Simple,
Transparent Pricing

Pay Monthly

Pay Yearly

Individual Agent

Track up to 5,000 Clients

$47 /per month
14-day FREE Trial!

1 User License

Import and analyze your entire HealthSherpa book of business with just a few clicks

Tutorial videos & ongoing support

Access to built-in ACA Income Calculator

30-day refund, no questions asked

Start FREE Trial!

Agency Manager

Track your entire downline's book of business up to 50,000 clients

Lets Talk!

Import your entire downline book of business into PolicySync for agency level analytics, broken down by each agent at your agency

50% discounted cost per downline individual agent dashboard if needed

Priority support channels

Access to built-in ACA Income Calculator

Increase client retention across your entire agency

More Info!

Individual Agent

Track up to 5,000 Clients

$564 /per year

$497 /per year
14-day FREE Trial!

1 User License

Import and analyze your entire HealthSherpa book of business with just a few clicks

Tutorial videos & ongoing support

Access to built-in ACA Income Calculator

30-day refund, no questions asked

Start FREE Trial!

Agency Manager

Track your entire downline's book of business up to 50,000 clients

Lets Talk!

Import your entire downline book of business into PolicySync for agency level analytics

50% discounted cost per downline individual agent dashboard

Priority support channels

Access to built-in ACA Income Calculator

Increase client retention across your entire agency

More Info!