How it works
The HealthSherpa Medicare Partner API enables agents, 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.
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)
If you have an agency account, you can self-serve a Partner API key from the Integrations tab on our platform. See docs and onboarding steps here.
For Partner API v2 (OAuth)
Agent or agencies can integrate with our v2 API. See the onboarding steps here.
Staging
If you'd like a Staging API key, email medicare-integrations@healthsherpa.com