# MyHealthily Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about MyHealthily Software - reviews, pricing plans, popular comparisons to other Human Resources products and more.

Source: https://www.capterra.com/p/249765/MyHealthily

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# 

 MyHealthily Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on June 3, 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)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

MyHealthily

## What is MyHealthily?

Our technology supports insured and medically underwritten plans for companies with 2-100+ employees across 135+ carriers in all 50 States, MyHealthily launched our broker-centered platform in January 2022. Small group health insurance is not a profitable business line for Agents and Brokers – and with our platform, they can quote, enroll, service, and renew small group healthcare and ancillary profitably and efficiently.

## What is MyHealthily used for?

[Quoting](https://www.capterra.com/quoting-software/)[Benefits Administration](https://www.capterra.com/benefits-administration-software/)[Insurance](https://www.capterra.com/insurance-agency-software/)

Top alternative

Featured

Overall rating

Based on 4 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$399

Flat Rate, Per Month

Free trial  
not available

Free version not included

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Do you work for MyHealthily?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://myhealthily.com&name=MyHealthily)

## 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.

### MyHealthily

5.0 (4)

VS.

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

Starting Price

$399

Flat Rate, Per Month

Starting Price

$69

Flat Rate, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.5 (4)

Ease Of Use

4.0 (963)

Value For Money

4.5 (4)

Value For Money

4.2 (786)

Customer Service

4.5 (4)

Customer Service

4.0 (758)

## MyHealthily alternatives

[4.7 (284)](https://www.capterra.com/p/119068/Jenesis-Software/reviews/)

Starting price

$70.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

[4.6 (5,270)](https://www.capterra.com/p/153140/Connecteam/reviews/)

Starting price

$29.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

Highest Rated

[4.9 (4,818)](https://www.capterra.com/p/172127/Rippling/reviews/)

Starting price

$8.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

[4.8 (4,285)](https://www.capterra.com/p/205015/Deel/reviews/)

Starting price

$5.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

## FAQs about MyHealthily

Overview

### What company size and specific industries is MyHealthily built for?

MyHealthily is designed for small to mid-sized businesses that sell and manage group benefits, especially brokers, agencies, and other benefits providers. Its quoting, enrollment, and administration tools fit organizations in the employee benefits and insurance sectors that need to handle group plans profitably.

Features and Usability

### What are the key features of MyHealthily?

MyHealthily offers employee benefits administration, benefits management, and HSA/FSA administration, plus HR management and employee self service. It also includes broker/agent portal and client portal access, document storage, electronic forms, reporting and analytics, real-time updates, and role-based permissions for managing health insurance and policy workflows.

Getting Started and Support

### What training and onboarding options does MyHealthily offer?

MyHealthily provides live online training, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided instruction, while documentation and videos offer reference material for self-paced learning and review of key features and setup steps.

Getting Started and Support

### What customer support options does MyHealthily offer?

MyHealthily provides email/help desk, FAQ/forum, knowledge base, phone support, and chat. With no reviewer feedback available on support experience, the listed channels can be described only as the documented ways users may seek help and information.

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Quotes/Estimates

4.5 (4)

75.00% of 4 reviewers that rated this feature as important or highly important

Generate quotes or estimates for customers

Automated Quoting

4.5 (2)

100.00% of 2 reviewers that rated this feature as important or highly important

Generate rule-based quotes for clients automatically

Pricing Management

4.5 (2)

100.00% of 2 reviewers that rated this feature as important or highly important

Tool used to determine accurate pricing and product eligibility for borrowers

Proposal Generation

4.0 (2)

100.00% of 2 reviewers that rated this feature as important or highly important

Create proposals based on costs of labor and materials

Third-Party Integrations

5.0 (2)

0.00% of 2 reviewers that rated this feature as important or highly important

Set up connections to third-party platforms to improve business processes

Activity Dashboard

4.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

MyHealthily 45 features

Define levels of authorization for access to specific files or systems

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Find and manage potential candidates and their applications and resumes through the recruiting life cycle

Manage the process of evaluating documents or requests submitted for approval

Generate rule-based quotes for clients automatically

Delegate benefits administration to third party vendors

Use a dashboard to view benefits that are selected by employees or offered by employers

Record employee's benefit plans and selections throughout career progression

Online portal for brokers/agents to add, edit, update or access required information

Manage contact details and communication with clients

Private online space that lets businesses securely share documents and provide information access to clients

Calculate employees' commissions based on certain rules

Tracking, calculating, and paying commissions and earnings to employees

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Manage, organize, and store contact information

A website or login for customers to access information

Add customized logos and colors to align with company branding

Store and organize documents in a centralized system

Manage benefit portfolio selection that is available to your employees through workplace and automate related administrative tasks

Track employee schedules, availability, and performance across projects and tasks

Online portal where employees can access and track their own information

Gateway through which employees can access the system

Set up and manage health insurance benefits for employees

Compliant with HIPAA, which sets standards for sensitive patient data protection

Automates core HR functions such as talent management, employee evaluation and learning management

Set up and manage health savings and flexible spending accounts for your employees

Create, administer and manage insurance policies for various customers and insurance lines

Businesses operating within the life and health insurance sectors

Create, manage, and track policies and procedures within an organization

Calculate rule-based prices for a product/service

Tool used to determine accurate pricing and product eligibility for borrowers

Create proposals based on costs of labor and materials

Generate quotes or estimates for customers

Receive data and information in real time

Active reporting of data and metrics

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

View and track pertinent metrics to find patterns and gain insights from data

Search and filter data across systems to locate required information by entering keywords or certain criteria

Online portal through which end users can access the system, manage tasks, or obtain information

Track the status over time for a request, process, asset, or transaction

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

4.5 (4)

4.5

Based on 4 reviews

## Pricing

Value for money

4.5 (4)

Basic

$399.00

Flat Rate,Per Month

Value for money

4.5 (4)

4.5

Based on 4 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

4.5 (4)

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

4.5 (4)

4.5

Based on 4 reviews

## User reviews

Overall rating

5.0

Based on 4 reviews

Filter by rating

5(4)

4(0)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

EH

Ezra H.

CEO

Insurance

### "Very Impressive!"

5.0

Overall Rating

5.0

5.0

Ease of Use

3.0

3.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

8/10

September 12, 2023

Overall quite good

Pros

Team and innovations offered are top notch. Didn't fit my advisory business model but very good performance otherwise. I'm sure the service will go far!

Cons

Had some basic log in issues and setting up. Love the idea, but not working on quoting with small clients.

Reasons for choosing MyHealthily

attempted to replace other services with My Healthily and ultimately decided not to

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

JR

Jay R.

VP Sales

Insurance

### "MH Review"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

8/10

December 22, 2022

Great tool that could be better.

Pros

It is very easy to use and intuitive.

Cons

There are still a limited amount of carriers.

Switched from

[FormFire](https://www.capterra.com/p/143044/FormFire/)

Lack of carriers, inability to install, pricing errors

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

KD

Kevin D.

Sr. Strategic Account Manager

Insurance

### "MyHealthily 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

December 20, 2022

I'm quite fond of it. It's been a very helpful tool for our small groups, but has also been very useful for our larger clients. The MyHealthily team is wonderful to work with and are very accommodating/supportive. I look forward to setting up more clients with this product.

Pros

The portal is very user friendly and allow us to provide a unique experience for our groups that currently use it. Additionally, the onboarding experience is very simple. All of our current groups on MyHealthily love it.

Cons

Truthfully, I can't come up with anything I liked least. The software provides us with everything we need to administer groups for our agency.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

AS

Allison S.

Office manager

Construction

### "Makos Building Company health benefits (\[SENSITIVE CONTENT\])"

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

December 19, 2022

\[SENSITIVE CONTENT\] was so helpful for our company. He helped us understand the website/software and was available to answer questions or concerns at anytime. Myhealthily has been so great to have available and I would recommend it to anyone who needs it.

Pros

Easy and has everything you need to know

Cons

Comparing plans wasn’t as helpful and didn’t really show what the difference other than pricing.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

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