You can then view them in the Ritter Platform, which you’ll also have free access to, at your convenience! Your clients can also create a profile and log in to your site, input pertinent info (e.g., their providers, prescriptions, pharmacies, etc.), and then share those details with you. You both can search for Medicare Advantage, Medicare Supplement, and prescription drug plans. If you have your own (free) Medicareful site, you and your clients can do the same basic search functions using that. Log in at to see how to invite clients to create a Medicareful account through the Ritter Platform Is There a Safe Alternative Medicare Plan Finder? You should only assist in the process at their request. Under no circumstances should you create or Medicareful accounts for your clients. Note: No matter which path you chose, we recommend you help your client create the account, since you’re likely more tech savvy than your clients and may be familiar with these sites. Get credit for all your enrollments while enjoying a CRM that’s updated by your clients! Once they submit it, you’ll be able to access their info without them having to be present, run drug plan estimates based on their current or desired prescriptions, and help them enroll in plans as the Agent of Record. Then, have your client create an account with your site and enter their information. Want all the technology of the new MPF without the risk of losing enrollments? Use Ritter’s free Medicareful Plan Finder that’s integrated with their Platform CRM! All you need is a free Medicareful site. While you can’t store and recall any client drug information using this pathway, there is no potential risk of your clients completing an enrollment without your assistance. Anonymous access does not require an account. It will be a direct sale to the insurance company. If your clients select this and complete their enrollment this way, you won’t be the Agent of Record. IMPORTANT: It’s crucial to note the logged-in version of the MPF features an enrollment button. Logged-out users will have to reenter their info each time they want to use the tool. Logged-in access requires clients to create a account however, once they do so, they can save their prescription drug info to access later. It’s important to note that there are two ways you can access the new Plan Finder: logged-in and logged-out (anonymous). (Good news! This video is designed so that you can also share it with your clients.) CMS’ Top 10 Questions & Answers for those Helping People with Medicare document may also be a helpful resource when learning how to navigate plan finder. While we could easily type out instructions for using this tool, we feel it may be easier to learn the ins and outs of this tool by watching CMS’ tutorial on how to use the new Medicare Plan Finder. Since this tool automatically pulls in the last 12 months of Medicare claims data, it’s really useful for analyzing cost comparisons. Listen to this article: Using the New Medicare Plan Finder IMPORTANT: Agents cannot save and store client drug lists on the new Medicare Plan Finder. CMS has not made any additional changes to this tool over the last year, so if you used it in 2019, you should know how to use it this year! However, if you need a refresher or have never used this tool, we’re covering what you need to know about it to successfully compare and filter plans. The old version of the tool was sunset at the end of September 2019. In August 2019, the Centers for Medicare & Medicaid Services (CMS) updated their online Plan Finder. As the Annual Enrollment Period approaches, it’s important to be aware of changes affecting the tools and resources you use and understand how to navigate through any updates.
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