HealthSherpa
Free ACA and Medicare quoting and enrollment platform for agents; its Medicare platform loads client prescriptions in bulk with AI.
Category: Quoting & Comparative Rating
Lines of business: Health, Medicare
Pricing: Free for agents (per site: "Totally free for all agents and agencies.")
Website: https://www.healthsherpa.com/site/medicare
Last checked 2026-10-16. Info is from the vendor's public site; verify before buying.
What agents use it for
Example prompt
Before enrollment-season reviews, set up clients in HealthSherpa for Medicare: use its AI bulk prescription loading to add each client's drug list, then quote and compare Medicare Advantage / MAPD plans across carriers for their ZIP. Verify plan details and follow CMS rules (e.g. Scope of Appointment) before discussing specific plans.
Review AI output for accuracy and compliance; never paste client PII.
Similar tools
Bold Penguin
Commercial submission platform; states its DeX AI reads, prices and routes submissions to markets.
Quoting & Comparative RatingCommercial P&CEZLynx
Comparative rating and agency management platform for independent agencies.
Quoting & Comparative RatingP&CiPipeline
Software for life insurance, annuities and wealth: quoting, e-apps and connectivity.
Quoting & Comparative RatingLife, AnnuitiesSemsee
Digital distribution platform connecting agents, partners, carriers and MGAs for commercial quoting.
Quoting & Comparative RatingCommercial P&C