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.
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How get to access
For Partner API v1 (API key)
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:
For Partner API v2 (OAuth)
See the onboarding steps here.
Staging
If you'd like a Staging API key, email medicare-integrations@healthsherpa.com