HealthConnect Broker Portal review for insurance agents: pricing, carriers and features
HealthConnect Broker Portal quotes small group medical and ancillary plans from a census and builds side-by-side proposals. An individual and family module compares plans and links to the carrier to enroll.
Agents use it through a general agency, carrier or agency portal that licenses it. Pricing is quoted by sales.
- Best for
- Benefits agencies quoting small group medical and ancillary plans through a general agency or carrier portal
- Lines
- Group medical and ancillary, plus individual and family health
- Price
- Quoted by sales. General agencies buy it at a wholesale rate
- How you get it
- Through a general agency, carrier or agency portal that runs HealthConnect
- Carriers
- Set by each portal. HealthConnect cites 50+ carrier setups
- Applications
- Individual plans link to the carrier's enrollment. Group output depends on the carrier
- Website quoter
- Yes, private-label portals and agency sites
Our take
HealthConnect suits a benefits agency that quotes small group through a general agency portal and wants network disruption checks in the proposal. Census entry carries across medical and ancillary quotes.
You don't buy it yourself. The general agency or carrier running your portal picks the carriers and can turn off your access.
Coverage is uneven, since each portal covers its own states and carriers.
Pros
- One census for medical and ancillary quotes
- Doctor and network disruption analysis
- Proposals you can print, email or send as a link
- Private-label portals and agency websites
Cons
- Access depends on a general agency or carrier portal
- No published prices
- Not an approved EDE platform for ACA enrollment
- No CRM connection and no mobile app
Plans and pricing
- How it's priced
- Quoted by sales. The individual-plan broker, consumer and website pieces can be bought alone or as a bundle
- Who pays
- Usually the general agency or carrier that runs the portal
- What you need first
- An invitation from a general agency or carrier portal
As of October 2026, from healthconnectsystems.com. Carrier quoting, enrollment and renewals are separate modules.
Access and contracting
- How you get it
- A login on a general agency's, carrier's or agency's HealthConnect portal
- Who pays
- The portal owner
- What you need first
- Your licenses and appointments. The portal owner turns on your access
- If you leave your upline
- The general agency can remove your access
The general agency controls your portal. It decides which carriers you can quote and whether you keep access. Before you move to another general agency, ask what happens to your saved groups and proposals.
Carriers, products and states
| Product | Type | Lines | Built for |
|---|---|---|---|
| Broker Portal | Group quote and proposal platform | Group medical and ancillary, individual health | Benefits agencies and general agencies |
| Individual and Family Plans | Quote-to-apply module | Individual and family health | Brokers and their clients |
- Carriers
- Set by each portal
- States
- Portals listed in 19 states and DC
- State list
- CA, CO, CT, DE, DC, FL, GA, MD, MI, MO, NH, NJ, NY, OH, OK, PA, TX, VT, VA and WA
HealthConnect says it has set up more than 50 carriers. Live examples in October 2026 include California small group through Sharp Health Plan and New York through Conference Associates.
Rates and underwriting
- Where rates come from
- Plan, rate and network data from the carriers
- How often they update
- HealthConnect calls its quoting real time
- Fixing a wrong rate
- Send the portal, state, group name and report ID on the support form
Group tools
- Census entry reused across medical and ancillary
- Plan filters
- Carrier underwriting guidelines
- Doctor and network comparison
- Network disruption analysis
Quotes and proposals
| Result | What it means for you |
|---|---|
| Quote only | Group or individual rates for the census you entered |
| Rate comparison | Carrier rates side by side |
| Plan comparison | Benefits and networks side by side in a proposal |
- What you can send the client
- A PDF proposal, an email, a fax or an interactive link
A quote doesn't confirm the group's eligibility or underwriting approval.
Applications and enrollment
- Where the application goes
- Individual plans link to the carrier's online enrollment. Group applications go out in whatever format the carrier accepts
- Carriers with eApp
- Set by each portal
- What carries over
- Individual quotes register you for sales credit
Carrier setups can deliver group enrollments as clean paper, PDF, XML or a feed into the carrier's own system.
ACA enrollment
- EDE status
- Not on the CMS list of approved EDE platforms (April 2026)
- Enrollment
- Individual shoppers go to the carrier's own enrollment site
Group quoting and census
- Census
- Enter it once and reuse it for medical and ancillary
- Proposals
- Side-by-side and detailed proposals to print, email or fax
- Enrollment
- Digital apps where the carrier set them up
Website quoting and consent
Consumers see the plans you chose, their benefits and doctor directories, then link to the carrier to enroll. Each request emails you and creates a prospect record.
- Ways to add it
- A link from your site, a HealthConnect-built agency site or an emailed comparison
- Your branding
- Private label for agencies, general agencies and carriers
- Where leads go
- An email to you and a prospect in the Broker IFP Portal
Integrations
| Connects to | Type | How | Direction | What it does |
|---|---|---|---|---|
| HRConnect | Benefits administration | Built in | Out | Passes group, census and plan data |
| Carrier enrollment sites | eApp | Carrier setup | Out | Sends individual shoppers to enroll |
| Carrier back-office systems | Carriers | Carrier setup | Out | Delivers group enrollments as paper, PDF or XML |
HealthConnect names no CRM or agency system connection.
Getting started
Find your portal
Pick your state on the HealthConnect login page, or ask your general agency.
Register
The portal owner approves your access and sets your carriers.
Enter the census
Add the group once for medical and ancillary.
Build the proposal
Filter plans, compare networks and send the proposal.
Support is by web form and email at HealthConnect.Support@Ebix.com.
Mobile, users and security
Mobile
It runs in a web browser. There's no app.
Users and security
- Username and password login
- Views limited by agency and role
- Access tied to your licenses and appointments
Contract and your data
- Term
- Set in the portal owner's agreement
- Your data when you leave
- The general agency decides whether you keep access
Read in October 2026. HealthConnect posts no contract terms, so ask the portal owner for yours.
HealthConnect Broker Portal alternatives
- AgencyBloc Quote+Quote onlyGroup and individual health quoting tied to AgencyBloc
- Quotit$99/moGroup, ACA and Medicare quoting on a monthly subscription
- HealthSherpa for AgentsFreeACA enrollment for agents, free and paid for by carriers
- GetInsuredFreeACA quoting and EDE enrollment, free for brokers
See every option in insurance quoting software.
Frequently asked questions
How much does HealthConnect cost?
Pricing is quoted by sales. General agencies buy it at a wholesale rate and give agents access.
Which states have a HealthConnect portal?
The login page lists state portals across the country, including California, Florida, New York, Texas and DC.
Does HealthConnect quote small group?
Yes. You enter the census once and quote medical and ancillary plans with side-by-side proposals.
Can I enroll ACA clients in HealthConnect?
Individual shoppers are sent to the carrier's own enrollment. HealthConnect isn't an approved EDE platform.
What happens to my portal access if I change general agencies?
The general agency controls access and can remove it.
How we researched this review. We based this review on the terms and product pages published by HealthConnect Broker Portal, reviewed in October 2026, together with our team's experience working with insurance agents and agency owners since 2008.
Corrections
Vendors change their pricing all the time and they don't email us when they do. So if you see a price on here that's gone up, a plan HealthConnect Broker Portal quit selling or a contract term that reads different now, let us know and send the link to the page where HealthConnect Broker Portal has it. Somebody here pulls up that page and checks it before we change anything on ours.