For agents and agencies
Medicare Part D software that removes manual drug entry
Part D season is won on volume. RxPlanMatch lets one agent, or a four-person service team, push an entire book of drug plan clients through intake, comparison and enrollment without typing a single medication by hand.
1. Upload your book, not your afternoon
Drop in a spreadsheet of clients and the system emails each one a secure, personal page. One upload can cover a handful of clients or well over a thousand.
2. Clients enter their own prescriptions
The page is built for older clients: big type, plain wording and a drop-down of the drug plans actually sold in their ZIP code. They can type drug names, paste notes from a bottle label, or upload a photo, PDF or spreadsheet.
3. Nobody retypes a drug list
Names, strengths and dosages are read out of whatever the client sends. Stopped medications, allergies and doctor notes are left out. The agent reviews an editable list rather than keying it in.
4. Both of you get the same answer
The two least expensive stand-alone Part D plans come back with exact monthly premiums, deductibles, yearly drug cost estimates and pharmacy-by-pharmacy differences. Agent and client both see a green button that opens that exact plan on Medicare.gov.
Where the wage savings come from
- A 157-client book handled in one sitting instead of weeks of appointments
- Two-thirds of clients finishing on their own, so calls are reserved for the ones who need help
- No overtime data entry during the annual enrollment rush
- Every comparison stored with the plan facts used, so you can answer questions months later
What the results are based on
Comparisons use the official Medicare Part D plan and formulary files published each month, loaded into the system nationwide. RxPlanMatch is not a government site and is not Medicare.gov. For every available plan, visit Medicare.gov, call 1-800-MEDICARE, or contact your local SHIIP or SHIP office.
Try it with 10 free comparisons, no card needed.
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