Acadiana Senior Advisors

Agent Resources

Connecture Plan Compare for Agents

For collecting basic info including drug list and doctors. This is the first step for any new client so that we can research options but also is the best source for AEP.

To find profiles and send link to get information:

  • Click "Search profile"

    • Type 3 letters of last name

    • Do they have existing profile?

      • If YES

        • Click their profile to open

        • VERIFY CONTACT INFO

          • Make note to update AgencyBloc to change or confirm

        • On right hand side, click "Send survey"

        • Choose E-mail and/or Text - tell them 1-855-349-3317 will text or [email protected] will send

      • If NO

        • Click "New Profile" on top-right

        • Click "New Beneficiary via RetireFlo"

        • Choose E-mail and/or Text - tell them 1-855-349-3317 will text or [email protected] will send

Alternative for comparing drug plans and Advantage plans. This system has ability to verify current Medicare plan and dates along with Medicaid and/or LIS subsidy information

To Search for and input contacts:

  • Click "Search contacts" or select letter of last name to look for recents

    • If contact does not exist,

      • Click "Add new contact"

      • Complete input then "Save & Quote"

    • If contact exists click 3 dots to left of name

      • View Contact, View Quote, Send PURL, SOA or Enrollment when applicable

To check Medicare data:

  • Click "Quote & Enroll"

  • Choose Plan Year (if applicable during AEP)

  • Click Check Box confirming permission

  • Enter zip code, Medicare number and DOB

    • It may ask for parish (select which you think it is)

  • Click "Lookup"

    • If Red Note at top - verify incorrect data and try again

  • Data will confirm Part A & Part B effective dates/status and previous and current PDP/MAPD plans

  • Medicaid and LIS data will be in GREEN next to effective dates