Use Cases

Partners typically use the API to:

• Add a “Quote in HealthSherpa” button to your CRM

  • Seamlessly launch the HealthSherpa quote flow using contact data from your CRM.

• Keep your CRM and HealthSherpa in sync

  • Push updates to contact information (e.g., address, phone, MBI) so agents always work from up-to-date records.

  • Eliminate double-entry and reduce errors across systems.