HealthSherpa

	Learn and launch with us: a platform introduction and role-based setup guides for every carrier user.

Getting Started

Operate with confidence: a page-by-page walkthrough of the White Label, Off-Exchange, Marketplace, and General Settings pages.

Dashboard

Run the day to day: user onboarding, agency access, exports, and readiness for OEP, renewals, and testing.

Admin Tools & Tasks

Build alongside us: technical guides for Deeplinks, SSO, Data Exchange Postback, Off-Exchange, and the Policy Status Feed.

Integrations

See the other side: how agents and consumers experience enrollment, with curated agent resources.

The Agent & Consumer Experience

Collaborate across departments: resources your marketing, technical, data analytics, and pharmacy teams can pick up and run with.

Working with HealthSherpa

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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