This is a peek at what we're planning, and is subject to change. See what we've recently launched on the What's New page.
Got feedback about our product roadmap? Submit feedback here |
Features up next
Client Intake forms
See ALL plans in shopping/quoting
Agency accounts
Humana enrollment will be live in April 2025.
Coming by AEP, or sooner
Shopping:
Built in TPMO disclaimer
Client self-enrollment (PURL)
CRM:
Call recording & dialer
Medicare history checks
Medicaid eligibility checks
Integration with external CRMs
Carriers:
We're adding new carriers every month! View the full list of carriers available here.
ACA integration:
Shared login between your ACA & Medicare accounts
Easy transfer of customers aging-in from your your ACA account to your Medicare account
Questions? Contact support
Call (855) 521-4984 or email medicare-agents@healthsherpa.com with questions.
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