Comparison and workflow guide
QuoteDeck vs HealthSherpa
What each tool does for insurance agents, where they overlap, and how to use them together.
Updated
The short answer
QuoteDeck and HealthSherpa do different jobs, and most ACA agents should use both. HealthSherpa is a free platform for submitting ACA applications. QuoteDeck is where you quote every line, present one package with dental, vision, life and supplemental options, and follow up until the client says yes.
At a glance
QuoteDeck
- What it is
- Insurance quoting, presentation and CRM platform for health and life agents
- Best for
- Agents who sell across health, Medicare, life and supplemental lines and want one place to quote, present and follow up
- Pricing
- Pro $59.99/month (1 agent). Agency $139.99/month (5 agents). Every line of business included, 30-day free trial, no card required.
HealthSherpa
- What it is
- ACA and Medicare quoting and enrollment platform
- Best for
- Submitting ACA Marketplace applications at no cost
- Pricing
- Free for agents and agencies, with no monthly cost or per-application fee, according to HealthSherpa.
What is HealthSherpa?
HealthSherpa is the largest ACA quoting and enrollment platform for agents. It uses Enhanced Direct Enrollment (EDE), so agents can submit Marketplace applications, handle follow-ups and track status without going to HealthCare.gov. HealthSherpa also runs a separate Medicare enrollment platform. HealthSherpa says both are free for agents.
What is QuoteDeck?
QuoteDeck is insurance quoting, proposal and CRM software for licensed health and life agents. You send a branded quote request form to collect client details, pull live rates for ACA, Medicare, life, final expense, dental, vision and supplemental plans, build packages that mix them, and present everything in one clean presentation your client can read in English or Spanish. When the client is ready, an enrollment form collects the application, and your pipeline, follow-ups, texting and calling run from the same place.
Feature comparison
| Feature | QuoteDeck | HealthSherpa |
|---|---|---|
| ACA Marketplace quotes | ||
| ACA Marketplace quotes | Yes Live Marketplace rates | Yes Quote and enroll through EDE |
| Medicare Advantage & Part D quotes | ||
| Medicare Advantage & Part D quotes | Yes Medicare Advantage and Part D | Partial Separate Medicare enrollment platform |
| Medicare Supplement (Medigap) quotes | ||
| Medicare Supplement (Medigap) quotes | Yes Live Medigap rates | Not advertised |
| Life & final expense quotes | ||
| Life & final expense quotes | Yes Term, IUL, whole life and final expense | Not advertised |
| Dental, vision & supplemental quotes | ||
| Dental, vision & supplemental quotes | Yes Dental, vision, hospital indemnity, cancer, heart attack & stroke, accident and more | Not advertised |
| Health underwriting guidance | ||
| Health underwriting guidance | Yes Instant underwriting for life and final expense | Not advertised |
| Client-facing quote presentations | ||
| Client-facing quote presentations | Yes Branded packages in English or Spanish | Not advertised |
| Client intake & enrollment forms | ||
| Client intake & enrollment forms | Yes Quote request, Scope of Appointment and enrollment forms | Not advertised |
| CRM & sales pipeline | ||
| CRM & sales pipeline | Yes Pipeline and automated follow-ups | Partial Application and book tracking |
| Built-in texting & calling | ||
| Built-in texting & calling | Yes Built-in SMS and voice calling | Not advertised |
| Submits applications online | ||
| Submits applications online | No Collects the application; you submit it with the carrier or your enrollment platform | Yes Marketplace submission through EDE |
“Not advertised” means we could not find the feature on the company's public website when we checked it on October 3, 2026. It may still exist, so confirm with them. Spot something out of date? Email support@quotedeck.app and we will correct it.
When HealthSherpa is the better choice
- It is free.
- It submits Marketplace applications directly through EDE. QuoteDeck does not.
- Application status and follow-ups stay in sync with the Marketplace.
When QuoteDeck is the better choice
- Present ACA plans alongside dental, vision, life and supplemental coverage in one branded package your client can read.
- A CRM with a pipeline, automated follow-ups, SMS and voice calling.
- Branded quote request forms that collect client details before the appointment.
- Life, final expense and Medigap quoting in the same tool.
Using QuoteDeck and HealthSherpa together
Collect client details with a QuoteDeck quote request form, quote and present the full package in QuoteDeck, then submit the Marketplace application in HealthSherpa or your preferred EDE platform. Track follow-ups and cross-sell dental, life and supplemental coverage from QuoteDeck.
Frequently asked questions
Can QuoteDeck replace HealthSherpa?
Not for ACA enrollment. QuoteDeck quotes Marketplace plans and presents them, but it does not submit Marketplace applications. Use HealthSherpa or another EDE platform for submission.
Why use QuoteDeck if HealthSherpa is free?
HealthSherpa covers ACA and Medicare enrollment. QuoteDeck covers the rest of the sale: quoting life, final expense, dental, vision and supplemental plans, presenting everything in one branded package, and following up by text and phone from a built-in CRM.
Can I try QuoteDeck without leaving HealthSherpa?
Yes. QuoteDeck has a 30-day free trial with no credit card required, so you can quote and present real cases in QuoteDeck while you keep using HealthSherpa, then decide.
Sources
HealthSherpa details were checked against these pages on October 3, 2026. Prices and features change, so confirm current details with HealthSherpa.
See QuoteDeck on your own cases
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