The HealthSherpa for Medicare Shopping page allows you to browse Medicare plans available in a particular zip code, with sorts and filters to help you select a plan:

We display plans across Medicare Advantage Prescription Drug (MAPD), Medicare Advantage (MA), Prescription Drug (Part D), Special Needs Plans (SNP), and Med Supp.

We display nearly every carrier in our quoter, and many can be enrolled right through our site. View the full carrier list here.

To initiate a shopping session that's associated with a particular Contact, select the "Shop for [name]" button on the Contact Detail page:

This will launch a shopping associated with that particular Contact, whose name you'll see listed up top:

A Contact-associated shopping session will automatically pull these fields into the quoter (if you've already added them for the Contact):

And if you edit any of these things during the Shopping session (i.e. adding a Drug), it will automatically update the Contact Detail.

To initiate a shopping session that's not associated with any of your Contacts, select the blue ‘Shop plans’ button.

This will launch an anonymous shopping session with ‘Anon-[random digits]’ clearly visible at the top of the page.

During any anonymous shopping session, you can press the ‘Save’ button to associate the session with a Contact.

Note: An anonymous shopping session will remain active across tabs. To begin a fresh shopping session, select the ‘New session’ button.

From October 1st – November 30th, a plan year filter will appear. During that time, the upcoming plan year will pre-populate but you may adjust this to the current year if needed.

You may include or update the desired effective date for coverage using the ‘Effective date’ dropdown. Effective dates selected will pre-populate into the enrollment form.

The Extra Help / LIS data included on a Contact's Details page will automatically populate when initiating a shopping session from a Contact's Details page and may be updated if desired.

You may include or update Extra Help / LIS eligibility using the ‘Extra Help / LIS’ menu. Learn more about Extra Help / LIS here.

Note: As of January 1st 2024, there is only one level of Extra Help / LIS so the menu includes only Yes or No options. Selecting ‘Yes’ will apply the subsidy calculations to drug deductibles, drug copays, and plan premiums.

You have access to many plan shopping filters when assisting consumers with plan selection. Notable filters available within shopping sessions include Drugs, Pharmacies, Providers, and Commissionable plans.

The "My appointed carriers" filter shows only those carriers you've added to your Carriers page. And this is one of a few filters that you can default to always being set, for any of the quotes you run. Access these defaults from your Settings page:

Drugs, Pharmacies, and Providers included on a Contact's Details page will automatically populate when initiating a shopping session from a Contact's Details page and may be updated if desired.

To add or edit drugs included in a shopping session, select ‘Add drugs’ under the ‘Drugs’ menu.

To add a drug, type in the name – after 3 characters are entered, search results will begin to populate. Customize dosage, quantity, and frequency, then press Save.

New: You can also use our new AI-powered feature to enter in multiple drugs all at once. Learn more here

Edit existing drugs by selecting the pencil icon next to the medication name. To remove an existing drug, select the ex icon next to the medication name.

To add or edit Pharmacies included in a shopping session, select ‘Add pharmacies’ under the ‘Pharmacies’ menu.​

This will launch a pop-up window. You may include up to three pharmacies in a given shopping session.

You may remove an existing pharmacy by selecting the ex icon next to the pharmacy name. To add a new retail pharmacy, simply key in the name of the pharmacy, a ZIP code, and ZIP code radius. You may adjust the search toggle to digital pharmacies to search available digital pharmacy options.

When you are done updating the pharmacy list, close the pop-up window to resume shopping.

Note: Shopping sessions without pre-selected pharmacies will have a default Retail and Mail Order pharmacy selected. Carriers may have unique defaults. Custom pharmacy selections will override defaults listed.

To add or edit Providers included in a shopping session, select ‘Add providers’ under the ‘Providers’ menu.

This will launch a pop-up window.

To add a new provider, first enter the name or NPI of the provider and search:

Select the provider, then select the location(s) your client sees them at. (If you don't see a location you're expecting, try expanding the search radius.)

A particular provider might be in a plan's network at one location, but not another. But don't worry, if the location you select isn't in network, we'll highlight locations that are in network – right here in the plan shopping view:

Note: You can also indicate if a provider is your client's Primary Care Provider (PCP). Doing so will pre-fill the Provider's information on any enrollment forms that needs it.

The HealthSherpa Medicare Shopping page includes plan cards which provide you with highlights of the coverage indicated.

Notable items housed within a plan card include:

The plan Details page gives you full plan information in an easy to browse format.

Notable fields within the Overview section include:

The ‘Your drug costs’ section displays costs for drugs included within the shopping session. Prices displayed reflect the cost of filling a respective medication at the pharmacy selected within the shopping session, or the default pharmacy if no pharmacy was selected.

Notable items housed within the ‘Your drug costs’ section include:

As you scroll, you will notice a much more granular view of the plan’s benefits.

For any plans that are non-commissionable, you'll see this red label on the Plan Card:

To hide non-commissionable plans, click the Commissionable filter:

And if you always want this filter set, for all quotes you run, you can set that in your Settings – see how here.

Some carriers make certain plans enrollable only on their own websites, not through third-party platforms like ours. These are “suppressed” plans.
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​These plans now appear in our quoter, marked with a yellow label. You can quote them normally, but enrollment must happen on the carrier's site.
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​Note: Suppressed plans are different from non-commissionable plans – both types appear in our quoter, with distinct labels.

Ready to enroll? Learn more about our enrollment experience.