HealthSherpa Medicare Enrollment Platform
Enroll your Medicare clients more efficiently with HealthSherpa Medicare, a streamlined quoting and enrollment platform built specifically for Medicare agents and agencies. Easily compare plan options, manage client enrollments, and simplify the enrollment process from one convenient platform, giving you more time to focus on serving clients and growing your business.
A Smarter Way to Quote and Enroll Medicare Clients
Enroll, submit follow-ups, and track status.
Free! No monthly cost or cost per app.
Request Details
Work your Medicare book faster and easier
By simplifying the entire workflow, HealthSherpa Medicare empowers agents to focus on what they do best—building relationships and growing their business.
Powerful Medicare Tools
- Quickly compare Medicare Advantage, Medicare Supplement, and Part D plan options.
- Search plans based on your client’s coverage needs, prescriptions, providers, and preferred pharmacies.
- Review plan benefits and costs side by side to help clients make more informed decisions.
Streamlined Enrollments
- Complete Medicare enrollments through a faster, agent-friendly workflow.
- Keep quoting and enrollment activity in one convenient platform.
- Reduce repetitive data entry and move clients from plan comparison to enrollment more efficiently.
- Create a smoother enrollment experience for both agents and clients.
Manage clients & Opportunities
- Keep your Medicare clients and prospects organized in one place.
- Track where each client is in the quoting and enrollment process.
- Easily return to client records when it is time for an annual review or plan comparison.
- Spend less time managing administrative tasks and more time serving and growing your book.
Get Started Today
If you're ready to simplify your Medicare enrollment process and spend more time growing your business, HealthSherpa Medicare can help. Through PSM Brokerage, agents can access a modern enrollment solution designed to make Medicare sales more efficient.
What Can Agents Do With HealthSherpa Medicare?
HealthSherpa Medicare gives agents a dedicated environment for Medicare business. HealthSherpa states that agents can use its Medicare platform to shop, enroll, and support Medicare consumers.
Depending on available plans, carrier participation, agent appointments, and geographic availability, agents may use the platform as part of their workflow for:
MA Plan Comparison
Part D Plan Research
Medicare Supplement Research
Provider and Prescription Research
Electronic Medicare Enrollment
Client Management
How to Get Started With HealthSherpa Medicare
For agents working with PSM Brokerage, getting started is straightforward.
1. Request HealthSherpa Medicare access through PSM
Complete the request form on this page so our team knows you are interested in using the platform.
2. Confirm your Medicare contracting and appointments
Agents remain responsible for meeting applicable licensing, certification, appointment, and carrier requirements before marketing or enrolling clients in Medicare plans.
3. Create or access your HealthSherpa Medicare account
HealthSherpa maintains a dedicated Medicare platform separate from its ACA enrollment platform. Agents who also use HealthSherpa for ACA can move between the ACA and Medicare platforms through their HealthSherpa account interface.
4. Learn the quoting and enrollment workflow
Familiarize yourself with plan comparison, client management, and enrollment functionality before working with Medicare beneficiaries.
5. Start managing Medicare opportunities
Use the platform as part of your Medicare sales process to research plans, organize clients, complete eligible enrollments, and manage follow-up.
Frequently Asked Questions About HealthSherpa Medicare
What is HealthSherpa Medicare?
HealthSherpa Medicare is a Medicare enrollment platform that allows agents to shop for Medicare coverage options, enroll eligible consumers, and support Medicare clients. It operates separately from HealthSherpa's ACA enrollment platform.
Is HealthSherpa Medicare the same as HealthSherpa for ACA?
No. HealthSherpa describes HealthSherpa for Medicare as a separate enrollment platform. Agents who use both can move between their ACA and Medicare environments through their HealthSherpa account.
Who is HealthSherpa Medicare designed for?
The platform is designed for insurance agents and agencies working with Medicare consumers. Agents must still satisfy applicable licensing, certification, contracting, and carrier appointment requirements.
Can agents compare Medicare plans with HealthSherpa Medicare?
Yes. HealthSherpa describes the Medicare platform as allowing agents to shop Medicare coverage options and support Medicare consumers through the enrollment process.
Does HealthSherpa Medicare replace carrier contracting?
No. Enrollment technology does not replace carrier contracting, licensing, certifications, appointments, or other requirements necessary to sell Medicare products.
Can I use HealthSherpa for both ACA and Medicare?
HealthSherpa offers separate ACA and Medicare platforms. Agents with access can switch between HealthSherpa for ACA and HealthSherpa for Medicare from the HealthSherpa dashboard.
How do I get access to HealthSherpa Medicare through PSM Brokerage?
Complete the access request form on this page. A member of the PSM Brokerage team can help you determine the appropriate next steps for accessing and using HealthSherpa Medicare.