CRMDAYONE
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Your HealthSherpa book. Now operational.

HealthSherpa + CRM. Finally connected.

Sync your HealthSherpa book with CRMDAY One and turn your portfolio data into action.

  • Clients, policies & households synchronized
  • Agent-of-Record change alerts
  • DMI alerts & follow-up
  • No manual re-entry
Start my free trial No credit card required.
LIVE SYNC10,000 RECORDS
H
HealthSherpaPortfolio · Applications
CONNECTED
ValidateMatchUpdate
ONE
CRMDAY OneConnected insurance workspace
Clients8,941 updated
Policies1,037 created
Alerts22 need review
Agent change detectedOwner alerted · now
DMI requires attentionFollow-up created
See how it works

One controlled flow

Your book enters the CRM. Your CRM starts working.

From portfolio data to owned next actions, without rebuilding the operation by hand.

01HealthSherpaPortfolio · Applications
02Controlled syncValidate · Match · Update · Create
03CRMDAY OneClients · Policies · Household
04Action layerAlerts · Tasks · Automations

HealthSherpa synchronization

Your HealthSherpa book, always in sync.

Review what will change, keep the right records current and send only exceptions to your team.

  • Preview changes before sync
  • Clients, policies and household kept updated
  • Manual corrections preserved
  • Conflicts surfaced for review
  • Remaining records synchronized automatically
See it in your free trial
SYNC PREVIEWREADY
CSV
healthsherpa-export.csv10,000 applications validated
8,941updated
1,037created
22review
Manual corrections protectedOnly ambiguous records need review.

From data to action

Your portfolio changed. You'll know.

CRMDAY One doesn't just store HealthSherpa data. It brings the changes that require attention into your team's workflow.

Agent change detected

Active ACA policy

LIVE
Previous NPN1784•••
New NPN2941•••
Change detected
Owner alerted
Client confirmation triggered
Case opened

Detect Agent-of-Record changes quickly so your team can act before a silent change becomes lost revenue.

DMI requires attention

Client · Policy

REVIEW
DMIData Matching Issue
!
DMI surfaced
Owner alerted
Follow-up created
Case tracked

Bring Data Matching Issues into your CRM workflow so your team knows what requires attention and can follow each case.

Operational impact

Replace discovery by accident with a controlled workflow.

Without CRMDAY One

1

Manual exports

2

Spreadsheets

3

Manual follow-up

4

Changes discovered late

With CRMDAY One

1

Controlled sync

2

CRM updated

3

Alerts + workflows

4

Team takes action

A complete insurance operation

And HealthSherpa is just the beginning.

The same connected client context supports the rest of your insurance operation.

CRM + Policies
Open Enrollment workflows
Healthcare.gov quote workspace
Omnichannel communication
Forms & consent
Automations
Dashboards
Aria AI
Commissions

Start connected

See HealthSherpa + CRM working together.

Start your CRMDAY One trial and explore how a connected insurance operation works.

  • No credit card required.
  • Full trial access
  • 1 licensed user
  • Sample portfolio included
Create my free trial