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
Agency accounts
Humana enrollment will be live in June 2025
Imports will allow for enrollment data imported along with Contact data
Manually add enrollment records to Contacts
Coming by AEP, or sooner
Shopping:
Built in TPMO disclaimer
Client self-enrollment (PURL)
CRM:
Call recording & dialer
Medicare history checks (BEQ)
Medicaid eligibility checks (BEQ)
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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