A built-in Medicare history and Medicaid status lookup tool is coming soon. In the meantime, you can perform these lookups via carrier portals – we’ve provided instructions for several carriers below.
Use the links below to go directly to each carrier’s broker portal, or scroll down for step-by-step guides.
United Broker login
Aetna Broker login
Humana Broker login
Cigna Broker login
Anthem Broker login
Devoted Broker login
Note: United and Aetna tend to provide the most accurate information. And Medicaid status only populates if a carrier has DSNPs in the state.
United
Step 1: Log into your Jarvis broker portal.
Step 2: Click on Sales Tools and select Medicare & Medicaid Eligibility Lookup
Step 3: to see Medicare Eligibility, enter Date of Birth and Medicare Number (MBI).
Step 4: You'll see the following Medicare Eligibility information returned
Medicare eligible Y or N
Part A, B and D effective dates and end dates
MBI Number
LIS (Low-Income Subsidy) effective date and percentage
Current plan ID. (Google the Plan ID to identify which plan it is)
Current Part D coverage
Step 5: To see Medicaid Eligibility switch to that tab, and enter the required fields:
State
Zip Code
County
Name
Date of Birth
Proposed Effective Date
Medicaid Number or SSN
Tip: Most of this information will pre-fill if you check Medicare Eligibility first
Step 6: You'll see the following Medicaid Eligibility information returned
First & last name
Medicaid number
Medicare eligible
Medicaid level
Waiver type
LIS for proposed effective date
Integrated / Other DSNP Eligible Plans
Aetna
Step 1: Log into your Aetna Think Agent account:
Step 2: Click on Sales
Step 3: Click on Check LIS Eligibility
Step 4: Enter the required fields marked with a red asterisk - First and Last Name, Date of Birth, and Medicare Number
Step 5: You will see the following Medicare / LIS Eligibility Information
Start and End Date
Copay Level
Premium Subsidy
Medicaid Coverage
Step 6: Click on Check Medicaid Eligibility
Step 7: Medicaid Eligibility
Enter the required fields:
First and Last Name
Date of Birth
Gender
Medicare Number
Medicaid Number
Medicare State
Step 8: You will see the following Medicaid Eligibility Information
Beneficiary First and Last Name
Medicaid ID
Medicare Benefit Type
Humana
Step 1: Log into your Humana Broker Portal
Step 2: Under Quote & Enroll, Scroll down and click on Eligibility Verification
Step 3: Medicare Eligibility
Enter the required fields: Date of Birth, Entity, Gender, and Medicare ID
Step 4: You'll see the following Medicare Eligibility Information:
Status + Status Message
Medicare ID
Beneficiary Name, Gender, DoB, DoD
Mailing and Residential Address
Part A, B, and D Start and End Dates
LIS Start and End Date, Level, and Percentage
Step 5: Medicaid Eligibility -
Enter the required fields marked with a red asterisk -
Note: Some of the information will pre-populate if Medicare Eligibility is checked first
Plan Year
State
First and Last Name
Date of Birth
Gender
Medicare and Medicaid Number OR just SSN
Step 6: You will see the following Medicaid Eligibility Information
Current Medicaid Eligibility Status
Medicaid ID
Medicaid Level
MCO (Managed Care Organization) Name
2025 - DESNP Plan Eligibility Guide (plan details by state and what the member qualifies for based on Medicaid Level)
Cigna
Step 1: Log into your Cigna Broker Portal
Step 2: Scroll down to Tool and Select Medicare / Medicaid Eligibility
Step 3: Medicare/Medicaid Eligibility
Enter the required fields: Medicare Beneficiary Identifier (MBI) and Date of Birth.
Step 4: You will see the following Medicare / Medicaid Eligibility Information:
Medicare
First and Last Name
MBI
Date of Birth
Gender
State and County
Part A, B, and D Start and End Dates
Enrollment Data
LIS - Low Income Subsidy Data
Medicaid
Medicaid Status - Y or N
Start and End Date
Anthem
Step 1: Log into your Anthem Broker Portal
Step 2: Click on Tools & Resources + mProducer
Step 3: Scroll to Quick Links and click on Medicare / Medicaid Eligibility Check
Step 4: Medicare Eligibility
Enter the required fields:
First and Last Name
Check Effective Date
Date of Birth
Medicare Number
Step 5: You will see the following Medicare Eligibility Information
Transaction ID
Proposed Effective Date
Part A and B Effective Date
Current Contract -PBP - Segment
Drug Gap in Months
LIS Effective Date and Level
Step 6: Medicaid Eligibility
Enter the required fields:
First and Last Name
State
Date of Birth
Check Effective Date
Medicare Number
Medicaid Number or SSN
Step 7: You will see the following Medicare Eligibility Information
Transaction ID
DSNP Verification, Note: Save this - Needed for the application
DSN Verification Code Expiration Date
Proposed Effective Date
Medicaid Eligibility Determination Date
Medicaid ID
Medicaid Level
Devoted
Step 1: Log into your Devoted Broker Portal
Step 2: Click on Eligibility
Step 3a: You may need to click on Add New Prospect Eligibility Query
Step 3b: Enter the Zip code and State
Step 3c: Under Select Eligibility Check Type, Select Both Medicare and Medicaid
Notes:
DSNP Plan must be offered in that state + Member must be located in one of the states offered by Devoted
You can also just look up Only Medicare or Only Medicaid
Step 4: You will need the following Medicare / Medicaid Eligibility Information, once entered click Check Eligibility
First and Last Name
Birth Date
Gender (Optional)
MBI
Medicaid Number
Note: Review and accept the attestation - if you have permission from the member
Step 5: If information is available you will see a pop-up, Potential Prospect Matches Found. Click Create New Prospect + View Eligibility Results if info matches
Step 6: View Eligibility Results
If Member has Medicare / Medicaid, Y or N
Demographics
MBI, Name, Address, DoB
Medicare Status
Part A and B Start Dates + Eligibility Start Dates
Medicaid Status
Medicaid ID
First and Last Name + DoB
Eligibility Start Date
Dual Category Code (Level)
Coverage Status
Plan Info
Future, Current, and Prior Info
Cost Assistance
Eligible for LIS, Y or N
Start + End Date
Level
Copayment Level
Uncovered Month
Additional Details, Employer Group Health Plan, Y or N
