Coming soon, we'll add a feature that allows you to look up a clients' Medicare history and Medicaid status.
Until then, you can do this lookup via various carrier portals – we've outlined this process for several carriers below.
A few notes:
UHC and Aetna tend to provide the most accurate information.
The data available may vary by carrier & resident state.
Medicaid eligibility only populates if the carrier has a DSNP in the state.
Status lookup guides:
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 Medicaid
Step 3: Medicaid Eligibility
Enter the required fields:
First and Last Name
Birth Date
Gender
OR
Medicaid ID
MBI
Note: DSNP Plan must be offered in that state + Member must be located in one of the states offered by Devoted
Step 4: You will see the following Medicare / Medicaid Eligibility Information
First and Last Name
Birth Date
Gender
MBI
Medicare Benefit
Dual Category Code
Insurance Plan Type
Subscriber ID
Eligibility Start and End Date
Covered Plan
