When quoting Medicare plans for consumers some of the most important things include what prescriptions a consumer takes and which doctors they see. These two pieces of information when quoted correctly can earn you that consumers trust for a lifetime. Here is how to add those pieces (plus more) to a consumers profile:
Scroll down and click "Add Preferences".
Select which type of plan you would like to quote (Don't worry, this can be changed later in order to look at all the different plan types)
Step 3 is optional yet very important when looking at plan/Rx costs. You have the ability to select which level of subsidy/special assistance your consumer has (if any) then click "Continue".
Next is providers. Search for a providers name or facility and press search. After results load you can select the correct provider. If a provider has more than one location you will need to select which location your consumer sees that provider at.
Before pressing continue it is advised to select which provider is their PCP (primary care provider).
Next is prescriptions. This step is very easy and can be done one of two ways. The first is by manually typing in the prescriptions, selecting the dosage, and finally selecting the quantity/frequency. When doing this you will be alerted if a medication has a generic and whether or not you would like to add the generic medication instead. The second way of adding prescription is by connecting a users MyMedicare.gov account. This works by sending an email to the consumer, having them login to their MyMedicaer.gov account and "allowing" the system to pull drug claims in order to populate a list of medications.
After adding prescriptions you will need to add which pharmacy the consumer uses. You can choose between retail or digital pharmacies.
Thats it! Now you can quote plans accurately and confidently.