🔹 A single dashboard to manage your practice
🔹 Seamless client intake with Nimble
🔹 Efficient Task Management and removed double entry work to keep you focused
Designed with efficiency in mind, Origin brings everything you need into one place—so you can spend less time on admin tasks and more time advising clients.
Intigrated with our proprietary Nimble intake, you can quickly and seamlessly gather the details you need from clients, ensuring nothing slows you down.
📌 Get Started in Minutes!
.png)
Secure PII & PHI Compliance
▼
SnapHealth’s software is built with security and compliance at its core, adhering to NIST 800, HITRUST, and HIPAA protocols to protect sensitive data. Every user executes a Business Associate Agreement (BAA) upon signup, underscoring our commitment to data privacy and integrity.
To ensure secure access, identity management is powered by Auth0 by Okta, incorporating Multifactor Authentication (MFA) and industry-leading security standards. All onboarding data—whether provided by you or submitted by clients—is encrypted in transit and at rest, utilizing Google Cloud’s advanced security infrastructure for seamless protection.
By aligning with globally recognized security leaders, SnapHealth provides enterprise-grade safeguards that ensure your data remains secure, resilient, and fully compliant—so you can focus on what matters most: helping your clients.
Task Management & Collaboration
▼
Origin streamlines task management by integrating automation, collaboration, and intuitive organization—keeping brokers and teams on track.
✅ Organize into Leads, Sales, or Service – The Task page gives an aggregate list of tasks with a new one generated whenever an intake is complete, allowing you to automatically track onboardings, or manually add tasks to a household for service work.
✅ Task Lists & Subtasks – Organize work into manageable steps. Drag and drop sub tasks to keep track of what is next and where you are at in the process.
✅ Due Dates & Reminders – Stay on track with automated alerts based on task due date.
✅ Activity Feed – Log fact-finding notes and track completed work in a timestamped feed for future reference and compliance.
✅ Status Indicators – Easily track progress with color-coded labels.
Origin ensures every task is structured, trackable, and completed on time—so you can focus on helping clients.
.png)
Client Profiles Organized by Household
▼
household level.
✅ Comprehensive Household View – See all members in one place, including contact details, demographics, and key identifiers.
✅ Keep Data & Documents Organized - Quickly store and capture Intakes, ACA Consent, and/or Scope of Appointments
✅ Census & Coverage Tracking – Easily manage household members, their insurance coverage, and important documents.
✅ Health & Income Data – Maintain up-to-date records on medical needs, financial status, and subsidy eligibility.
✅ Quick Notes & History – Log client interactions with timestamped notes for future reference.
✅ Task & Event Integration – Link open tasks, completed actions, and critical deadlines to each household.
With centralized data, real-time updates, and streamlined workflows, Origin ensures brokers have the insights they need to serve clients efficiently.Origin keeps client data structured and accessible by organizing profiles at the
Seamless Integration with HealthSherpa
▼
Origin simplifies ACA quoting by instantly pre-filling HealthSherpa’s shopping tool with your client’s household data—eliminating manual data entry so you can focus on providing fast, accurate recommendations.
✅ One-Click Quoting – Pre-fill household demographics, income, and doctor details directly into HealthSherpa with a single click.
✅ Real-Time Data Sync – Ensure accurate quotes by pulling the latest household and income details from Origin AMS.
✅ Coverage Year Selection – Inside the Tasks section, toggle the coverage year and the income for that year will give you the most accurate HealthSherpa quote instantly.
✅ Effortless Workflow – Reduce redundant data entry and streamline client enrollments with automated pre-filling.
✅ Medication Consideration – While most data transfers seamlessly, medications (Rx) must still be manually entered into HealthSherpa.
With seamless integration and automated workflows, Origin enhances efficiency, saving brokers valuable time while ensuring data accuracy in every HealthSherpa quote.
.png)
▼
Personalized URLs (PURLs)—Great for ICHRA Tracking
Custom-branded intake forms matching your business’s look.
▼
Integrated Household Data Collection
Gather essential household details accurately.
▼
Seamless Multilingual Support In 7 Languages
SnapHealth’s Nimble intake platform is available in Spanish (Latin American dialect), Chinese (Simplified), Russian, Vietnamese, Arabic, Korean, and English—ensuring accessibility for diverse communities. With a single URL, users can easily toggle between languages using the language selector in the top right corner of the intake page.
Special attention was given to languages with unique formatting needs, such as Arabic, to ensure proper right-to-left (RTL) text display for a seamless user experience. All translations were meticulously crafted by professional third-party translators to ensure accuracy, professionalism, and cultural relevance. Additionally, translators reviewed the text within the platform to ensure clarity and contextual accuracy, providing an intuitive experience for all users.
▼
Complex Income Handling
Supports diverse income types, ensuring accurate reporting.
▼
Accurate Physician & Medication Data
Checks federal databases for correct provider and medication information and correct Rx misspellings in real time.
▼
Seamless CRM/AMS Integration
Intake data flows directly into Origin, eliminating errors.
▼
Mobile-Optimized Design
Ensure clients can complete intake forms from any device.
We envision a world where individuals and their representatives are empowered to navigate the most efficient and affordable paths in healthcare, feel safe and cared for, and have equitable access to the best medicine available.