For licensed Medicare agents
Medicare tools for agents who need every hour to count
With commission changes this year, many agents have more clients to reach and less time to do it before AEP ends on December 7. My Plan Compass shows you which clients need a call first, and gives you the plan facts for that call.
Free during the beta.
What you can do today
Check a client
Enter a client's ZIP code, drugs and doctors. See plans ranked for that client, each with an estimated yearly cost, every drug, every doctor and the reasons it ranked where it did.
Review your whole book
Upload your client list as a spreadsheet. Each client is re-ranked on current plan data with their current plan scored alongside, and the list comes back sorted into Call now, Review and No change.
Spot plans that may be ending
If a client's current plan is not in the 2027 plan data for their county, the review flags it, so you know to check the Annual Notice of Change.
Leave a plan summary behind
Print a plain-language summary of the plans you went over, for your client to keep.
Built so you can trust it
Ranked by what fits the client
Plans are ranked on the client's drugs, doctors and costs. Our ranking can't see commission.
Built on official CMS data
Doctor networks are checked against carrier directories where we can reach them. A doctor we couldn't check is shown that way, never as out of network.
Client names stay with you
The review works without names. Your file stays in your browser tab. To price plans we send each client's ZIP, drugs, doctors and current plan, with no name. We don't save a record of any client.
Get started
Tell us your name, NPN and the states you are licensed in. We review each request and email you when your account is ready. Free during the beta.
My Plan Compass compares Medicare Advantage plans with and without drug coverage. Cost estimates and doctor network information may be incomplete; confirm details with the plan before enrolling. We are not connected with or endorsed by the U.S. government or the federal Medicare program.