Use Cases

Typical uses of our API

Sync your CRM records into HealthSherpa to avoid dual data entry

• Create and update contact records in HealthSherpa so that dual data entry is eliminated across the quoting and enrollment flow.

• Data entered in your CRM flows all the way from quoting through to the enrollment form.

• This also reduces errors or typos across systems.

Add a “Quote in HealthSherpa” button to your CRM

• Launch the HealthSherpa quoting session for a specific contact using our redirect_url

Typical uses of our Webhook

Sync your HealthSherpa enrollment records into your CRM to avoid dual data entry

• Enrollment and contact data syncs from our system to yours.

• Triggered by our enrollment submission event.

• Avoid copying and pasting enrollment data from our system to yours, it's automatic.