01
Quote and enroll from the call form.
Agents open a pre-filled HealthSherpa quote for the customer already on the line, then enroll without leaving careCycle.
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.
Live Call
Ask careCycle⌘K
VT
Margaret Sullivan
(602) 555-0114
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
Has Medicare card
Current plan
Carrier
Humana
Plan Name
Humana Gold Plus HMO
Prescriptions
AddLisinopril — 10 mg Tab (Once daily)
Atorvastatin — 20 mg Tab (Once daily)
PreviousNext
TranscriptNotesCustomer
Sarah Patel0:04
Hi Margaret! This is Sarah with Meridian Senior Benefits, on a recorded line.
Margaret Sullivan0:11
Oh hi Sarah, yes that's fine.
Sarah Patel0:16
Wonderful. I'm calling to make sure everything's going smoothly with your new plan.
Margaret Sullivan0:24
I got my ID card on Tuesday. I did have a question about my drug tiers.
Sarah Patel0:31
Happy to check that. Can you confirm your date of birth for me first?
Margaret Sullivan0:37
March 14th, 1947.
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 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
VT
Policies
4,912 policies across 6,318 customers
OverviewAll Policies
Search customer, carrier, plan…
| Customer | Type | Carrier | Plan | Policy # | Status | Premium | Effective | |
|---|---|---|---|---|---|---|---|---|
| EWEleanor Whitfield | MAPD | UnitedHealthcare | AARP Medicare Advantage Choice (PPO) | H2228-045-001 | Active | $0.00 | Jan 1, 2026 | |
| HJHarold Jenkins | MAPD | Humana | Humana Gold Plus (HMO) H1036-137 | H1036-137-000 | Pending Effectuation | $0.00 | Aug 1, 2026 | |
| DCDorothy Callahan | FE | Mutual of Omaha | Living Promise Whole Life | LP-4482913 | Active | $58.14 | Jun 15, 2026 | |
| WSWalter Simmons | PDP | Wellcare | Wellcare Value Script (PDP) | S4802-142-003 | Pending | $17.40 | Aug 1, 2026 | |
| GTGladys Turner | MAPD | Devoted Health | Devoted DUAL Care (HMO D-SNP) | H1290-021-002 | Active | $0.00 | Mar 1, 2026 | |
| EFEugene Fitzpatrick | MS | Mutual of Omaha | Medicare Supplement Plan G | MS-83921047 | Active | $147.60 | Feb 1, 2026 | |
| NJNorma Jean Whitaker | MAPD | Aetna | Aetna Medicare Eagle II (PPO) | H5521-304-001 | Not Approved | $0.00 | — | |
| RDRaymond Delgado | MAPD | Cigna | Cigna Preferred Medicare (HMO) | H4513-062-004 | Placed | $0.00 | Aug 1, 2026 | |
| BLBetty Lou Hargrove | PDP | Humana | Humana Premier Rx (PDP) | S5884-197-002 | Active | $34.20 | Jan 1, 2026 | |
| CBClarence Boyd | MAPD | Anthem BCBS | Anthem MediBlue Plus (HMO) | H3655-118-001 | Active | $0.00 | Jan 1, 2026 | |
| PMPhyllis McCray | MS | Cigna | Medicare Supplement Plan N | MS-77140382 | Cancelled | $128.35 | Sep 1, 2025 | |
| APArthur Pemberton | FE | Mutual of Omaha | Living Promise Whole Life | LP-4507218 | Pending | $71.02 | Aug 1, 2026 |
Showing 1–12 of 4,912 policies
‹123…410›
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
VT
Customers
6,318 customers across 6 campaigns
Search customers…
AllLeadsCustomers
| Customer | Phone | Disposition | Campaign | Assigned To | Last Contact | |
|---|---|---|---|---|---|---|
| Eleanor Whitfield · 72 | (602) 555-0148 | Qualified | Medicare AEP 2026 – Inbound | RARosa Alvarez | 2m ago | |
| Harold Jenkins · 68 | (813) 555-0132 | Appointment Scheduled | Medicare Advantage – FL | JNJason Nguyen | 14m ago | |
| Dorothy Callahan · 76 | (480) 555-0197 | Transferred | Final Expense – Live Transfers | SPSarah Patel | 38m ago | |
| Walter Simmons · 64 | (704) 555-0119 | New Customer | T65 Turning-65 Outreach | MOMichael O'Brien | 1h ago | |
| Gladys Turner · 79 | (305) 555-0163 | Voicemail | DSNP Dual-Eligible | DFDanielle Fox | 2h ago | |
| Eugene Fitzpatrick · 71 | (614) 555-0186 | Qualified | Med Supp Aged Leads | MRMarcus Reed | 4h ago | |
| Norma Jean Whitaker · 74 | (918) 555-0141 | Not Interested | T65 Turning-65 Outreach | PSPriya Shah | 6h ago | |
| Raymond Delgado · 66 | (210) 555-0177 | Appointment Scheduled | Medicare AEP 2026 – Inbound | KBKevin Brooks | Yesterday | |
| Betty Lou Hargrove · 81 | (423) 555-0125 | Busy/No Answer | DSNP Dual-Eligible | TWTanya Willis | Yesterday | |
| Clarence Boyd · 69 | (919) 555-0158 | Identity Verified | Medicare Advantage – FL | RARosa Alvarez | 2d ago | |
| Phyllis McCray · 77 | (504) 555-0109 | Do Not Call | Med Supp Aged Leads | DFDanielle Fox | 3d ago | |
| Arthur Pemberton · 73 | (717) 555-0134 | Qualified | Final Expense – Live Transfers | JNJason Nguyen | Jul 14 |
Showing 1–12 of 6,318 customers
‹123…527›
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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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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