Korey Ashton explains HealthSherpa's Medicare enrollment platform and its development alongside the company's ACA business. Dan and Mike discuss support for agents, competition among enrollment tools, referrals, and connecting enrollment data to agency systems. A central theme is giving brokers access to their data through integrations with EnrollHere and Agent Boost's Rocket CRM.

In this episode

  • Medicare enrollment software
  • HealthSherpa platform development
  • CRM integration
  • Agent data access
  • Broker referrals

Show notes

In Episode 132 of the Agent Boost Podcast, Korey Ashton, VP of Medicare at HealthSherpa, joins Mike for a deep dive into what actually makes HealthSherpa's Medicare enrollment platform different, and why she's finally setting the industry's FMO rumors straight on camera. They open by trading war stories on how much harder AEP has gotten, from 2-3 carriers to 15+, and from formulary books the size of phone books to answers a phone tap away, before Korey walks through her own path into the business: licensed at 21 through her mom's agency, years on the carrier side, a stint at Sunfire, and now building HealthSherpa's Medicare division from three people into a fast-growing team.

From there they break down why ACA and Medicare enrollment are fundamentally different processes on the backend: one routes through CMS, the other goes straight to the carrier, and that forced HealthSherpa to build two completely separate, independently audited systems. Korey lays out the platform's core differentiator: agents and agencies aren't locked into a single upline or FMO the way they are on other platforms, and can connect to different uplines carrier by carrier using a simple join-code system. She also digs into why full data export (drugs, doctors, notes included) and open APIs/webhooks matter more than a pretty dashboard, and runs through the growing list of integration partners: Agency Block, Enroll Here, GoGuru X, Medicare Pro, Onyx, and Retire Flow.

The back half covers HealthSherpa's roadmap into AEP 2026, including a new call center-specific workflow, a push to close the Med Supp data gap against CSG, and why they're deliberately holding off on benefit activation until the industry agrees on what it actually means. They close with a no-nonsense take on AI in the industry (a quoting platform isn't a moat anymore; the data and the relationship are), and Korey's advice for any agent on the fence: create a free HealthSherpa account and use the 1-on-1 Zoom support if you need the extra hand-holding.

Chapters

  • 0:00 Intro & Welcome: Korey Ashton Joins Mike
  • 0:53 From 3 Carriers to 15: How Much Harder AEP Has Gotten
  • 2:15 The Old Days: Formulary Books, Enrollment Kits & No Google
  • 3:07 Korey's Origin Story: Licensed at 21 in Her Mom's Agency
  • 4:08 Why the Industry Skews Older (And Why Kids Are Coming Back)
  • 6:04 Why Young Agents Actually Want an Office, Not Just a Laptop
  • 7:36 Relationships Over Everything: Reputation in a Small Industry
  • 9:01 Korey's Near Miss: 150 Clients at 22 With No Mentor
  • 10:01 Cutting Her Teeth at Anthem During the ACA Transition
  • 12:02 Career Recap: Carrier Side → Sunfire → HealthSherpa
  • 13:13 Building HealthSherpa's Medicare Team From Three People
  • 15:23 Why ACA and Medicare Enrollment Aren't the Same Process
  • 16:10 CMS-Routed vs. Carrier-Direct: The Data Flow Explained
  • 18:09 Same Company, Different Planets: How Carriers Silo ACA and Medicare
  • 21:27 HealthSherpa's Medicare Platform & the AEP 2025 Scoop
  • 23:35 The Real Differentiator: No Forced Upline or FMO Lock-In
  • 25:06 How the Hierarchy Works: NPN & Join Codes Explained
  • 30:43 Full Data Export & Open APIs: Owning What's Yours
  • 32:12 The Integration Stack: Agency Block, Enroll Here, Onyx & More
  • 33:40 Data as Leverage: Getting "Used and Abused" by SaaS
  • 38:36 The AI Reality Check: A Quote Engine Isn't a Moat Anymore
  • 39:57 Setting the Record Straight: HealthSherpa Isn't Becoming an FMO
  • 43:36 The 2026 Roadmap: Call Centers, Compliance & Closing the Med Supp Gap
  • 48:47 Benefit Activation vs. "Care Navigation": Why They're Holding Back
  • 53:10 Korey's Advice: Just Try It, Free Account with 1-on-1 Support
  • 54:11 Wrap Up