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 |
Coming next
Humana enrollment is coming soon
Wellcare enrollment is coming soon
Agency feature: Shared book of business access for captive downline agents
RetireFlo integration
MedicarePro CRM integration
Coming soon
Track & resume quotes sent
Agency-to-agency join codes – to build multi-layered hierarchy
Reporting views
Medicare history checks (BEQ)
Medicaid eligibility checks (BEQ)
Call recording & dialer
Client self-enrollment (PURL)
Activity log per contact
Carrier enrollment
We're enabling enrollment for new carriers every month! See the list.
ACA integration:
Shared login between your ACA & Medicare accounts
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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