Step-by-Step Guide to Medicare Enrollment Using myMFG Platform

Begin by clicking Quote and Enroll in the myMFG dashboard. Choose an existing client or add a new one, then select the desired Medicare products—MAPD, MA, or PDP. Before generating a quote, set the effective date for the enrollment.

Client Eligibility & Reporting

To run a Beneficiary Eligibility Query (BEQ) report, enter the client’s first name, last name, date of birth, Social Security number, and Medicare number. The BEQ report returns Part A, B, and D start and end dates, Medicaid status, and Low Income Subsidy (LIS) history, including year, co‑pay level, and percentage. Each plan number appears as a hyperlink to medicare.gov, where detailed plan information can be reviewed.

Provider & Prescription Management

Providers and pharmacies stored in a client’s profile are automatically available during quoting. To add a provider, search by last name, zip code, and radius in miles; multiple locations for the same provider can be confirmed or deselected as needed. Add prescriptions by typing the first three letters of the medication, then specifying dosage (mg), count, and refill frequency.

Quote Results & Comparison

After the BEQ data loads, myMFG displays quote results that can be filtered by carrier, commissionable status, plan type, premium, maximum out‑of‑pocket cost, deductible, and star rating. Enrollment buttons convey the next action:

• Green – Direct enrollment is supported within myMFG.
• Gray – Enrollment is unavailable because the carrier lacks an appointment or does not support virtual enrollment.
• Blue “CI Enroll” – Redirects to the carrier’s website for carrier‑initiated enrollment.

Select multiple plans to compare them side‑by‑side, including non‑commissionable options. The comparison view shows network status for each provider and pharmacy, and the page can be saved as a PDF to share with the client.

Mechanisms Behind the Workflow

The BEQ report pulls official beneficiary eligibility data only after the required personal identifiers are entered. Provider and pharmacy information stored in the client profile feeds directly into the quote engine, but users must manually confirm which items to include for each quote. Enrollment logic determines button color: green for supported direct enrollment, gray for unsupported scenarios, and blue for external carrier redirection.