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
Searching for existing Contacts in HealthSherpa
Reassigning contacts from one captive agent to another
Keeping your CRM in sync with HealthSherpa’s contact database
Linking from your CRM directly to the user's HealthSherpa quoting session.
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