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
Call recording & dialer
Call out of our platform, record calls, save to Contact profiles for 10 years.
Spanish enrollment forms
Multiple Admins for agency accounts
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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