# 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.

Independent research methodology

Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

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How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[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%

Contact vendor  
for pricing

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.

[4.4 (4,079)](https://www.capterra.com/p/164283/Zendesk/reviews/)

Starting Price

Contact vendor

Starting Price

$39

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.8 (105)

Ease Of Use

4.3 (3,603)

Value For Money

4.9 (82)

Value For Money

4.2 (2,658)

Customer Service

4.6 (91)

Customer Service

4.3 (2,766)

## HealthSherpa alternatives

Highest Rated

[4.8 (650)](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

[4.2 (990)](https://www.capterra.com/p/113540/Bitrix24/reviews/)

Starting price

$69.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

82%

of reviewers

rated it above 4 stars

[4.3 (6,973)](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 (18,782)](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

[View all alternatives](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/alternatives/)

## 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

Contact vendor  
for pricing

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

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Independent research methodology

Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

[Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website.

[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)