Getting Started

Onboarding

All API requests to the HealthSherpa ONE APIs require authentication via API keys. Developers can request and manage API access from the API Access page. Each developer will receive a single unique key. The API key must be passed via request headers for all endpoints.

Registration flow

Public quoting APIs are available after signup. Enrollment workflows require a linked HealthSherpa agent account and operator approval.

  1. Submit your email, company, contact name, and intended use case at register.html.
  2. Confirm your email using the verification link sent by HealthSherpa.
  3. Sign in through the developer portal when your login link arrives.
  4. Generate and securely store your API key.
  5. Request access for enrollment workflows you need in the portal.

Access requiring our team’s approval

Some workflows involve application data, document collection, carrier submission, or hosted consumer enrollment flows. These are not enabled by default. Our team reviews each request, confirms the right setup, and enables access during onboarding.

Sign in to the portal to request access. We will follow up with the next steps for the workflow you need.

On-exchange link

Send shoppers into a hosted HealthSherpa flow. Start in your system, then send the shopper to HealthSherpa to review plans and complete enrollment. Use POST /v1/enrollment-sessions.

Off-exchange direct enrollment

For approved partners, create application drafts, review validation issues, read payment guidance, and track status in the application response.