--- description: Learn more about HealthSherpa price, benefits, and disadvantages for businesses in Australia. Read reviews from verified users and discover similar tools that fit your business needs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: HealthSherpa Cost & Reviews - Capterra Australia 2026 --- Breadcrumb: [Home](/) > [Insurance CRM Software](/directory/32554/insurance-crm/software) > [HealthSherpa](/software/207556/healthsherpa-for-agents) # HealthSherpa Canonical: https://www.capterra.com.au/software/207556/healthsherpa-for-agents Page: 1 / 5\ Next: [Next page](https://www.capterra.com.au/software/207556/healthsherpa-for-agents?page=2) > A free CMS-approved platform to quote, enroll, and manage your ACA business. > > Verdict: Rated **4.8/5** by 105 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Who Uses HealthSherpa? Agencies and brokers looking to save time enrolling and servicing ACA clients during OEP and post-enrollment. An easier, faster alternative to healthcare.gov - designed specifically for brokers. ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.8/5** | 105 Reviews | | Ease of Use | 4.8/5 | Based on overall reviews | | Customer Support | 4.6/5 | Based on overall reviews | | Value for Money | 4.9/5 | Based on overall reviews | | Features | 4.7/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: HealthSherpa - **Founded**: 2013 ## Commercial Context - **Pricing model**: Per User (Free version available) (Free Trial) - **Pricing Details**: Contact HealthSherpa for pricing details. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: United States ## Features - Activity Dashboard - Contact Management - For Insurance Industry - Lead Management - Quotes/Estimates - Sales Pipeline Management - Third-Party Integrations ## Support Options - Email/Help Desk - FAQs/Forum - Phone Support - Chat ## Category - [Insurance CRM Software](https://www.capterra.com.au/directory/32554/insurance-crm/software) ## Alternatives 1. [Less Annoying CRM](https://www.capterra.com.au/software/118921/less-annoying-crm) — 4.8/5 (645 reviews) 2. [HubSpot CRM](https://www.capterra.com.au/software/152373/hubspot-crm) — 4.5/5 (4451 reviews) 3. [Zoho CRM](https://www.capterra.com.au/software/155928/zoho-crm) — 4.3/5 (6964 reviews) 4. [Vanillasoft](https://www.capterra.com.au/software/27609/vanillasoft) — 4.6/5 (233 reviews) 5. [Ricochet360](https://www.capterra.com.au/software/141932/ricochet) — 4.8/5 (82 reviews) ## Reviews ### "I love using Health Sherpa" — 5.0/5 > **E Michele** | *21 June 2021* | Insurance | Recommendation rating: 10.0/10 > > **Pros**: Health Sherpa make is effortless to quote leads without starting an application. It can be changed multiple times until the perfect plan is found and you can easily set parameters in the searches. > > **Cons**: Have a little trouble making sure all of my appointments were in the system but I was able to find the resources to help. > > Overall, I really like using Health Sherpa for my ACA clients. It is easy to use and hes all of the tools I need for ACA enrollment. ----- ### "Great product for newbies" — 5.0/5 > **Regina** | *19 November 2020* | Insurance | Recommendation rating: 10.0/10 > > **Pros**: When starting out in the Marketplace, this is THE go to product for newbies\! Easy to use and direct access are fantastic. > > **Cons**: Difficult to manage your clients especially when the client is a shopper and changes their choices. This creates duplications that are impossible to remove. > > Working on removing duplication. Had issues in the past with importing clients but that has been resolved. ----- ### "Watch out for your business "magically disappearing"" — 3.0/5 > **James** | *3 September 2021* | Insurance | Recommendation rating: 2.0/10 > > **Pros**: They would pay a referral fee for clients enrolled in plans that I am not contracted with. But, even when I became contracted with the carrier the client was not automatically assigned to my NPN. They require a time consuming process to go through-and each step must be absolutely done precisely or it accomplishes nothing and they do nothing to inform you. The process should become automatic\! > > **Cons**: When I enrolled clients in the Marketplace my NPN was not placed on the application, resulting in me not being paid. This has happened numerous times since 2020. I even had clients end up with a different Agent's NPN on the application. Health Sherpa claimed that it was not their fault. But, when they provided the raw data from my enrollments it clearly showed me as the enrolling agent but my NPN was omitted. Then they said that there was nothing they could do. Then you get no help from healthcare.gov or the Carrier either. You're just stuck with an impossible task involving a three-way-call to the Marketplace. This is impossible to pull off as the client is impossible to contact at this point. > > It seemed quite ease at first. Then I realized that it is just what they want you to think. They do not inform you of all of the "procedures" necessary to keep your business from ending up in their pocket. ----- ### "Saves so much time" — 5.0/5 > **Lisa** | *22 November 2020* | Insurance | Recommendation rating: 10.0/10 > > **Pros**: I like the ability to assist clients by picking up an application they already submitted and can update the changes for them at their request. This application process saves me so much time. I am glad the ability to add dental plans was added to the dashboard. I love the dashboard where when I client calls I can quickly and securely tell the client about their plan. > > **Cons**: I cannot split family members into different plans. Often 1 family member uses the insurance more than the rest of the family, so it would help keep the overall monthly premium if we could put the clients into different plans. I wish Health Sherpa was more mobile freindly. I often get errors when transferring from the Marketplace to Health Sherpa especially after I have updated a current year plan. > > Before I heard about Health Sherpa I helped clients create a healcare.gov personal login. Often the password would just quit working for them for no reason, and every year we had a difficult time resetting the password. Often needing to wait more than 24 hours, which meant I had to set a appointment with the client again for a different date. This system gives me the ability to use my own agent login to the Marketplace and assist clients more reliably. ----- ### "Health Sherpa My ACA Enrollment Dream Come True" — 5.0/5 > **Sheron** | *23 November 2020* | Insurance | Recommendation rating: 10.0/10 > > **Pros**: Free for agents to use. The ease if use. The speed of the application process. Very easy client management. One stop shop access to all client documents. Real time updates on acceptance of required documents and payment on client accounts. Instant emails with payment options sent to client with agent cc'd to the message. Perfect ACA CRM. Client facing enrollment links for client self enrollment > > **Cons**: The print option needs improvement. The print layout is not eye catching. > > I first heard about Health Sherpa in 2014 when Maryland Health Connection was having major issues. I emailed \[SENSITIVE CONTENT HIDDEN\] letting them know I would love to have a platform like their for agent ACA enrollment. I signed up as soon as they went public. All web brokers had issues in the beginning but Health Sherpa in the end is the one I stuck with and will be with to the end. The team has always been responsive to my needs. They have been consistent from the begining and now have a product that in my opinion is second to none. I highly recommend Health Sherpa to all ACA agents. Throught their referral programs Health Sherpa has designed a platform that is mutually beneficial to both them and the agents and offer enrollments on their platform free of charge with no per application fees. ----- Page: 1 / 5\ Next: [Next page](https://www.capterra.com.au/software/207556/healthsherpa-for-agents?page=2) ## Links - [View on Capterra](https://www.capterra.com.au/software/207556/healthsherpa-for-agents) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | ----- ## Structured Data