My FMO already gives me a free quoting tool. Why pay?

Keep it. Quoting tools still need someone to type every drug. PDP Automation collects and reads the lists, prices them and gets clients enrolling on their own, so your team only works the calls that need them.

Where does the pricing data come from?

Official CMS Part D data: premiums, deductibles, formulary tiers, pharmacy copays and star ratings. Results are estimates for comparison, and clients confirm the plan on Medicare.gov before they enroll.

What if the photo is messy?

On their private link, clients can snap handwriting, pill bottles or pharmacy printouts. Every line stays editable, and your team confirms the list before it is priced.

Do my clients know it's from me?

Yes. Each client gets a private page with their name on it, in an email with your name and agency. Replies go straight to you.

What does the free trial include?

10 full comparisons with the real intake, drug reading and plan matching. Email login, no card, and a comparison only counts when it finishes.

Can our FMO offer this under our own brand?

Yes. White-label plans run PDP Automation under your brand and domain, with self-enrollment reporting across your agencies.

AEP IS OPEN · ENDS DEC 7

Your whole PDP book.
One send.

Upload your PDP book and each client gets an email from you with a secure link, where they type their medicines or snap a photo of a pill bottle, pharmacy statement or handwritten note. PDP Automation prices every Part D plan in their county on CMS data and hands each one a green button to enroll in the matched plan on Medicare.gov. You only take the calls that need you.

Run 10 free comparisons

Enter a ZIP · see real plans in 30 seconds

Email login · no card · only finished comparisons count

Plan data comes straight from CMSThe same government source behind Medicare.gov's Plan Finder

BATCH · AEP BOOK · 157 CLIENTSCOMPLETE · 9 MIN

157links sent

105enrolled themselves

52asked for a call

67%no call needed

CLIENTZIPLIST IN ASSTATUS

M. Alvarez33012Bottle photoEnrolled · Match #1

R. Okafor75204HandwrittenOn right plan

D. Whitfield85016Pharmacy PDFWorth a call

S. Nguyen98103Typed entryReview waiting

Sample data with fictional names. One agent's example; everyone's clients are different.PRICED ON CMS PART D DATA

One secure link in. Ranked plans out.

20–30 min →under 1 min per client

01 · CLIENTS SEND

Upload your book. Each client gets an email from you with their own secure link. On that link, they can:

Type it

Drug names pop up as they type, so they pick the exact drug and strength.

Snap a pill bottle

A photo of the label is read automatically.

Snap a pharmacy statement

Or upload the PDF.

Snap a handwritten note

A handwritten list works too.

02 · PRICED ON CMS DATA

Every Part D plan in their countyMatched against CMS's official Part D files, the same data Medicare.gov's Plan Finder is built on. We don't set prices or plan rules. We read them.

Formularies & tiersDrug pricingPharmacy networksCost sharing

03 · CLIENTS ACT

IF THEY SHOULD SWITCH

Match #1 · lowest est. costENROLL →

Match #2 · costs a bit more

Current plan · costs more to stayShown when it misses the top two. You get a “worth a call” flag.

IF THEY'RE ALREADY ON THE BEST PLAN

Match #1 is their current planENROLLED

The enroll button grays out. No switch, no enrollment and no call needed.

WHERE THE NUMBERS COME FROM

Nothing made up. It all comes from Medicare.

PDP Automation doesn't create plan data. Every plan, price, tier and pharmacy network comes from the Centers for Medicare & Medicaid Services (CMS), the federal agency that runs Medicare.gov. We just take the typing out of it.

SOURCE

CMSCenters for Medicare & Medicaid Services

Publishes the official Part D plan files, built from the same data posted on Medicare.gov's Plan Finder.

Plan information & service areasFormularies & cost-share tiersBeneficiary cost sharingPharmacy networksDrug pricing

MATCH

PDP AutomationThe automation layer

Reads each client's drug list and runs it against every plan in their county in those CMS files, then ranks them by estimated yearly cost.

We add speed, not data.No plan rules, prices or ratings of our own.

ENROLL

Medicare.govWhere clients actually enroll

The green button opens the matched plan on Medicare.gov itself, where final plan details are confirmed before your client enrolls.

Same CMS data, start to finish.Nothing is enrolled through us.

COST OF DRUG ENTRY · AEP

Most agencies have never priced a single drug list.

5 people$15/hr30 min a list4,000 lists · 10 weeks

By hand, wages + payroll tax$32,295

Agency AEP Season Pass$690

$31,605potential AEP difference

Estimate only; excludes benefits and unemployment tax. Staff may still review each list.

BUILT FROM THE FIELD

Built by a Medicare agent who was tired of typing drug lists.

After 32 years in Medicare, thousands of clients, and thousands of drug lists typed by hand, the problem was clear.

The last two AEPs included a full week spent on drug plan reviews that paid nothing. Drug plans now pay agents little or nothing, but the work still matters to clients.

So we built the tool we needed.

Read our story

Pay for the year. Or the season.

Independent$190/yr38¢ per list on annual · AEP Pass $149

1 agent · up to 500 lists
Unlimited intake links
Branded emails with your nameStart 10 free

AgencyBEST VALUE$990/yr33¢ per list on annual · AEP Pass $690

Up to 6 agents · 3,000 lists
Shared book · bulk sends of 1,000+
Open and completion trackingStart 10 free

Enterprise$3,990/yrAbout 27¢ per list

Up to 25 agents · 15,000 lists
CRM export imports
Onboarding and named contactStart 10 free

Running an FMO or a large agency network?White-label and volume pricing, under your brand and your domain.

STRAIGHT ANSWERS

Your whole PDP book.One send.