View the technical docs for our webhook here:
https://docs.medicare.healthsherpa.com/webhooks/introduction
Our webhook lets us to push real-time enrollment and contact data directly to your CRM or system of record at the moment an enrollment is submitted.
How it works
When an enrollment is submitted through HealthSherpa Medicare we send a payload to your callback URL with the enrollment and contact data in the payload.
Enrollment submissions from across your agency account and any connected downline accounts will trigger a webhook to your endpoint.
Getting started
To set up a webhook, you'll need to:
Create a HealthSherpa agency account (guide). Note: If you're individual agent, you can still convert to an agency account.
Email medicare-integrations@healthsherpa.com to configure your webhook. You will need to provide:
An API key we will use to authenticate with your server (This will be passed as an
X-API-Keyheader)A callback URL on your server, we will send webhooks to this URL
Implement your callback URL to ingest the Submission Payload Schema
Retries
There are three automatic retries – at 20 seconds, 10 minutes, and 1 hour after the initial delivery, if it fails.
Fields included
We include fields from the enrollment and contact records – see the full list here:
A note about agency accounts:
Your agency account and 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 application and contact fields in the payload.
Enrollments from downline accounts joined to you as independent agents receive all application fields and a limited subset of contact fields.
See the Submission payload schema for full field details.
Event types
Currently, one event type is supported: enrollment submission. More event types are on the roadmap.
Got feedback?
Please send any feedback, requests, or questions to medicare-integrations@healthsherpa.com