> For the complete documentation index, see [llms.txt](https://docs.medicare.healthsherpa.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.medicare.healthsherpa.com/integration-guide/use-cases.md).

# 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.&#x20;
* 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`&#x20;

<figure><img src="https://4280732804-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiCDhZFrTQhzXXDwK9Qwm%2Fuploads%2FA6rKIH81MLaims30IZGO%2FScreenshot%202025-05-30%20at%204.36.18%E2%80%AFPM.png?alt=media&amp;token=1d4c794b-e56a-4d82-a182-180c42184d95" alt=""><figcaption></figcaption></figure>

### 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.&#x20;
* Avoid copying and pasting enrollment data from our system to yours, it's automatic.

<figure><img src="https://4280732804-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiCDhZFrTQhzXXDwK9Qwm%2Fuploads%2F74pB8ztCJJEGh9bgYwqi%2FScreenshot%202026-02-26%20at%207.49.48%E2%80%AFPM.png?alt=media&amp;token=a04c91f9-61ec-4fc2-9cea-5f37e85cd606" alt="" width="563"><figcaption></figcaption></figure>
