Medicare & ACA Platform for Agents, Agencies & FMOs
Smarter tools for your business. Better health for
your members.
You built your book through trust, service, and follow-up. RxCare
helps you protect every relationship by surfacing prescription
savings opportunities, coverage gaps, retention risks, and service
moments before they become missed calls, complaints, or lost
renewals. Your team sees who needs attention, why it matters, and
what should happen next.
After-call summariesAEP intake supportRetention flagsPrescription savingsClaims contextMobile client recordsFMO reportingQuoting integrationsLIS and MSP screeningAgency workflowsCompliant AI workflowsAfter-call summariesAEP intake supportRetention flagsPrescription savingsClaims contextMobile client recordsFMO reportingQuoting integrationsLIS and MSP screeningAgency workflowsCompliant AI workflows
Which practice sounds like yours?
Three different practices. One platform built for all of them.
Your model may be field sales, a high-service agency, or an FMO. The
pressure is the same: client data lives in too many systems while
retention, AEP readiness, service follow-up, and prescription support
depend on having the full picture.
MAPD + ACA Field Agent
MAPD and ACA field agents need the full client story before the
call starts.
Before the client finishes the question, you need the plan, drug
list, provider, pharmacy, last conversation, and savings context
in front of you, without re-asking information they already gave
you.
High-service agencies lose time when post-enrollment work lives in
people’s heads.
After enrollment, the real work is knowing who needs a medication
review, who is approaching high drug costs, who may face formulary
risk before AEP, and which service issues need follow-up before
the client starts shopping elsewhere.
FMOs lose visibility when agents work in disconnected systems.
Disconnected systems force agents into double entry and leave
leadership without a complete view of the book. Every activity
that disappears into a carrier portal, quoting tool, spreadsheet,
or side system weakens the ROI on the technology you already paid
for. Your agents need Medicare, ACA, ancillary, AEP, retention,
prescription support, and compliant AI workflows in one operating
layer, with integrations into quoting platforms such as
ConnectureDrx and Lucie Health.
After-call admin is where producers lose time and agencies lose
consistency. AidenRx turns each call into a clean summary,
client-ready follow-up, CRM updates, and next steps, so agents
stay focused on listening while the agency keeps a record
leadership can trust.
Without AidenRx Notetaker
Rewriting notes after every call
Manually updating CRM fields
Creating follow-up tasks yourself
No awareness of Medicare plan types, drug coverage, or
compliance requirements
With AidenRx Notetaker
Structured summary ready for your review
Medications, providers, and pharmacy captured automatically
Follow-up tasks and a client-ready follow-up email created
from the conversation
Medicare-aware: plan mentions, LIS signals, AEP timing, and
SOA topics flagged
"I've been using it after almost every call, and I truly value
the professionalism it brings to my role as a trusted Medicare
advisor. It allows me to focus on listening more deeply to my
clients' needs instead of worrying about taking notes.
The time it used to take me to review call notes, edit them,
and send follow-up information has been reduced dramatically,
saving me valuable time on every call. The summaries are
clear, professional, and help clients better understand the
enrollment process while giving them something they can easily
refer back to later.
It also helps our team work more efficiently by allowing us to
complete more first appointments and enrollments. During AEP,
when every minute counts, this will be a game changer for both
productivity and the client experience."
"We lose the most time re-asking the same information,
what plan they have, what meds they take, who their doctor
is.
I just want it there when they call."
Nikki Towle · Medicare Agent, Upstate NY
AidenRx handles that.
📋
Your full client record before every call
Open the record before the call starts and see the plan,
medications, providers, pharmacy, and last conversation in
one place.
🎙️
Notetaker on every call from your mobile line
Stay focused on the member while AidenRx captures what was
said, what changed, and what needs to happen next.
🚩
Your flags, surfaced before they become problems
See which members need attention today because of drug cost
spikes, LIS signals, AEP timing, or retention risk.
Available on Apple iOSAvailable on Google Android
Requires an active RxCare subscription.
AEP Agent Assistant
October doesn't have to stop your practice.
PDP reviews should not become unpaid chaos.
When a financial planner, attorney, CPA, or
professional advisor sends you a high-value Medicare Supplement
client, the PDP review may not be the main revenue event. But it
is often the annual service moment that protects the
relationship.
AidenRx guides the member through intake
on the first call, prepares the review package for licensed
approval, and delivers the approved result on the second call.
Your
licensed team stays focused on the recommendation and the
relationship. AidenRx handles the intake, review preparation,
member follow-up, and CRM documentation around the process.
The
problem is not that PDP reviews are not worth doing. The problem
is doing them manually, invisibly, and for free.
Keep AEP moving inside one record
Agents and agency teams can see review status, approvals,
Smart Progress, and client context without rebuilding the work
in another system.
Add AEP support without forcing a CRM migration
FMOs and agencies can keep their current systems while AidenRx
handles intake, review preparation, and documentation through
an API-first layer.
AidenRx greets them by name, confirms identity, obtains SOA,
and begins collecting medications, dosages, pharmacy, and
providers.
AidenRx
02
Atlas analysis and Savings screening run offline
Plan comparison runs. Savings Agent screens for LIS, PAP, and
cost alternatives. A complete review package arrives in your
approval queue.
AidenRx + You Approve
03
Member calls back. AidenRx delivers your approved result.
AidenRx presents the plan recommendation and savings
opportunities you approved. You send the enrollment link
directly.
You Send Enrollment Link
04
Every outcome is documented in your CRM
Transcript, summary, approved result, savings delivered, and
follow-up tasks, all written back to the client record
automatically.
AidenRx
Retention Agent
Enrollment is not the end of the relationship.
The members most likely to stay are usually the members who feel
watched over. Retention is knowing who needs a drug-cost call, who may
need a medication review, who is approaching an AEP risk, who has a
coverage gap, and who should hear from you before they start shopping
elsewhere.
Clinical Routing Flag
MTM and High-Risk Medications
Your member is on five or more chronic medications, or has a
high-risk drug flagged by the Beers Criteria. Their plan's MTM
program may cover a free Comprehensive Medication Review. Plans
achieve an 11% response rate on this outreach. Your call, from
your name, moves that number.
AidenRx identifies the candidate, explains the reason for
outreach, and creates the task with the context your team needs
for a trusted follow-up call.
AEP Continuity Flag
Formulary Risk, CHF, ESRD, Complex Conditions
Your member has a complex condition where a formulary change could
mean their critical medication is no longer covered or is moved to
a higher tier. This is an AEP retention call, not a routine
check-in. Getting ahead of it is the difference between a renewal
and a lost client.
AidenRx surfaces the flag before AEP, helps your team prioritize
the review, and documents the outcome in the CRM.
Coverage Gap Intelligence
Ancillary Opportunities
Retention is not only about saving members money. It is also about
knowing what protection they may be missing after enrollment.
AidenRx reviews each member record for dental, vision, hospital
indemnity, and other ancillary gaps, then turns the right gap into
a broker follow-up opportunity tied to retention and lifetime
customer value.
Healthcare affordability intelligence built for the workflows
where people choose coverage.
RxCare Savings API identifies the lowest total-cost pathway for
prescription access by evaluating insurance benefits, formulary
rules, deductible exposure, public assistance programs, patient
assistance programs, partner pricing, direct-to-consumer
pharmacies, international pharmacy options, coupon pathways, and
therapeutic alternatives.
Traditional quoting platforms show what plans are available.
RxCare helps determine which pathway will actually cost the member
the least money.
Built to work across quoting and enrollment platforms.
See the Savings API in actionFor quoting platforms, enrollment platforms, carriers,
employers, brokers, and healthcare partners that want
affordability intelligence built into their workflow.
Plan pricing, formulary rules, deductible exposure, and
benefit design.
02Assistance pathway
LIS, MSP, patient assistance programs, and state affordability
programs.
03Partner pricing pathway
Direct-to-consumer pharmacies, coupon pathways, and
international pharmacy options.
04Clinical alternative pathway
Therapeutic alternatives where appropriate and available for
review.
Savings API partners
Built for Classic Insurance
"That claims data is amazing. Agents with a lot of
supplements get calls all the time asking 'why didn't my insurance
cover this?' and it is incredibly easy to diagnose the problem.
In less than 30 seconds if you have a cooperative
client. We can beat the speed and hassle of a client calling the
insurance company's customer service line every single time."
It is called your book of business for a reason. The value is not
sitting in carrier portals, Medicare.gov, quoting tools, or
spreadsheets.
It is in your relationships, retention rate, lifetime customer value,
service history, prescription risk visibility, average client age,
household opportunity, referral relationships, and the data that
proves your book can keep producing revenue.
When that record is scattered across systems you do not control, your
book is harder to serve, harder to defend during AEP, and harder to
value when it is time to secure your legacy.
Entry
AidenRx Basic
For independent agents who want less admin after every client call
$99
/month. Plus Twilio charge $30 per month.
Import your book and stop hunting through spreadsheets
Turn recorded calls into usable summaries
Capture client decisions and next steps in the record
Use the test member below when you speak with AidenRx. The demo is
designed to show how AidenRx confirms identity, reviews Scope of
Appointment, and collects medications, dosages, and pharmacy
information to prepare a PDP review record for licensed approval.
Demo member: Mark Gonzalez
When AidenRx asks who you are, respond as Mark. The demo already
has a mock member record, SOA status, contact details, and
medication list.
Demo data ruleThis demo uses test member data only. Do not enter real
Medicare IDs, health information, or personal
information.
CMS data ruleThe demo uses CMS drug data and CMS provider data for the
AidenRx experience.
AidenRx
AEP Agent Assistant
Live
Click Start Call to open the live AidenRx demo. Allow microphone
access, then answer as the demo member, Mark Gonzalez.
What AidenRx is listening forIdentity confirmation, recording consent, SOA scope,
medications, dosages, and pharmacy to prepare a Part D plan
review for licensed approval.
Works in Chrome, Edge, and Safari
Microphone permission required
Uses test member data only
CMS drug data and CMS provider data are used for the demo
Your book already has the signals. Your team needs a cleaner way to
find the members who need attention, protect the relationship, and
grow without adding administrative staff.
