Grow Your Medicare Book of Business by Putting Clients First

How Agents Use AISmartBids

Whether you're onboarding new clients or managing an existing book of business, AISmartBids gives you the tools to work efficiently and recommend plans you can fully stand behind.

1. 1

   Create Your Agent Account

   Sign up, verify your credentials, and log in to your agent portal. Your account is the hub for managing your entire client roster and tracking their Medicare plan status.

2. 2

   Upload Your Book of Business

   Import your existing clients by uploading their names and email addresses. Your client list populates the agent portal instantly, giving you a centralized view of every client in one place. Sort by name or date, filter by activity status, or search by name or email to find anyone in seconds.

3. 3

   Invite Clients with Ready-to-Go Email Templates

   Use built-in email templates to send personalized invitations to your clients. Each email includes a unique link that directs clients to the platform and requests their consent, giving you authorized access to their information so you can guide them through their options.

4. 4

   Review & Guide Client Data

   Once a client gives consent, you can view and, where appropriate, edit their profile, including their contact information, prescriptions, current plan, and healthcare usage. This lets you step in and help clients who may need assistance completing their profile accurately.

5. 5

   Review Medicare Plan Recommendations

   AISmartBids compares every available Medicare Advantage and Part D plan, and each client's existing plan, against actual costs, prescriptions, and coverage needs. You get a defensible, data-backed recommendation for every client.

6. 6

   Retain Clients Automatically, Year After Year

   Every Annual Enrollment Period, AISmartBids automatically reshops each client's plan and recommends a new optimal plan, if one exists, or confirms they're still on the best plan. Your clients stay well-served without extra work from you, and your retention rate reflects it.

How Beneficiaries Use AISmartBids

If you're on Medicare, you can use AISmartBids directly on your own, or with guidance from your agent. The process is straightforward, and the platform does the heavy lifting.

1. 1

   Create an Account & Log In

   Sign up with an email and password, verify your code, and log in securely. Personal data is protected throughout the process.

2. 2

   Enter Contact Information

   Provide a name, phone number, and home address. This allows the platform to identify which Medicare Advantage and Part D plans are available in your area.

3. 3

   Share Healthcare Needs

   Enter past and expected healthcare usage, e.g., doctor visits, hospital stays, ER trips, etc., along with current prescriptions, dosages, and any extra benefits needed, like dental, vision, hearing, or transportation. You can also add your current plan for comparison. This is what makes the recommendations genuinely personalized.

4. 4

   See Personalized Results

   The platform instantly compares your existing plan, as well as all other Medicare Advantage and Part D plans, side by side. Showing estimated annual savings, premiums, deductibles, copays, and plan-specific coverage details for your location.

5. 5

   Customize & Compare

   Adjust scenarios in real time—add a prescription, increase doctor visit frequency, or toggle benefits—to see exactly how each change affects costs across plans.

6. 6

   Choose With Confidence

   Select the plan that fits your lifestyle and budget. Every year during Annual Enrollment, AISmartBids automatically reshops your plan so you're always in the best coverage without any extra effort.

Why Agents Choose AISmartBids

Most Medicare tools were built to help clients shop. AISmartBids was built to help agents grow, by making it easy to do right by every client, at scale.

• Manage your entire book of business from one portal—upload, track, sort, filter, and search
• Send consent-based client invitations with built-in email templates and personalized links
• View and edit client data with consent, so you can assist clients who need help completing their profile
• Transparent, smart recommendations you can defend to any client or regulator
• Automatic annual reshopping keeps every client optimally placed without manual follow-up
• Higher retention, higher revenue per client, longer client lifetime value, and a more valuable agency