The MedicarePro CRM + HealthSherpa Medicare integration is an automated 2-way sync of contact data between our platforms.

This removes duplicate data entry, and lets you jump right from MedicarePro into quoting and enrollment on HealthSherpa Medicare, easy.

What the integration does

Syncs in: Sends contact details, drugs, pharmacies, and providers from MedicarePro → HS Medicare.
Easy quote button: Adds a HS Medicare button to each MedicarePro contact – hop right into their quoting session, with a pre-filled enrollment application.
Syncs out: Sends data from HS Medicare → MedicarePro when an enrollment is submitted – sending policy details, plus drugs, pharmacies, and providers.

Prerequisite

Note: Your HealthSherpa Medicare email must match your MedicarePro email.

1. Setting up the sync to HS Medicare

Here's how to set up the sync of data from MedicarePro to HS Medicare:

In MedicarePro, go to Settings → Integrations.
Scroll to HealthSherpa Medicare and click the Connect button.
If you're not already signed in to HealthSherpa, you'll be prompted to sign in.
That's it! MedicarePRO and HS Medicare are now integrated.

A note for agencies: This setup is done at the agent level. If you are part of an agency using MedicarePro together, each agent who'd like to integrate would each set it up for their own account, including the agency principal.

Syncing Contacts to HS Medicare

Open a client profile in MedicarePro.
Click the HealthSherpa Enroll button. When you do, MedicarePro will:
- Create a new contact in HS Medicare if no match is found, or
- Update the existing contact if a match is found
- See details below

How matching works: When you click Enroll, MedicarePro decides whether to create a new contact in HS Medicare or update an existing one. It checks in this order:

HealthSherpa Medicare contact ID — stored on the MedicarePro profile after the first sync. If present, MedicarePro uses it and updates the existing HealthSherpa Medicare contact.
First name + last name + date of birth combo
Medicare Beneficiary Identifier (MBI)

If none of those match confidently, MedicarePro will create a new contact rather than risk merging with the wrong one. This is intentional – creating a duplicate is safer than corrupting an existing profile with data from someone else. If you do end up with duplicates, you can merge records.

Note: Each contact is synced one at a time. Data only transfers when you click this Enroll button – it does not automatically sync.

Quoting on HealthSherpa Medicare

To hop into quote & enroll for your MedicarePro contacts, click that same Enroll button that's at the top right of the contact profile page:

You'll then see this pop-up. Click "Continue to HealthSherpa Medicare"

This drops you into the HealthSherpa Medicare quoting session for that contact.

From there, when you proceed from the quote to enrolle the enrollment form will be pre-filled with all of the synced data, which means no duplicate dual entry.

Fields sent from MedicarePro to HS Medicare

We sync this Contact data from MedicarePro to HS Medicare:

Drugs
Pharmacies
Providers
Contact details:
- first_name, last_name
- address_1, address_2, city, state, zip
- birth_date
- sex
- email
- phone
- extra_help
- medicaid_eligible
- medicaid_number
- medicare_number
- medicare_part_a_effective_date
- medicare_part_b_effective_date

2. Setting up the sync back to MedicarePro

To sync data from HS Medicare back to MedicarePro, you'll leverage our webhook.

How to set it up

In MedicarePro, go to Settings → Integrations.
Click into the HealthSherpa Medicare integration
Grab the Webhook URL and API key you see there, and email them both to
medicare-integrations@healthsherpa.com.
- (Send from the email you use to log into HS Medicare)
We'll set it up for you and reply once it's live.

Once set up, any time an enrollment is submitted on HS Medicare, we'll sends the contact's data back to MedicarePro automatically.

Fields sent from HS Medicare to MedicarePro

For existing MedicarePro contacts:
- We send the contact's policy record, drugs, providers, and pharmacies.
For contacts that don't yet exist in MedicarePro:
- We send contact, adding the policy record, drugs, providers, pharmacies – and also the contact details.

Example

Here's an example of the policy record that's automatically created on MedicarePro when you submit on HealthSherpa Medicare:

Setting this up as an agency

If you set this up connected to your agency account, then any connected downline agent accounts are included in the scope of this webhook.

Enrollments from downline accounts joined to you as captive agents send all data from the "Fields sent from HS Medicare" section above.
Enrollments from downline accounts joined to you as independent agents receive all policy record fields and a limited subset of contact fields.
See the Submission payload schema for full field details.

Note: If you're a captive agent under an agency in HealthSherpa Medicare, you'll need your agency admin to set up this webhook.

Troubleshooting

My integration didn't connect, why?

Make sure you connected using the steps described above.
Make sure your MedicarePro account email matches the email for your HealthSherpa Medicare account.
Clear cache & cookies for medicareproapp.com and medicareprocrm.com
Disconnect the integration in MedicarePro, then Connect it again. (Note: if you do this, MedicarePro generates a new Webhook URL and API key that you'll need to send us if you want the sync back to MedicarePro to work.)

My contacts aren't syncing, why?

Make sure you connected using the steps described above.
Make sure your MedicarePro account email matches the email for your HealthSherpa Medicare account.
If you have multiple HealthSherpa Medicare accounts, make sure you integrated while being logged into the right one.
If you're using MedicarePro with your agency, make sure that you are the user/agent assigned to the contact in MedicarePro.
Clear cache & cookies for medicareproapp.com and medicareprocrm.com
Disconnect the integration in MedicarePro, then Connect it again. (Note: if you do this, MedicarePro generates a new Webhook URL and API key that you'll need to send us if you want the sync back to MedicarePro to work.)

I'm seeing duplicate contacts in MedicarePro – how do I fix them?

This can happen when MedicarePro can't confidently match an incoming contact to an existing one (see "How matching works" above). When in doubt, MedicarePro creates a duplicate rather than risk merging the wrong profiles. To clean these up, use MedicarePro's profile merge function.

My drugs, pharmacies, or providers aren't transferring over

We're able to transfer drugs, pharmacies, and providers that come from a Connecture-powered data source. If you added them directly via the MedicarePro platform, they are Connecture-powered and will transfer. If you imported them into MedicarePro from a Connecture-powered source, they will transfer. If you imported them into MedicarePro from a source other than Connecture, they will not transfer. But, for any that don't transfer, we will create a Notes record on the Contact profile in HealthSherpa, with the Drug/Pharamacy/Provider details, so that you still have some record of it on the HealthSherpa side.

FAQ

Can I edit the information that gets sent back to MedicarePro?

Yes, you can edit or add to any of the data that gets sent back

Does this integration backfill?

No, the integration works from the moment you set it up, going forward. So after you integrate, as you sync contacts, they'll come over the HS Medicare, and as you enroll contacts, they'll be synced back to MedicarePro.

If you have additional questions, email medicare-integrations@healthsherpa.com