01
Quote and enroll from the call form.
One click opens a pre-filled quote in HealthSherpa. Your agent quotes and enrolls without dropping the call.
HealthSherpa Medicare / Quoting and enrollment sync
The sale happens in HealthSherpa. The book lives in careCycle.
Quote and enroll from the call form. Submitted Medicare enrollments come back as policy records on the member, carrier, plan, effective date and writing agent already attached.
- Calls
- Live call
Ask careCycle⌘K
On air · 3
Margaret Sullivan
(239) 555-0114
SP
Script
Hi Margaret! My name is Sarah, and I'm a licensed agent with Meridian Senior Benefits. I'm calling to make sure everything's going smoothly with your new plan. Before we get started, I need to let you know this call is recorded for compliance purposes. Is that okay with you?
TPMO disclosure
Playing to the customer — 0:12 / 0:45
Verify identity
First Name*
Margaret
Last Name*
Sullivan
Date of Birth*
03/14/1947
MBI Number*
4RT0-XX8-YY22
Current plan
Carrier
Humana
Plan Name
Humana Gold Plus HMO
HealthSherpa
Opens a pre-filled quote for this customer in a new tab.
TranscriptNotes
You
Hi Margaret! This is Sarah with Meridian Senior Benefits, on a recorded line.
2:07:24 PM
Margaret Sullivan
Oh hi Sarah, yes that's fine.
2:07:31 PM
You
Wonderful. I'm calling to make sure everything's going smoothly with your new plan.
2:07:36 PM
Margaret Sullivan
I got my ID card on Tuesday. I did have a question about my drug tiers.
2:07:44 PM
You
Happy to check that. Can you confirm your date of birth for me first?
2:07:51 PM
Margaret Sullivan
March 14th, 1947.
2:07:57 PM
You
Thank you. And the Medicare number on your red, white, and blue card?
2:08:05 PM
Margaret Sullivan
It's 4RT0-XX8-YY22.
2:08:16 PM
The gap between the sale and the system.
Your agent submits a Medicare enrollment in HealthSherpa. Your agency does not see that policy until someone types it in. Or until the commission statement catches up weeks later.
Nobody makes the welcome call. Nobody catches the effectuation problem. Nobody knows the policy exists yet.
The member's first real contact with you is after something has already gone wrong.
At fifteen agents that is not a data entry problem. It is a retention problem with a two-week head start.
02
Enrollments come back as policies.
Submitted Medicare enrollments arrive as customer and policy records. Carrier, plan, effective date, writing agent.
03
Nothing gets re-keyed.
What careCycle knows about the member goes out. What HealthSherpa confirms comes back. Nobody retypes either direction.
How it works
Inside HealthSherpa.
01 / Quoting and enrollment
Quote and enroll without leaving the call.
The button lives on the call form. That is where the conversation is. Your agent clicks it mid-call, a pre-filled quote opens in HealthSherpa for the customer already on the phone, and the enrollment follows in the same session.
careCycle passes what it already knows, down to the Medicare number and Part A and B effective dates. Anything HealthSherpa cannot accept is left out instead of failing the quote. A bad ZIP never stops an agent mid-call.
Each agent signs in to HealthSherpa once and connects their own account. HealthSherpa ties access to the individual agent, so nobody connects on anyone else’s behalf.
Cleaner customer records mean less retyping.
- Policies
Ask careCycle⌘K
On air · 3
Policies
OverviewListPlan Crosswalk
Customer, carrier, plan, or policy ID...
Effective date:Any date
Policy type:All
Policy status:All
| Created | Customer | Type | Carrier | Plan | Policy number | Status | Effective date | ||
|---|---|---|---|---|---|---|---|---|---|
| 12 minutes ago | EWEleanor Whitfield | MAPD | UnitedHealthcare | AARP Medicare Advantage Choice (PPO) | H2228-045-001 | Active | Jan 1, 2026 | ||
| 38 minutes ago | HJHarold Jenkins | MAPD | Humana | Humana Gold Plus (HMO) H1036-137 | H1036-137-000 | Pending Effectuation | Aug 1, 2026 | ||
| about 1 hour ago | DCDorothy Callahan | FE | Mutual of Omaha | Living Promise Whole Life | LP-4482913 | Active | Jun 15, 2026 | ||
| about 3 hours ago | WSWalter Simmons | PDP | Wellcare | Wellcare Value Script (PDP) | S4802-142-003 | Pending | Aug 1, 2026 | ||
| about 5 hours ago | GTGladys Turner | MAPD | Devoted Health | Devoted DUAL Care (HMO D-SNP) | H1290-021-002 | Active | Mar 1, 2026 | ||
| 1 day ago | EFEugene Fitzpatrick | MS | Mutual of Omaha | Medicare Supplement Plan G | MS-83921047 | Active | Feb 1, 2026 | ||
| 1 day ago | NJNorma Jean Whitaker | MAPD | Aetna | Aetna Medicare Eagle II (PPO) | H5521-304-001 | Not ApprovedPlan not offered in county | — | ||
| 2 days ago | RDRaymond Delgado | MAPD | Cigna | Cigna Preferred Medicare (HMO) | H4513-062-004 | Placed | Aug 1, 2026 | ||
| 2 days ago | BLBetty Lou Hargrove | PDP | Humana | Humana Premier Rx (PDP) | S5884-197-002 | Active | Jan 1, 2026 | ||
| 3 days ago | CBClarence Boyd | MAPD | Anthem BCBS | Anthem MediBlue Plus (HMO) | H3655-118-001 | Active | Jan 1, 2026 | ||
| 4 days ago | PMPhyllis McCray | MS | Cigna | Medicare Supplement Plan N | MS-77140382 | CancelledMoved to employer coverage | Sep 1, 2025 | ||
| 6 days ago | APArthur Pemberton | FE | Mutual of Omaha | Living Promise Whole Life | LP-4507218 | Pending | Aug 1, 2026 |
Show 25 rows
Showing 1 to 25 of 41,326 entries«‹123...1654›»
02 / Enrollment sync
Enrollments come back on their own.
One webhook connection per agency, set up once by an admin. No agent has to do anything.
An agent submits a Medicare enrollment in HealthSherpa. careCycle creates or matches the customer and adds the policy as Pending, with the carrier, plan, effective date, and the writing agent's name and NPN.
Resending the same enrollment is ignored on purpose. Nothing lands twice.
- Customers
Ask careCycle⌘K
On air · 3
Customers
OverviewList
Name, phone, or ID...
Date range:Created · Any date
Show:All
Assigned to:All
Campaign:All
| Customer | Contact | Active campaigns | Active policies | Last contact | Assigned to | |||
|---|---|---|---|---|---|---|---|---|
Eleanor Whitfield3f9c2b71-8d4e-4a1f-b6c2-91e07d5a4c18 | (602) 555-0148 | Medicare AEP 2026 – Inbound | MAPD | Jul 17, 2026 9:41 AMQualified | RARosa Alvarez | |||
Harold Jenkins7a1e4d92-0c3b-4f6e-9d21-5b8f3e6a0c47 | (813) 555-0132 | Medicare Advantage – FL | MAPD | Jul 17, 2026 9:26 AMAppointment Scheduled | JNJason Nguyen | |||
Dorothy Callahanc58b0e13-6f2a-4d97-8e4c-2a7d91b3f605 | (480) 555-0197 | Final Expense – Live Transfers | FE | Jul 17, 2026 8:52 AMTransferred | SPSarah Patel | |||
Walter Simmons1d6f8a24-b93e-4c05-a71f-e4c2908b6d3a | (704) 555-0119 | T65 Turning-65 Outreach | PDP | Jul 16, 2026 4:18 PMNew Customer | MOMichael O'Brien | |||
Gladys Turner9e2b7c45-1a8d-4f3b-bc60-7f15d2e8a943 | (305) 555-0163 | DSNP Dual-Eligible | MAPD | Jul 16, 2026 2:07 PMVoicemail | DFDanielle Fox | |||
Eugene Fitzpatrick64a0d3f8-2e5c-4b19-9f7a-c83e10b5d276 | (614) 555-0186 | Med Supp Aged Leads | MS | Jul 16, 2026 11:44 AMQualified | MRMarcus Reed | |||
Norma Jean Whitakerb7f41e09-5c2d-4a68-8e3b-d90a6c1f4e52 | (918) 555-0141 | - | - | Jul 15, 2026 3:36 PMNot Interested | PSPriya Shah | |||
Raymond Delgado2c85f6a1-7d0e-4b3c-a942-6e1b8d07f3c9 | (210) 555-0177 | Medicare AEP 2026 – Inbound | MAPD | Jul 15, 2026 1:12 PMAppointment Scheduled | KBKevin Brooks | |||
Betty Lou Hargrovee03a9d57-4b1f-4c86-b2d5-18f7c6a9e0b4 | (423) 555-0125 | DSNP Dual-Eligible | PDP | Jul 15, 2026 10:05 AMBusy/No Answer | TWTanya Willis | |||
Clarence Boyd58d2c0b6-9a3e-4f71-8c14-a6e9f2d05b83 | (919) 555-0158 | Medicare Advantage – FL | MAPD | Jul 14, 2026 4:49 PMIdentity Verified | RARosa Alvarez | |||
Phyllis McCrayaf61b8e3-0d4c-4e29-9b57-3c8a1f7e62d0 | (504) 555-0109 | - | - | Jul 14, 2026 9:58 AMDo Not Call | DFDanielle Fox | |||
Arthur Pemberton0b94e7c2-6f1a-4d38-a5e0-f2d7b3c8196e | (717) 555-0134 | Final Expense – Live Transfers | FE | Jul 12, 2026 2:31 PMQualified | JNJason Nguyen |
Show 25 rows
Showing 1 to 25 of 52,184 entries«‹123...2088›»
03 / Downline
Credit follows the writing agent.
Enrollments submitted by downline agents arrive on the agency's webhook. Each one is credited to the careCycle member whose email matches the submitting agent's HealthSherpa email.
If no member matches, your assignment rules and default assignee apply. Enrollments never land unassigned. A customer who already belongs to an agent keeps that agent.
One connection for the agency. Credit still follows the writing agent.
04 / Setup
Turn on either half.
Quoting sends data out. The webhook brings data in. The two halves are configured separately and work independently, so an agency can turn on enrollment sync today and roll out quoting whenever it suits. Minutes either way.
If you are live on careCycle, you can connect HealthSherpa. Every plan, no add-on.
Both careCycle and HealthSherpa are HIPAA compliant and SOC 2 Type 2 certified. The data moves between two audited systems and nowhere else.
Questions
What teams ask about HealthSherpa.
Does careCycle integrate with HealthSherpa?
Yes. careCycle has a two-way integration with HealthSherpa Medicare. Agents quote and enroll from inside a careCycle call, and submitted enrollments come back as customer and policy records.
How do I connect HealthSherpa to careCycle?
Each agent signs in to HealthSherpa and connects their own account under Settings > Integrations > HealthSherpa Account. Separately, an admin generates a Destination URL and API key under Settings > Integrations > HealthSherpa Webhook and adds them on HealthSherpa’s Integrations tab. Full steps are in the setup guide.
What data does careCycle send to HealthSherpa?
Name, date of birth, email, phone, address, Medicare number, Medicaid status and number, and Medicare Part A and B effective dates, taken from the customer record. Anything HealthSherpa cannot accept, like an invalid ZIP or an unrecognized state, is left out instead of failing the quote.
What comes back from HealthSherpa?
Submitted Medicare enrollments arrive as customers and policies with a Pending status, plus the carrier, plan, effective date, and the writing agent's name and NPN.
Can one admin connect HealthSherpa for the whole team?
No. HealthSherpa ties access to the individual agent, so each agent connects their own account for quoting. The enrollment webhook is different. One admin sets it up once for the entire agency.
Why is the HealthSherpa quote button disabled?
The agent has not connected their HealthSherpa account, they lack permission to edit customers, or the call is not linked to a customer yet.
An enrollment did not appear in careCycle. Why?
Resending the same enrollment is ignored on purpose, so a repeated test will not create a second policy. Submit a new enrollment to see a new record.
An enrollment was credited to the wrong agent. Why?
careCycle credits the submitting agent when their HealthSherpa email matches a team member's careCycle email. If it does not match, your assignment rules and default assignee decide the owner. A customer who already belongs to an agent keeps that agent.
Does the HealthSherpa integration work for ACA?
Medicare is live today. ACA is next.
Does the integration cost extra?
No. If you are live on careCycle, you can connect HealthSherpa. It is included on every plan.
Is the integration secure?
Both careCycle and HealthSherpa are HIPAA compliant and SOC 2 Type 2 certified. Agents authenticate with their own HealthSherpa credentials.
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See it on your book
Close the gap between the enrollment and the record.
See a quote open mid-call, the enrollment go out, and the policy land back on the member record with nothing re-keyed.
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