Step 1
Request consent
Send a secure authorization request and complete consent through a structured Blue Button workflow.
Built for licensed Medicare agents
Medicare workflows built for licensed insurance agents
Use patient-authorized Blue Button access to pull claims and Part D prescription history automatically, so you can move from intake to recommendation-ready conversations faster with fewer manual errors.
Start at $19.99/month. Keep your existing quoting process and improve your intake data quality in a compliance-focused consent workflow.
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Agent login
Built for licensed agents
Blue Button consent workflow
Organization-scoped access controls
Self-serve onboarding at $19.99/month
A faster intake workflow for Medicare agents
Replace manual reconstructions with a clear three-step process built around beneficiary consent and claims-based context.
Step 2
Auto-import history
After consent, demographics, coverage context, claims data, and Part D medication history are pulled in automatically.
Step 3
Start plan conversations faster
Use real coverage and medication context to support cleaner plan reviews and faster recommendations.
What agents get today
Built for current production workflows, with roadmap items clearly separated.
Blue Button consent workflow
A production-ready Medicare authorization flow designed for agent-initiated beneficiary access.
Automatic Part D RX imports
Medication history is extracted from claims to reduce manual data entry and support a stronger Part D RX lookup tool workflow.
Coverage context for plan compare
Pull Part C and Part D contract and plan identifiers into intake so your Medicare plan compare for agents process starts with cleaner data before SOA and enrollment steps.
Growth path with LocalHealthAgents
Pair your intake workflow with lead-generation website support in the LocalHealthAgents ecosystem.
Built for licensed agent organizations
Use a dedicated agent tenant model with organization-level access controls for independent agents and agency teams.
Roadmap preview
Formulary and subsidy-aware tooling is in active planning. Join the waitlist to get updates as these features launch.
Read our agent resources or email our team for current workflow fit.
Simple self-serve pricing
Start with a base plan at $19.99/month and onboard directly from the website. No demo process required.
$19.99
per month
Why agent teams adopt this workflow
Designed for independent and agency-based teams that want cleaner Medicare intake before plan compare, SOA, and enrollment steps.
Less manual intake work
Beneficiary consent plus automatic claims-based imports reduces repetitive data gathering.
More accurate starting context
Plan conversations begin with Part D medication and coverage details from authorized data.
Fits current agent tooling
Works upstream of your existing quoting, recommendation, and enrollment workflows.
Frequently asked questions
Medicare workflow questions from independent and agency-based agents.
Is this only for agencies with large teams?
No. The workflow supports both independent licensed agents and larger organizations.
Do beneficiaries have to log into a long portal?
No. The process is designed around direct consent and secure retrieval, reducing manual back-and-forth.
Does this replace my current quoting stack?
No. It improves upstream intake quality so your quoting and recommendation workflow starts with cleaner data.
How does RX lookup save time?
Agents send a consent request once, then Part D medication history is imported from claims so there is far less manual re-entry during intake.
Spend less time collecting data and more time advising clients
If you want faster Medicare intake with automated claims-based context, create your agent account and start immediately.
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Informed + Choice is a workflow platform and does not claim Medicare or CMS endorsement.