# HealthSherpa Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about HealthSherpa Software - reviews, pricing plans, popular comparisons to other Insurance CRM products and more. Source: https://www.capterra.com/p/207556/HealthSherpa-for-Agents --- # HealthSherpa Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 24, 2025 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://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.healthsherpa.com&name=HealthSherpa) ## 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. [4.8 (82)](https://www.capterra.com/p/141932/Ricochet/reviews/) Starting Price Contact vendor Starting Price $24 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.8 (105) Ease Of Use 4.7 (233) Value For Money 4.9 (82) Value For Money 4.8 (195) Customer Service 4.6 (91) Customer Service 4.8 (211) ## HealthSherpa alternatives Highest Rated [4.9 (41)](https://www.capterra.com/p/171245/NextAgency/reviews/) Starting price $85.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [4.8 (653)](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 (18,790)](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 [4.5 (4,470)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% 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, error-prone ACA quoting and enrollment by centralizing plans, subsidies, client records, documents, and Marketplace syncing in one workflow. It reduces repeated logins, password-reset delays, scattered carrier portals, and hard-to-track renewals. Independent agents, brokers, and ACA enrollment teams benefit most when serving clients quickly by phone or during open enrollment. Answer based on 73 reviews Overview ### Which roles and teams benefit most from HealthSherpa? HealthSherpa is most used by insurance agents, brokers, and agency owners who manage ACA enrollments and client applications. Benefits consultants, producers, and account managers rely on it to compare plans, submit enrollments, and track policy details, while business leaders use it to streamline sales workflows and improve client service. 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% in Insurance. It primarily serves broker-led ACA enrollment and post-enrollment work, with limited use among enterprise firms at 7% and midsize businesses at 5%, focused on insurance use cases. Answer based on 105 reviews Features and Usability ### What are the key features of HealthSherpa? HealthSherpa includes core quoting and enrollment tools for ACA plans, with search/filter options, client management, and document management for ongoing policy service. Differentiating features include direct Marketplace integration, client self-enrollment links, referral tracking, and a dashboard for status tracking, saved applications, and uploaded documents. Answer based on 49 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 support guided setup, webinars cover structured training topics, and documentation offers written reference material for self-paced review and ongoing use. 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 fast, knowledgeable, friendly, and helpful, with chat highlighted for instant assistance. Some reviewers report occasional difficulty reaching support, plus frustration when errors, lag, or outdated dashboard data require extra follow-up. 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 and clients with a simpler workflow than Healthcare.gov. Brokers often like self-enrollment links, document uploads, and saved client records, but 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 well does HealthSherpa handle the enrollment process? HealthSherpa speeds up the application process for many brokers by reducing repeated steps and keeping client information organized. Independent agents often value faster quoting, enrollment, and document tracking, though some users mention slow loading, freezes, unclear instructions, and a few manual tasks that still take extra effort. Answer based on 23 reviews Features and Usability ### Can HealthSherpa quote and enroll clients in one place? HealthSherpa lets agents quote, compare, and enroll clients from one platform, which saves time during ACA sales and renewals. Brokers often like emailed quotes, client self-enrollment, and carrier comparisons, though some users note provider search inaccuracies, missing renewal shortcuts, and occasional screen issues during active quote 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 Company size Based on 105 reviews 100% 75% 50% 25% Smallbusiness Midsizebusinesses Enterprise Top job functions Based on 105 reviews Health & Medical 100% Health & Medical 100% Top industries Based on 105 reviews Insurance 93% Health, Wellness and Fitness 2% Individual & Family Services 2% Financial Services 2% Other 1% ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 Contact Management Manage, organize, and store contact information 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 Quotes/Estimates Generate quotes or estimates for customers HealthSherpa 8 features Dashboard to view the status of ongoing processes, identify current incidents and track past activities Application programming interface that allows for integration with other systems/databases Manage, organize, and store contact information Intended to be used by insurers Store information about leads or contacts and track, manage and nurture them throughout the sales process Generate quotes or estimates for customers Pipeline view and tracking lead status 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. 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