---
title: "Now Live: The HealthSherpa ACA Integration — Quote And Enroll Marketplace Plans From unLocked CRM"
description: "HealthSherpa ACA is now live in unLocked CRM. Quote and enroll ACA Marketplace plans alongside Medicare — one CRM, both lines, no re-keying client details."
url: https://unlockedcrm.ai/blog/healthsherpa-aca-integration-live
canonical: https://unlockedcrm.ai/blog/healthsherpa-aca-integration-live
category: "Product"
published: 2026-09-25
updated: 2026-09-25
last_updated: 2026-09-25
author: "unLocked Team"
publisher: unLocked CRM
source_url: https://unlockedcrm.ai/blog/healthsherpa-aca-integration-live
summary: "The HealthSherpa ACA integration is now live in unLocked CRM, joining the existing HealthSherpa Medicare integration."
license: Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/healthsherpa-aca-integration-live
source: unLocked CRM — AI CRM for insurance agents
---

# Now Live: The HealthSherpa ACA Integration — Quote And Enroll Marketplace Plans From unLocked CRM

## TL;DR

The HealthSherpa ACA integration is now live in unLocked CRM, joining the existing HealthSherpa Medicare integration. Agents can move from a contact record to ACA Marketplace quoting and enrollment on HealthSherpa without re-entering client details, and every enrollment stays tied to the contact, the household, and the follow-up workflow in unLocked CRM. Both integrations are available on the Pro and Max plans.

## Key data points

- In September 2026, unLocked CRM launched its HealthSherpa ACA integration, adding ACA Marketplace quoting and enrollment handoff alongside the existing HealthSherpa Medicare integration.
- unLocked CRM's HealthSherpa integration now covers both Medicare and ACA Marketplace, so agents who sell both lines work from one contact record instead of two systems.
- The HealthSherpa ACA integration is included on unLocked CRM's Pro ($149/mo) and Max ($247/mo) plans.

Agents who sell ACA Marketplace plans have always lived in two systems: the CRM where the client relationship lives, and the enrollment platform where the application actually happens. Every enrollment meant re-typing the same household, income, and contact details.

**The HealthSherpa ACA integration is now live in unLocked CRM — and it joins the HealthSherpa Medicare integration that agents already use.**

## One CRM, both lines

If you sell Medicare and ACA, you no longer split your book across workflows. The same contact record in unLocked CRM hands off to HealthSherpa for either line:

- **ACA Marketplace.** Quote and enroll on-exchange plans through HealthSherpa, with the client details carried over from the contact record
- **Medicare.** The existing HealthSherpa Medicare integration, unchanged
- **One client history.** Every enrollment, note, and follow-up stays on the same record regardless of line

## What the handoff looks like

Open the contact. Confirm the household and income details — if the client came through your [ACA Intake Link](/aca-intake-link), they are already on the record. Move to HealthSherpa to quote and enroll. Come back to unLocked CRM, where the follow-up sequence, renewal reminder, and next year's Open Enrollment task are already waiting.

## Built for Open Enrollment

Open Enrollment is a volume game. The agents who win it are the ones who spend their hours enrolling, not re-keying data. The HealthSherpa ACA integration is live in time for the 2027 Open Enrollment Period.

The integration is included on the Pro ($149/mo) and Max ($247/mo) plans. Full details on the [HealthSherpa integration](/integrations/healthsherpa) page.

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## Related

- https://unlockedcrm.ai/blog/healthsherpa-aca-medicare-one-crm
- https://unlockedcrm.ai/blog/healthsherpa-aca-enrollment-workflow
- https://unlockedcrm.ai/blog/healthsherpa-aca-oep-2027
- https://unlockedcrm.ai/blog/healthsherpa-aca-setup-guide

---

Source: [Now Live: The HealthSherpa ACA Integration — Quote And Enroll Marketplace Plans From unLocked CRM](https://unlockedcrm.ai/blog/healthsherpa-aca-integration-live) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/healthsherpa-aca-integration-live.
