Revolutionize Your Client Intake Process

Transform your client meetings, reduce paperwork, and enhance your service delivery with our cutting-edge solution.

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What type of health insurance are you looking for?SnapHealth takes an inventory of your medication and doctors to match you to plansAlgorithmically, the system compares your drugs, doctors, and demographics against health insurance in your area
Certified
Example of three plan recommendations
Boost Your Brokerage with Streamlined Precision

Designed with a keen focus on broker efficiency and client satisfaction, our platform offers a quick, user-friendly solution compatible across all devices.

  • Faster Onboarding: Reduce meeting times by shifting focus from administrative duties to valuable client interactions.
  • Detailed Client Profiles: Collect all vital client details—Start Dates, SEP Eligibility, Contact, Demographics, Health Information, and Income—with our comprehensive forms for tailored advice.
  • Precision Data Handling: Leveraging sophisticated databases for error correction and accuracy, our system auto-corrects medication spellings and uses zip codes to pinpoint county and FIPS codes for precise APTC estimates.

SnapHealth removes the guesswork for your clients and streamlines the data for you, enabling better, more informed discussions with the individuals you serve.

Get started with your Intake
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One Click to Instantly Quote

SnapHealth's new Client Intake prefills HealthSherpa's window shopping tool.

  • Seamless Integration: SnapHealth’s Client Intake instantly pre-fills HealthSherpa’s shopping tool. One click does it all, bypassing tedious manual data entry for direct quoting.
  • Comprehensive Data Capture: We gather essential info including FIPS county codes, doctor NPI numbers, household demographics, and income - all ready to be seamlessly transferred into Sherpa’s system for immediate plan and APTC review.
  • Supporting Efficiency: While independent from HealthSherpa, SnapHealth champions their vision. Our aim? To bridge onboarding gaps and equip brokers with top-notch tools for streamlined processes.

Streamline your quoting process today and leverage the best in tech for efficiency and accuracy!

Click here to get started
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Example of three plan recommendations
Example of three plan recommendations
Beyond ACA & Medicare: ICHRA Solutions

Tag Intakes to Employers ("ers") for efficient and comprehensive census capture

  • Personalized URLs (PURLs): Automate employee intake by linking them directly to their employers with unique PURLs. Easy for HR, seamless for you.
  • Streamline HR Workflows: HR shares PURLs with staff, collecting data effortlessly. Organize intakes and generate censuses with a few clicks.
  • Ensure Compliance: Direct data collection from employees keeps you compliant and informed, bypassing the need for sensitive requests from employers.

Streamline your process, stay compliant, and speed up quoting today!

Signup Here!
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Meet SnapHealth

Over 13 years, we've honed broker software that has significantly enhanced our ability to support consumers seeking insurance. We're here to share these innovations with service-oriented, community-based brokers nationwide, promoting mutual growth and collaboration.

#brokershelpingbrokers

Effortless Setup, Personalized Impact: Your Journey Starts Here

Once you sign up, we kickstart your journey towards enhanced productivity and client satisfaction with a few simple steps:

Key Considerations

Transform your client meetings, reduce paperwork, and enhance your service delivery with our cutting-edge solution.

Click here to sign up
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