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Skyrocket Your Medicare Advantage (MAPD) and PDP Sales With Our Online Enrollment Tool

By Matthew King

Written On August 23, 2019

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TR King Insurance Marketing is proud to offer a leading technology solution for online enrollment of Medicare Advantage (MAPD) and PDP sales at absolutely zero cost to you; find out how to gain access now!


How To Gain Access To The Medicare Advantage and PDP Online Enrollment Tool

Medicare Advantage Prescription Drug Plan (MAPD and PDP) Electronic Scope of Appointment and Enrollment Tools

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  • 1
    Join TR King Insurance Marketing as a partner or be within the hierarchy (independent insurance agent or agency).
  • 2
    Request at least one of the carriers on the list below.
  • 3
    Complete your AHIP training and carrier(s) specific certification.
  • 4
    Get your ready to sell status and writing number from the carrier(s) requested
  • 5
    You will automatically be enrolled into the "YourMedicare Enrollment Center". Be on the lookout for email granting you instant access. (See example below, after the carriers available box)


Carriers Currently Available For Use: 

  • Aetna Medicare (previously known as Aetna Coventry)
  • Humana
  • UnitedHealthCare
  • WellCare
Get Instant Access To The Medicare Advantage (MAPD) and PDP Electronic Scope of Appointment and Enrollment Tool

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The image above is the email you should receive to gain instant access. If for some reason you do not within 72 hours after getting your writing number and ready to sell status. Please contact our offices.

You can also get to the "YourMedicare Enrollment Center" once you login to Agent Xcelerator, under the Sales Management tab. (See Image Below).

MAPD Enrollment Tool in Agent Xcelerator

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Starting a Consultation with Your Prospect (Create a Profile)

Create A Customer in the MAPD & PDP Enrollment Tool

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Every interested prospect/client should start off with you creating their profile and beginning the consultation process. The profile creation process is completed in four simple steps and sets you on your way to collecting a electronic scope of appointment from your prospect/client. 

To demonstrate, the steps are broken down below:

  • 1
    Click On Customers Or the Customer Icon in the Left Navigation Bar (See Image Above).
  • 2
    Click "New Profile". (See First Image Below)
  • 3
    Fill Out Profile Information and Save. (See Second Image Below)
  • 4
    Continue To The Next Step (Electronic Scope of Appointment)
Create A Profile: Image 1
New Profile in MAPD & PDP Enrollment Tool

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Create A Profile: Image 2
Creating A Profile and Saving In the MAPD and PDP Enrollment Tool

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Electronic Scope of Appointment by Email/Text Message or Paper for Your Prospects/Clients

Electronic Scope of Appointment Tool

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As the next page loads, you'll be presented with four options (See Image Below):

Electronic Scope of Appointment Four Options

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  1. Email a Electronic Scope of Appointment (Client Needs An Email Address)
  2. Text a Electronic Scope of Appointment (Client Will Need A SmartPhone)
  3. Complete a Scope of Appointment (Electronic Face to Face Option)
  4. Upload Scope of Appointment (Mail SOA and Upload)

If your prospect/client doesn't have a email address, that's okay! 


Pro Tip: Download a paper scope of appointment then mail to your prospect/client to be returned to you.

For this example, let's assume that your client has an email address. (If you're doing it by text message it will be very similar to this process just on the phone.)

Follow these five simple steps below:

  • 1
    Click Send a Scope of Appointment (See Image Above).
  • 2
    Fill In The Information On Screen and Click The Email or Text Button Below (See First Image Below for example).
  • 3
    Fill In The Email Address or Phone Number For Your Client, Take Note Of The Access Code, and Click Send (See Second Image Below for example).
  • 4
    You'll Now See The Scope Of Appointment Sent In Your Dashboard. (See Third Image Below).
  • 5
    Now Walk Your Client Through The Process On Their Side.
Electronic Scope of Appointment: Image 1
Send A Electronic Scope of Appointment

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Electronic Scope of Appointment: Image 2
Send Electronic Scope of Appointment (with Code)

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Electronic Scope of Appointment: Image 3
See Scope of Appointment In Dashboard

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What your prospect/client is looking for after you send an electronic scope of appointment

Electronic Scope of Appointment (SOA) 1st Email

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Your prospect/client should receive an email stating their name and thanking them for their interest, with preview text about what the email is about.You can see a sample above. Make sure your prospect/client checks their spam folder just in case.  

Electronic Scope of Appointment Client Side Email

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Once your prospect/client opens that email, they will be asked to fill out the electronic scope of appointment and confirm/select all Medicare Health plans they wish to discuss. The email states the importance of the scope of appointment and that it is required by Center for Medicare and Medicaid Services (CMS). 

The email includes your contact information and a button to click the scope of appointment form. Have your prospect/client click that.

Access Code Client Side of Scope of Appointment

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  • Have your client put in the access code, you were given at the start of the scope of appointment (See Image Above).
  • Have the prospect/client pick/confirm all products they wish to discuss. if they do not and bring up another topic, another scope of appointment will have to be filled out before you can discuss that topic. (See Image Below)
  • Then have your prospect/client put in or confirm all of their information and click the continue button! (See Image Below)
Electronic Scope of Appointment Client Review

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If done correctly, the client should see a confirmation page. (See image below).

Electronic Scope of Appointment Client Confirmation

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Your prospect/client will see a thank you confirmation page if their submission has gone through successfully. At that point, you should also see their scope of appointment under the "SOA" tab after a refresh.

Here is an example below:

Ready For Agent Signature Scope of Appointment

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Pro Tip: When you see this created scope of appointment, click on the "Sign" text to continue. It will automatically sign the SOA (As long as you've updated your Agent Profile and Signature. Download a copy for your records and keep it safe.

Start Quoting and Enrolling Your Prospect/Client

Quote and Enroll with the MAPD and PDP Enrollment Tool

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As you press "'Quote and Enroll", the information will auto-populate for you If you filled out the information for your client. All that will be left to do here is confirm the zip code, county, and Extra Help/Low Income Subsidy then click "Save". (See Image Below)

Extra Help and Quote Check

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Add Your Prospect/Client's Drugs To Help Estimate Drug Cost

Add Your Client's Drugs When Doing A Medicare Advantage and PDP Sale Online Enrollment

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  • 1
    Ask your prospect/client the drugs they take, as you type them in they auto-populateIf you are unsure about the spelling, check the Alphabetical list, then add the dosage and quantity, and click add drug. Add all the drugs your client takes.
  • 2
    If you need to update any of the medications, you can click on "View my medications".

Add Health Conditions to Help Estimate Cost

You can help estimate the cost for your client by clicking on the "heart" on the left side navigation. After, ask them what health condition they might fall in by relying the information you see on the right-side. This is to help estimate cost ONLY. (See Image Below).

Health Conditions for MAPD Enrollment Tool

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Find The Pharmacy For Your Prospect/Client

Selecting A Pharmacy for Your Client

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  • The Tool should automatically select the closest Pharmacy to your client, confirm with your client which Pharmacy they want or go to. 
  • Simply type in the field to change the pharmacy.

Show Plan Value and Let The Client Enroll While You Get Credit For Your Sale

Quote, Compare, Email To Your Client

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  • 1
    View all plans available for your prospect/client and filter by plan type.
  • 2
    View plan details to find what fits your clients needs.
  • 3
    Compare up to 3 plans at once side by side (and send a multi-quote to your client's email).
Find Doctors and Plan Details

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  • 1
    Check that your prospect/client's Physician is in the network by using the Physician Directory (by clicking Find doctors).
  • 2
    Confirm that your prospect/client's Pharmacy is in the network (In Plan Details).
  • 3
    Confirm that the drugs are covered with a final check (In Plan Details).
  • 4
    If everything is covered and in network, send your prospect/client a quote for their comparison, cost details, star rating, benefits, all plan documents will be provided when they enroll (summary of benefits, benefits at a glance, evidence of coverage, and notice of nondiscrimination) and enrollment.

What your prospect/client can expect when quoting and enrolling

Email Quote For Your Client

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  • The email will contain the quotes you sent as comparisons that you are sending your prospect/client.They can compare, then click "enroll" when they wish to. (See Image Below).
Comparison Options For Your Client (MAPD Online Enrollment)

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The first example email above is of how the prospect/client will see the quote you sent them.

Once your prospect/client clicks one of the "Enroll" buttons in the email they will be taken to a web page that ask them to fill out their information to enroll. (See Image Below.)

MAPD and PDP Online Enrollment Application

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On the current web page, the prospect/client can review the Summary of Benefits, Pre-Enrollment Checklist and Star Ratings. Have your client take a moment and review the information before they click "Continue".

The prospect/client will have to answer a few more questions and put in their Medicare information, confirm eligibility, and review their information. 

The client will hit submit.

The client should get an email confirming the submission along with all of the documents they need as leave behinds (See Images Below For What Your Client Will See). After this you are done! Congratulations on your easy sale!

Medicare Information Check Image
Medicare Information Check on Application

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Eligibility Check Image
Eligibility Check on Application

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Review Application Check Image
Review MAPD and PDP Online Enrollment Information 1

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How You Can Use This To Build Your Agency (Yes, Your Downlines Can Use This Too)

One of the best things about this software is it is not branded to our name. It is software that you and your downlines can use with absolutely zero cost and double your sales by following a simple process

Your downlines simply need to get appointed with the carriers listed above at the very beginning of the article, get certified for AHIP and carrier specific training, get ready to sell notification with a writing number and they will also receive instant email access to the online Medicare Advantage and PDP Enrollment Tool. 

Additional Features and Functions

Every year additional features and functions will be added to the online MAPD and PDP enrollment tool. We strive to keep our post and website updated on a regular basis. You can check back in this article for future updates on features and functions. We have listed some of the features and functions below that are available right now!

View Your Dashboard

On your dashboard you can view completed enrollments under reports. You may also view prospects and quick links. By clicking on profile (view), quote (view), enrollment (view), or scope of appointment (view) you can restart your process anywhere you left off.

Search Profiles

You can search for specific profiles by first name, last name, phone, and date of birth to find profiles you have started. You may click on the action button, then edit the profile, view a quote, send an email, or send a scope of appointment.

Restart a Previous Consultation

You can restart a previous consultation by using two easy methods.

  1. Method One: If you a customer profile, you can simply click below prospects on the dashboard in the respective area you left off.
  2. Method Two: Search for a profile (see above) and click on the action button then view quote to start where you left off.

Start A New Enrollment

We do not recommend starting off with this option. But if you must, you simply click the quote and enroll button, plug in the zip code, name, extra help and hit submit. The MAPD and PDP Online enrollment tool will pull up all the plans in the area. Then you can send a quote or enroll the client but you will not have all the estimated cost by following the consultation method above.

Send A Quick Quote

Simply click the quote and enroll button, type in the zip code and select the plan(s) and send quote button. You will be asked for critical information to be able to send the quote. After you input that information. You can send the quote(s), you will need to note the access code for your client.

Check Physicians Finder, Formulary Drug Finder, or Pharmacy Finder without Enrolling Or Quoting (Coming Soon In This New Tool) - NOT YET AVAILABLE

At the bottom of the page, agents and clients (on the agent's portal) are able to quickly access the Physician Finder, Formulary Drug Finder, and Pharmacy Finder to answer network questions without having to do a quote, consultation, or enrollment.

Send Clients Your Personalized URL To Self Enroll and Get Paid

Agents can provide a direct link to their URL in their email signature or marketing materials. The look and feel of your personalized portal is optimized to increase conversion rates and provide a great user experience.

How to Send YOUR PURL

Agents can send their link by adding their NPN at the end of this link.

For example, if your NPN is 00000000 the URL would be like so:


Simply replace the zeros with your NPN, then test the link, and send it to your client.

Electronic Signature Capture (New Text Message Feature)

Clients are now able to include electronic signature capture by electronically signing the enrollment form using keyboard, mouse, or a scribe tool during the enrollment. 

Signatures can be captured using email or text message via a smartphone.

Checking Your Winning Stats

At the left of the page, after logging in, click on the reports icon to check a plan year and see completed enrollments, partial enrollments, and total profiles created. You will see the statistics broken down into MA, MAPD, and PDP. If you use Agency Xcelerator, you may also check all of your book of business there as well.

Over to You

We'd love to hear your thoughts in the comments below on:

  1. Are there any features you would like to see added to this software?
  2. Is there something we left out in this article that you need to know?
  3. Was the software easy to use, why or why not?

If you have any questions, please leave a comment below. We will carefully read each one of them. Happy Selling!

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Matthew King

Matthew King is a co-owner of TR King Insurance Marketing. When he's not creating processes, content, developing training, and implementing digital marketing strategies, he likes to immerse in gaming with his wife and friends.

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