Overview

HealthSherpa Medicare is an all-in-one platform where any agent can shop, enroll, and track their clients. Sign up at Medicare.HealthSherpa.com.

FMO neutral

We’re not an FMO or agency – we're a neutral technology platform. So no matter which upline(s) you have, you can keep them as-is and use HealthSherpa Medicare. It’s your book of business, your data, your platform.

Multi-carrier

Quote and enroll carriers in one place, regardless whether you use different uplines for different carriers. No more bouncing between various platforms. See our (always growing) list of enrollable carriers.

No cost

We're free for agents and agencies. Our optional referrals program keeps it that way.

Ready-to-sell

We pull your Ready-to-Sell status directly from carriers, automatically, so you don't have to think about it. See how RTS works.

Save drugs & providers

Check drug and provider networks across plans, and save them to your contacts' profiles for easy access. And use AI to add drugs fast with RxAssist.

Client Intake form

Let clients add or edit their own info – details, drugs, providers, etc – before you meet, using our streamlined Intake form.

Streamlined enrollment

Save time with our CMS- and carrier-approved enrollment forms, using either Voice Signature or eSignature.

Agency accounts

Manage both captive and independent downline agents with our agency accounts.

Trusted by 60,000+ brokers

We’ve built the largest ACA platform, trusted by over 60,000 brokers, and processing over 10 million annual enrollments. Now we're bringing that experience to Medicare.

Product demo

Want a deeper platform overview? Watch a recording of our recent webinar.

Or if you'd like a 1-on-1 live demo, grab a slot on our calendar here.

Getting started

Learn more about how the core product works in these articles:

FAQ

How do you make money?

We have an optional referrals program which funds our platform.

Can I use this if I have an agency upline?

Yes – we’re fully upline-neutral. Whether you use one upline, multiple, or none, you can use our platform without affecting any of your existing relationships. We’re not part of any hierarchy, and commissions flow exactly the same as if you submitted through any other platform or directly through a carrier portal.

Where do you get your data?

Our plan quoting data comes via our integration with Connecture. They're an established and reliable source of data, having originally powered Medicare.gov and pioneered drug quoting data for Medicare.

Which carriers work on this platform?

You can quote nearly every MA carrier, many Supp carriers. You can enroll over 50 carriers. See the full list here