Basecamp started as the landing zone for HealthSherpa's Medicare webhook — catch every submission, persist it durably, let everything else read from the row on disk. It's grown into the console agents actually work from: a CRM over the whole AEP/OEP list, concierge and template emails sent from an agent's own mailbox, bulk texts from their own Zoom number, dental/vision comparison sheets, and the Salesforce record chain that turns a submission into a policy.
The only work done inside the webhook request is one INSERT of the verbatim payload — HealthSherpa retries and gives up permanently, so nothing that can fail runs before the row is safely on disk. From there a background chain takes over: normalize into contact and rider records, then create Account → Contact → Deal → Benefit Product → Benefit Policy → Member Transaction in Salesforce, one step at a time, picking back up exactly where a failed run left off. Since HealthSherpa's policy API has no webhooks, a separate sweep polls it on a schedule to learn when a submission actually becomes a policy.
The CRM console replaced the spreadsheet: a master list of every AEP/OEP member, with saved custom views by product and county, and workflow columns — Status, SOA, Intake, Auth, Notes — that only ever live in Basecamp. Each row links to its Salesforce Contact by email, then MBI, then phone-plus-name, with every automatic and manual change written to one change log per member — Basecamp edits, Salesforce sync, and HealthSherpa's own record changing between checks, all in one place.
A concierge welcome email drafts itself from every Medicare submission; template letters merge a member's own CRM data and the sender's profile; bulk email and bulk SMS go out from each agent's own connected Outlook mailbox and Zoom Phone number, never a shared account. Every send is logged back to Salesforce as activity on the member's timeline, with open and click tracking built in. Dental and vision comparison sheets round out the toolkit — a model reads an uploaded quote, matches it to the plan catalog, and the finished sheet files itself to the household in Salesforce as a PDF.
Basecamp is the staff console for Medicare and ACA enrollment work at YourPolicy — not customer-facing, but no longer just an ingestion service either. Every page sits behind SSO with per-area access grants, and the database holds PHI: kept on private networking, with independent-agent submissions carrying no DOB, email, phone, or MBI by design.