Skip to main content

Partner API

Jeff Kriege avatar
Written by Jeff Kriege
Updated over a week ago

How it works

The HealthSherpa Medicare Partner API enables agencies and partners to integrate their CRM systems with HealthSherpa’s Medicare platform. This API currently supports:

  • Creating new Contacts in the HealthSherpa system

  • Updating existing Contact information

  • Keeping your CRM in sync with HealthSherpa’s contact database

  • Linking from your CRM directly to the user's HealthSherpa quoting sesion.

Each Contact is associated with a specific agent within your agency, ensuring proper attribution and access control.

The fields for the Contact cover basic info, contact info, and eligibility info.


Read our API documentation:
docs.medicare.healthsherpa.com

How get to access

You can self-serve a Partner API key from the Integrations tab on our platform once you've converted your account into an agency account:

If you'd like a Staging API key, email medicare-integrations@healthsherpa.com

Integrating with MedicarePro? Use the Partner API key, and follow this guide

Did this answer your question?