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EspañolStart For FreeEspañolEspañolStart For FreeConnect client management in Apizeal with your quoting and enrollment process in HealthSherpa, with key data already prefilled and less information to re-enter.
The difference
The same data, typed twice. Hours spent copying and pasting, and more room for error.
You continue the process with your client’s key information already loaded. Some additional questions are completed in HealthSherpa.
Three steps inside the workflow you already use every day. Without leaving your client’s record.
Manage your client and household information in Apizeal.
Start the process toward HealthSherpa directly from Apizeal.
Continue in HealthSherpa with key data already prefilled to move forward with quoting or enrollment.
Real product
Benefits
Reduce the information you need to re-enter between platforms.
Speed up the step from client management to quoting and enrollment.
Less manual re-entry helps reduce data capture errors.
Keep Apizeal as your agency’s operating hub while you connect specialized tools like HealthSherpa.
Coverage
Quote plans in all 50 states from your workflow in Apizeal. With Apizeal + HealthSherpa, connect client management with the national quoting process, including off-exchange options.
Quoting
50 states
Quoting available in all 50 U.S. states, including off-exchange options.
On-exchange enrollment
FFM + Georgia
HealthSherpa supports completing on-exchange enrollment in FFM states and in Georgia.
In other states with State-Based Marketplaces, you can quote using HealthSherpa from Apizeal and complete enrollment in the corresponding exchange.
Your ACA operation
From OEP to Special Enrollment Periods, better connect your ACA process and reduce repetitive tasks all year round.
Explore integration resourcesOpen Enrollment Period
High volume, less manual re-entry.
Special Enrollment Periods
Cases that arrive any time of the year.
Renewals and follow-up
The client record keeps living in Apizeal.
See the integration in action
Watch the launch recording or the product demo and see the full workflow, from the client record in Apizeal to the intake form in HealthSherpa.
Talk to a specialistOperating hub
Run your operation from Apizeal and connect the specialized tools you need.
Connected specialized tools
ACA quoting and enrollmentApizeal + HealthSherpa connect client management with your quoting process to reduce repetitive work and create a smoother experience.
Already using Apizeal?
Learn how to activate Apizeal + HealthSherpa.
Learn how to activate the integrationNot using Apizeal yet?
Discover how Apizeal can help you better connect your ACA operation.
Request a demo