Joining us today are Zach Block and Morgan Carver, who will walk you through the system, go through an enrollment, and highlight some of the new features that will be extremely helpful during this disruption period in the upcoming EP.

It’s going to be very informative, and I’m glad to see so many of you here. Just a quick note: you can use the blue chat button at the bottom right to open the public chat and Q&A area. Feel free to ask questions throughout the session; we’ll probably address most of them at the end. This session is being recorded, so it will be available later in our learning library.

I’ll now turn it over to Zach and Morgan. Thanks for joining us today.

Thank you, Christy. I appreciate the introduction. My name is Zach, and I’m the account manager for URL Insurance Group. With me today is our solutions engineer, Morgan Carver, who will walk through an enrollment on the platform and address any questions you may have. We look forward to this meeting.

Thanks, Zach. Happy Monday, everyone. I’m happy to be here for today’s training. Please feel free to use the Q&A from your audience view in the chat so we can answer all your questions. I’ll take you through a walkthrough of the site to get you trained and familiar in preparation for the EP.

We’ll start by sharing the screen from the agent perspective, and I’ll highlight when we switch to the member’s perspective, as there are different features, such as quotes, that behave differently depending on the user.

First, we’ll log in from an agent perspective into the broker site. On the dashboard, agents often use tools such as follow-up tasks for enrollments, quotes, and scope of appointment activities tied to their book of business. There’s also a MyMedicare.gov connection, which is similar to Blue Button. This allows you to send an invitation to members so their prescription data from the last 12 months can be downloaded directly into the platform, saving time when entering medications.

Other key tools on the dashboard include reporting. Agents can pull reports for a specific date range and agency name. Admin features may appear differently depending on your user permissions, which we’ll discuss further during the account overview section.

The agent training materials are a valuable library of resources. You can revisit training modules, save progress, and even provide feedback on areas where additional training could help. These resources are continually updated, especially when new features are released.

Returning to the broker site dashboard, the account overview page contains tools such as the Personalized Shopping Link (PSL), which is a member-facing link that ensures enrollment activity is credited to you as the agent. Always use the source link button to avoid errors when distributing it.

There’s also a vendor partner tool, RetireFlow, which provides a senior-friendly survey that updates client profiles automatically with drug, doctor, hospital, and pharmacy information. This includes assigned scope and standard EP review data. You can also upload a profile picture if desired.

A new feature this year is Personalized Benefits. This allows agents to set default favorite supplemental benefits, such as dental, vision, and hearing, making them easier to access when interacting with your book of business. You can also customize and save favorites at the member level for more specific needs, like over-the-counter hearing aids.

Your personal contact information, email, phone, and account details are also found in the account overview. Some features may require admin permissions, so check your role if you notice limited access.

From the account overview page, you can navigate to plans to view plan shopping information by zip code and plan year. To assist a member with enrollment, search for the beneficiary in the system. A new archive profile feature allows you to manage duplicate or outdated profiles. Archived profiles appear gray in searches but can be restored to active status if needed.

In a member profile, key information includes personal contact details, eligibility checks, quote history, and enrollment history. Tasks created in the dashboard originate from member profiles, and you can track historical activities even after archiving.

The site also has a call recording feature tied to member profiles. Once a member profile is in context, you can make calls directly to the member’s phone number. Color coding indicates call status, with green typically representing an active or connected call.

And it will update with that timestamp once completed. That activity will be saved and displayed. For any agent needing a copy of the MP3, just reach out to your admin, as admins have access to these files.

Next, I want to walk through a couple more features before we jump to enrollment, specifically scope of appointment and the preferences flow. Within scope of appointment, on the left-hand side, you'll see the most common ways to collect a scope of appointment: email and text. If you're doing a form in person, sharing your screen side by side, or conducting a phone call, you can also print a form or upload a paper copy. All those options are available. I’ll demonstrate the email functionality.

From a member's perspective, here’s the optional task we discussed earlier that populates in the dashboard and on a member profile. I’ll navigate to a member's perspective. In the inbox, the scope of appointment email from the agent appears. The email invitation takes the member to the consumer-facing site, which includes a video explaining the scope of appointment, contact information for the agent, and options to select the products to discuss. The member reviews their address and confirms all necessary information. Once submitted, the date and timestamp are recorded. A confirmation message informs the member that their scope has been submitted and the broker will follow up.

Returning to the agent perspective, once the member completes the scope, the agent side updates almost immediately. The confirmation number, summary of products discussed, and a PDF copy of the scope form are generated. MP3 files of call recordings are also available through admin request.

Before enrollment, I want to cover the preferences flow. For those familiar with the guided help flow, this may look new. Preferences are member-specific and include provider preferences, top three pharmacies, prescription lists, subsidy, health status, current plan tracking, and personal benefits.

This updated flow reduces the number of pages and clicks. Providers are displayed in a list on the left and on a map on the right. You can add providers and designate PCP status, such as new or existing patient, and these changes are saved. Green checkmarks indicate confirmed actions.

In the prescriptions flow, you can send a secure mymedicare.gov invitation to members to download the last 12 months of prescription data. Drugs can also be entered manually, with brand-name and generic cost-saving equivalents displayed. This is helpful for members to bring accurate prescription lists to doctors. Optional features include tracking extra help paying for prescriptions and estimating medical costs, focusing on the most commonly used benefits.

The current plan feature, added this year, allows agents to select the member’s carrier and plan. This remains in context from the plan list page and allows side-by-side comparison of up to three plans, including the current plan. Plans flagged as non-commissionable are clearly indicated, and differences in coverage, cost, and pharmacy are highlighted.

The preferences banner on the plan list page stays visible as you scroll, providing a consistent view of member-specific selections. Alternative drug suggestions are also flagged if a brand-name drug is not covered. Preferences save directly to the member profile and are reflected in completed call-to-action items.

Filters have been updated and moved to the center of the UI, allowing agents to sort by deductible, out-of-pocket max, premiums, coverage, personalized benefits, carriers, Medicare star ratings, and provider-specific preferences. The default display is total estimated cost, but this can be adjusted.

The summary of benefits is now accessible directly from the plan card view with a PDF icon. Plan IDs and additional indicators, such as dental, vision, or hearing benefits, are included. Training videos are available for additional guidance.

The quick quote feature allows agents to select multiple plans, generate a summary, and send it to the member via email or text. Default messaging is included but can be customized with additional personalization.

By default, the quick quote includes a personalized video of the quote, which dynamically pulls in the member's information. This feature is optional but adds a nice touch. The modal tool shows a summary of the plans included in the quick quote and the different pharmacy pricing options.

The quote process is essentially a two-step workflow. Using the authorization code, the member can access the quote. From the member perspective, they receive an email invitation with a secure link and a separate email and text with the authorization code. Once they enter the code, they access the quote page, which dynamically generates the video and plan information. Members can make updates or contact the agent directly through this interface.

The quick quote also includes standard elements such as introduction messaging, call-to-action areas, and a review of account information. Members can see their preferences, prescriptions, providers, and coverage details. If a provider is not covered, corresponding call-to-action notifications are displayed.

On the plan list page, agents can review plan details, compare costs, and explore dental, vision, and hearing benefits. The “View All Plan Details” option allows for a deeper dive into prescriptions, health costs, and total estimated costs. Preferences and plan-specific information are cross-referenced for a clear overview. Prescription costs are displayed in a calendar-year view, reflecting phase-in dates and applicable periods.

When ready to enroll, agents can select from pre-filled applications or carrier-specific enrollment forms, which may allow for text, email, or in-person signatures depending on carrier requirements. Agents complete required fields, review eligibility, payment statements, and other necessary items before submission. Tasks can be added for follow-up, and the member receives a copy of the application and related documents, along with a second authorization code.

Enrollment workflows vary by carrier, but in this example, the agent pre-fills the application, and the member reviews and signs it. The member profile updates at the end of enrollment to reflect the enrollment history, confirmation numbers, last updated dates, and a PDF copy of the enrollment form.

Regarding authorization codes, for plan year 2025, quotes and codes do not expire. For plan year 2026, codes will only be valid for 15 minutes. Consumers can request a new code to re-access a quote. The new process enhances security by requiring a fresh authorization code each time the consumer accesses plan data via email or phone.

Alternative drugs for non-covered brand-name medications are suggested based on a pharmacist-reviewed panel. Only drugs with covered alternatives in the carrier’s formulary will have suggestions. Since formularies change, alternative drug recommendations are periodically updated and may not always be available for the same drug.

Agents do not need to resend quotes to generate new authorization codes. Members can request a code each time they want to access their quote. This change improves security while maintaining usability.

Currently, there is no capability to translate the platform into Spanish, nor is there a pre-built script for Spanish speakers, although English scripts are available and translation could be implemented if needed.

Quotes remain active until partial enrollment is deactivated. Authorization codes function similarly, providing secure access throughout the enrollment process.

Any lingering questions can be submitted to the team, and answers will be provided promptly. Agents and team members are encouraged to reach out via email or phone for support.