HealthSherpa for Agents streamlines the shopping and enrollment process so you can focus on what matters: your clients.
A free HealthSherpa for Agents Account lets you prepare for the busy season, quickly complete enrollments, and monitor follow-up throughout the year. Enroll and renew clients in a streamlined, compliant environment that takes less than half the time of other exchanges.
Customizable enrolment website to market yourself and collect leads
ull suite of client relationship management (CRM) tools
Intake and consent forms and storage, Agent of Record (AOR) insights, payment information, and reporting
Exclusive enrolment and retention bonuses
See how Vanillasoft enables your agents to have more productive conversations and close more deals. Get started with a personalized walk-through today.