# Connect HealthSherpa (/docs/guides/getting-set-up/connect-healthsherpa)
The HealthSherpa integration has two halves that are set up separately and work
independently:
* **HealthSherpa Account** sends data *out*. Each agent connects their own account so they can open a pre-filled quote for the customer they're on a call
with.
* **HealthSherpa Webhook** brings data *in*. One connection per agency pushes
submitted enrollments into careCycle as customers and policies.
You can set up either one on its own. Receiving enrollments does not require any
agent to connect their account.
Connect Your Individual Account for Quoting direct from careCycle [#connect-your-individual-account-for-quoting-direct-from-carecycle]
Each agent connects from **Settings > Integrations > HealthSherpa Account**, then
signs in to HealthSherpa and approves access.
HealthSherpa ties access to the individual agent, so every agent connects their
own account. An admin cannot connect on someone else's behalf, and one agent
connecting does not enable quoting for the rest of the team.
Add the Quote Button to a Script [#add-the-quote-button-to-a-script]
Quoting happens during the call, so the button lives in your script.
In the script editor, type `/healthsherpa` and insert the **HealthSherpa
Quote** block wherever it belongs in your script. Agents see it while they're on
the call. Clicking it opens a pre-filled quote in a new tab.
If an agent hasn't connected their HealthSherpa account, the button appears but
is disabled and explains why, so they know what to fix.
Receive Enrollments [#receive-enrollments]
In careCycle, open **Settings > Integrations > HealthSherpa Webhook** and
generate credentials. This gives you a Destination URL and an API key.
In HealthSherpa, go to the **Integrations** tab and choose **Add webhook**.
Paste the Destination URL and API key from careCycle into the modal, then save.
When an agent submits a Medicare enrollment in HealthSherpa, careCycle creates
(or matches) the customer and adds the policy with a `Pending` status, along with
the carrier, plan, effective date, and the writing agent's name and NPN.
Agency accounts fan in: enrollments submitted by downline agents arrive on the
agency's webhook. Each one is credited to the careCycle member whose email
matches the submitting agent's HealthSherpa email. If no member matches, your
usual customer assignment rules and default assignee apply, so enrollments never
land unassigned.
What Gets Sent When Quoting [#what-gets-sent-when-quoting]
careCycle pre-fills the quote from the customer record: name, date of birth,
email, phone, address, Medicare number, Medicaid status and number, and Medicare
Part A/B effective dates.
Fields HealthSherpa cannot accept are left out rather than failing the quote. A
postal code that isn't a valid ZIP, an unrecognized state, or a gender with no
HealthSherpa equivalent is simply omitted, and the agent fills it in on the quote
page. Cleaner customer records mean less retyping.
Troubleshooting [#troubleshooting]
**The quote button is disabled.** The agent hasn't connected their HealthSherpa
account, they lack permission to edit customers, or the call isn't linked to a
customer yet.
**An enrollment didn't show up.** Resending the same enrollment is ignored on
purpose, so a repeated test won't create a second policy. Submit a new
enrollment to see a new record.
**The enrollment went to a different agent.** careCycle credits the submitting
agent when their HealthSherpa email matches a team member's careCycle email. If
it doesn't match, your customer assignment rules and default assignee decide the
owner instead. A customer who already belongs to an agent keeps that agent, so
reassign them directly if that's not what you want.
Related [#related]
Push careCycle events to your own systems.