FOR MEDICARE AGENTS AND AGENCIES
A Part D review can be valuable to a client and still be difficult to run profitably. Standalone Part D pays agents little, some plans pay nothing, and the manual work starts before a recommendation is even possible. PDP Automation is Part D review software built to remove that bottleneck: one request goes to the book, clients send the drug list they already have, every local plan is priced on CMS data, and the result leads directly to Medicare.gov.
THE PROBLEM
Agents know the drug list is the center of a Part D recommendation. But collecting it by phone, writing down every strength and quantity, and entering the same information into a Plan Finder can take 20–30 minutes per client. Multiply that by a whole book during AEP and the work becomes weeks of calls and data entry.
The economics make that difficult. Standalone Part D commissions are limited, and some plans pay nothing. A Medicare annual review software workflow has to protect the client without turning every review into a long appointment. The goal is not to skip the review. It is to reserve agent time for judgment, questions, and clients who actually need a call.
HOW IT WORKS
This drug list tool for Medicare agents turns a book-level job into a simple client-by-client pipeline. It supports an individual agent, a service team, or an agency running a bulk Part D comparison before AEP.
01
Upload the client list and send secure requests in bulk. Each client receives a private link in a branded email from the agent, while progress tracking shows which messages were sent, opened, and completed.
02
On the link, clients type medicines with exact drug-and-strength suggestions or snap a pill bottle, pharmacy statement, or handwritten note. The list stays editable so the agent can confirm the drug, strength, frequency, and quantity before comparing plans.
03
PDP Automation checks the confirmed list against official CMS Part D plan and formulary data. It ranks the plans by estimated yearly cost and shows preferred retail, standard retail, and mail-order pricing.
04
The client and agent see Match #1, Match #2, and the current plan when it is available. A green Enroll button opens the matched plan on Medicare.gov, where final details are confirmed and enrollment takes place.
WHAT AGENTS GET
Send secure links to the book, watch Sending X of Y progress, and safely resend only failed or unsent requests.
See invited, opened, submitted, reviewed, and enrolled progress in one dashboard instead of separate notes and spreadsheets.
Match #1, Match #2, and the current plan appear together with yearly costs, pharmacy pricing, and the Medicare.gov link.
That is what makes it useful as AEP software for Medicare agents: the repetitive work moves through a consistent system, while the agent keeps control of the list and decides which clients need personal help.
MANUAL VS AUTOMATED
| Step | Manual Plan Finder entry | PDP Automation |
|---|---|---|
| Collect the list | Phone calls, callbacks, and notes | One secure request; type medicines or snap bottles, statements, or notes on the link |
| Enter prescriptions | Type each drug, strength, and quantity | Review an editable list read from what the client sent |
| Compare plans | Work through the Plan Finder client by client | Price every stand-alone Part D plan in the county on CMS data |
| Share the answer | Explain results on a call or in a separate message | Client and agent see Match #1, Match #2, and current plan |
| Enroll | Search for the selected plan again | Open that plan's Medicare.gov page from the green Enroll button |
PRICING
Every account starts with 10 free comparisons, with no card required. Annual plans are $190 for Independent, $990 for Agency, and $3,990 for Enterprise. AEP passes are $149 for Independent and $690 for Agency. See the full limits and included features on the pricing section.
QUESTIONS AGENTS ASK
No. It is the step before your quoting or enrollment tool. PDP Automation collects the drug list, prices the stand-alone Part D options, and gives the client and agent a clear result. Enrollment still happens on Medicare.gov.
Plan, formulary, tier, pharmacy, premium, and star-rating information comes from official CMS Part D files. Clients confirm final plan details on Medicare.gov before enrolling.
Yes. On their secure link, clients can type medicines with exact drug-and-strength suggestions or snap a pill bottle, pharmacy statement, or handwritten note. The agent confirms the list before pricing.
Yes. Bulk sends include progress tracking, per-client status, retries, and a safe resend for failed or unsent requests. The dashboard keeps the whole book visible to the team.
The free trial includes 10 completed comparisons using the real intake, drug-list reading, CMS plan matching, client results, and Medicare.gov enrollment links. No card is required.
PDP Automation is not a government website and is not Medicare.gov. Costs are estimates for comparison based on official CMS Part D files. For every available plan, visit Medicare.gov, call 1-800-MEDICARE, or contact your local SHIP or SHIIP office.