---
title: "Set Up The HealthSherpa ACA Integration In Five Minutes"
description: "Connect your HealthSherpa account to unLocked CRM and start handing off ACA enrollments from the contact record. Here's the setup, step by step."
url: https://unlockedcrm.ai/blog/healthsherpa-aca-setup-guide
canonical: https://unlockedcrm.ai/blog/healthsherpa-aca-setup-guide
category: "How-To"
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-setup-guide
summary: "Setting up the HealthSherpa ACA integration in unLocked CRM takes about five minutes: open the Integrations page, connect your existing HealthSherpa agent account, and confirm the handoff from a conta…"
license: Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/healthsherpa-aca-setup-guide
source: unLocked CRM — AI CRM for insurance agents
---

# Set Up The HealthSherpa ACA Integration In Five Minutes

## TL;DR

Setting up the HealthSherpa ACA integration in unLocked CRM takes about five minutes: open the Integrations page, connect your existing HealthSherpa agent account, and confirm the handoff from a contact record. The integration is included on the Pro and Max plans, and the same connection covers HealthSherpa Medicare if you sell both lines.

## Key data points

- The HealthSherpa ACA integration in unLocked CRM connects an existing HealthSherpa agent account in about five minutes from the Integrations page.
- HealthSherpa ACA is included on unLocked CRM's Pro ($149/mo) and Max ($247/mo) plans at no additional per-enrollment cost.

The HealthSherpa ACA integration is live, and setup is measured in minutes, not days. Here is the whole process.

## Before you start

You need two things:

1. An unLocked CRM account on the **Pro ($149/mo)** or **Max ($247/mo)** plan
2. An existing **HealthSherpa agent account** — the integration connects to it; it does not create one

## The setup

1. **Open the Integrations page** in unLocked CRM
2. **Find HealthSherpa ACA** and click connect
3. **Authorize with your HealthSherpa account** credentials
4. **Open any contact record** and confirm the HealthSherpa handoff is available

That is it. From any contact, you can now move to HealthSherpa for ACA Marketplace quoting and enrollment.

## Selling both lines?

Connect HealthSherpa Medicare from the same Integrations page. Both handoffs work from the same contact record, so a dual-line book runs from one place.

## Pair it with the intake link

The integration is at its best when the record is already prepped. Send your [ACA Intake Link](/aca-intake-link) before the first call, and the handoff to HealthSherpa becomes a confirmation instead of a data-entry session.

Full feature details on the [HealthSherpa integration](/integrations/healthsherpa) page.

## FAQ

### undefined



### undefined



### undefined



### undefined



## Related

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

---

Source: [Set Up The HealthSherpa ACA Integration In Five Minutes](https://unlockedcrm.ai/blog/healthsherpa-aca-setup-guide) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/healthsherpa-aca-setup-guide.