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It’s Free – No cost platform for PSM contracted agents. Some organizations are charging agents up to $150 annually for their systems.

Saves Client Prescription Drug Data – Since Medicare.gov no longer saves prescription drug data; you can enter data and be able to retrieve your client’s drug data securely. You can then quote multiple plans at the same time.

Efficient – Save time, money and create more opportunity; you provide a compliant phone presentation, answer the beneficiary’s questions and your client can self-enroll.

Electronic Scope of Appointment – Allows you and your client to complete a scope of appointment (SOA) electronically and save it in the client’s YourMedicare profile. You can print or store the electronic Scope of Appointment. Following CMS guidelines, the SOA is stored for ten years.

Quote and Enroll from One Website – Most MA and PDP carriers that you are appointed with through Stephens-Matthews will appear as options when you run quotes for your clients.

Compare Carrier Value – This enrollment tool will display the client’s current plan and compare it against our available plans and show the cost savings and benefits from one plan versus another.

Email Signature – Allows you to send an email link to your client so the client can digitally sign and self-enroll.

Text Message Signature – After obtaining the consumer’s permission, you can send a text message signature link allowing a self-enrollment with a digital signature.

PURL Option – Allows you to have a unique personalized URL (Personalized Landing Page). With your unique PURL, clients can compare plans and digitally self-enroll. You maintain Agent of Record status and commissions are linked to you.

All Applications are Stored – Enrollment system provides a cloud based application storage center that meets CMS’ mandatory 10 year record retention guideline. You can download the application for your records.

Request access today!