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Frequently asked questions
We understand that when considering our solutions, you may have questions about how we work, what we offer, and the kind of support you can expect. To make things easier, we’ve compiled answers to the most frequently asked questions from our clients. This section is designed to provide you with clear, straightforward information so you can feel confident and well-informed as you explore our services. If you don’t find the answer you’re looking for, our team is always ready to assist you directly.
Company & PositioningSherpa Plus Platform OverviewSherpa Lens - AI OptimizationSherpa Engage - Retention & Loyalty LayerAPI Integration & Operating FlowsUnderwriting Risk Control & Claims PhilosophyPayments & Crypto RailsCompliance Security & ReliabilityEcosystem Orchestration - Beyond TechRoadmap & Agentic AIMarkets Regions & Use CasesPartnershipsBusiness Model & EconomicsCompany Team & CredibilityOnboarding & Partner JourneyComparison Q&AsAI & Optimization AdvantagesAPI & Architecture AdvantagesMGA Capacity Structuring AdvantagesSpeed-to-Launch AdvantagesProduct Co-Creation AdvantagesRegulatory & Multi-Market AdvantagesClaims & Full-Stack Operating AdvantagesDual-Side Enablement & Ecosystem Advantages
What does the partner onboarding journey look like?
Gangkhar's onboarding follows a structured, sequential process. It begins with authentication and client setup, followed by product creation and configuration (product type, country, currency, settings). Partners then configure the quote parameters that drive pricing, set up product plans with coverages and pricing tables, define policy and claims parameters, configure taxes, fees, and commissions, and finally integrate via embedded widgets or API. Throughout this process, partners have access to a sandbox and testing environment to validate the full end-to-end flow—from quote through policy, claims, and customer portal—before going live.
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