How to Begin the Medicare Quote and Enrollment Process in MyMFG
Step 1: Click Quote and Enroll in the MyMFG dashboard.
Step 2: Choose an existing client or add a new one, then select the desired Medicare products — MAPD, MA, or PDP.
Step 3: Set the effective date for the enrollment.
Client Eligibility and 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 and Prescription Management
Providers
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.
Prescriptions
Add prescriptions by typing the first three letters of the medication, then specifying dosage, count, and refill frequency.
Quote Results and 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.
Frequently Asked Questions
How does the BEQ report generate eligibility data in MyMFG?
The BEQ report pulls official beneficiary eligibility information after the user enters the client's first name, last name, date of birth, Social Security number, and Medicare number. It returns Part A, B, and D dates, Medicaid status, and LIS history, with plan numbers linked to medicare.gov.
What do the different enrollment button colors indicate?
Green buttons mean the carrier plan can be enrolled directly within MyMFG, gray buttons indicate enrollment is unavailable due to missing appointments or carrier limitations, and blue CI Enroll buttons redirect the user to the carrier's website for carrier-initiated enrollment.
Additional Resources
For additional help, please contact Producer Support, which is available by chat directly from your account, by phone at (866) 568-9649, or by email at [email protected].