Getting Started

Onboarding

Quoting APIs are available after signup and API key activation. Enrollment workflows are optional and require a linked HealthSherpa account plus portal approval. Manage your key and access requests from the API Access page.

Account setup

  • Sign up for a developer account. Sign up
    • Submit your email, company, contact name, and intended use case.
    • Confirm your email using the verification link sent by HealthSherpa.
  • Log in to your developer account. Log in
    • Request a one-time login link with the email you registered.
    • Open the link from your inbox to sign in.
    • Generate and securely store your API key on the API Access page.
    • Reveal the key once, confirm you have stored it securely, and activate it. Until activation completes, quoting and other API calls will fail.

Integrate with quoting API

  • Integrate with the quoting APIs. See the quoting API, starting with GET /v1/ping to confirm your key, then reference endpoints and POST /v1/quotes.

    If you are building with an AI app builder or without a traditional engineering team, see Vibe coding for copy-paste prompts and integration patterns aimed at non-technical developers.

Integrate with enrollment APIs

Follow these steps only if you need enrollment beyond quoting.

  • Open the API Access page. API Access page
  • Link your HealthSherpa account. Connect your developer account to your HealthSherpa agent account.
    • If you linked before policy status was enabled and need policy status readback, use Re-link account on the API Access page to grant the policy_status_api scope. Token refresh does not add new scopes to an existing link.
  • Request enrollment API access. Submit a review request for the workflows you need: HealthSherpa reviews each request and enables access upon approval.
  • Integrate with the enrollment APIs. After approval, use on-exchange enrollment and off-exchange enrollment.