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 soon
Sub-agency account joins (Launching in March)
Allows join codes to connect agency account to agency account (whether captive or independent join) to build full sub-agency hierarchies.
Call recording & dialer
Call out of our platform, record calls, save to Contact profiles for 10 years.
Activity log per contact
See who did what, whether you, or a colleague, or your client (via Intake).
Compare vs current plan
Robust reporting views
Medicare history checks & Medicaid eligibility checks
This uses the CMS BEQ API (similar to MARx) to pull a client's Medicare information (Part A/B effective dates, current Medicare plan, etc) and Medicaid information (eligibility, Medicaid level, LIS level)
Client self-enrollment (PURL)
Send a link for client to self-enroll - with your NPN attached.
Carrier enrollment
We're enabling enrollment for new carriers every month! See the list.
Questions? Contact support
Call (855) 521-4984 or email medicare-agents@healthsherpa.com with questions.
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