HealthSherpa-for-Agents)