Simplifying Health Insurance Agent Management

Comprehensive platform for efficient client, application, and health plan management

What is OneDatApp?

What is OneDatApp?

OneDatApp is a web solution designed to facilitate detailed and organized client registration for health insurance agents. Agents can store all client information efficiently, enabling easy access and updates.

Why OneDatApp?

Health insurance agents face challenges like data collection and tracking applications on HealthSherpa. OneDatApp addresses these with key features:

  • Fast and accurate client data collection
  • Automated application tracking
  • Efficient client record management

Imagine This...

Common scenarios that OneDatApp solves for you.

The Perfect Sale... Or Not?

You spent over an hour with a client: analyzed the best plan, sent consents, collected data, and submitted the application to HealthSherpa.

The next day: The application appears under another agent.

How would you know?

Unnotified Changes

Your client changes their address directly through the marketplace, altering their plan and living conditions.

If the client doesn't inform you... how would you know?

Unexpected Changes

A client removes a family member and switches agents via the marketplace.

Could you detect this without manual checks?

With OneDatApp, you get instant alerts for these changes and more.

Forget data loss: Our platform syncs with HealthSherpa and alerts you of any application modifications.

Key Features

Complete Customer Management

  • • Registration of personal and dependent data
  • • Complete history of applications and plans
  • • Documentation organized by client
  • • Payment Methods
  • • Tasks and Notes

Integration with HealthSherpa Book

  • • Synchronization with HealthSherpa file
  • • DataSync+ for discrepancy detection
  • • Real-time data update
  • • Critical status alerts (VAA)
  • • Automatic Tasks

Automatic Document Generation

  • Income Letters
  • Payment Authorizations
  • Consent Agreements
  • Unlimited Documents

Complete Traceability

  • Modification history
  • Activity log
  • Recycle bin
  • Version control

Multiplatform Access

  • Responsive Web
  • Available 24/7
  • Cloud synchronization
  • Secure access from any device

About Us

We transform the way agents handle their enrollments. Connected, accurate, and always one step ahead.

The origin of OneDatApp

We detected that agents used paper or CRMs disconnected from HealthSherpa, causing transcription errors and loss of control over market changes.

The Solution

We designed a system that integrates data capture, customer management, and synchronization with HealthSherpa, eliminating errors and improving efficiency.

The Future

OneDatApp is a unique platform, created to evolve alongside agents, facilitating each enrollment and ensuring an accurate and modern workflow.

OneDatApp is your strategic ally every step of the way

7-day support

Assistance every day

Our team is available 7 days a week to resolve your queries quickly and personally. No bots, just real people helping you.

Security

Security and data ownership

Your information is 100% yours. With technology hosted on servers within the United States, we guarantee maximum security and privacy for your business.

Data migration

Hassle-free data migration

Our technical team guides you to migrate your book of business, ensuring a quick and secure transition.

With OneDatApp you get much more:

  • ✔ Direct human assistance, 7 days a week
  • ✔ Access from any device
  • ✔ Effective training in Spanish
  • ✔ Personalized support so you can make the most of the system

Ready to transform your management?

Schedule your no-obligation demo and discover how OneDatApp can optimize your health insurance business.

Schedule your demo now

OneDatApp is Unique

OneDatApp is the only insurance management web app that can detect alterations in HealthSherpa applications

Synchronization in seconds

Detecting those impossible-to-find changes in HealthSherpa applications is now much easier with OneDatApp

Save Time

Find the information that changed in HealthSherpa instantly using OneDatApp.

Immediate Alerts

View the entire status of your health insurance book of business from the Dashboard

Want to know more?

Request personalized information and discover how OneDatApp can improve your management.

You can contact us at the following email address: contact@onedatapp.com
or by phone at: +1 786.775.75.20

Contact via WhatsApp