Messer Financial Group

This article provides step-by-step instructions for logging into MyMFG—Messer Financial Group's  Enhanced Direct Enrollment (EDE) platform—completing two-factor authentication, and reauthenticating the EDE connection through CMS.gov.

How to Log Into MyMFG

A quick-reference guide to all products you can quote and/or enroll inside of MyMFG, including Medicare, ACA, and Ancillary products.

What we can Quote/Enroll in MyMFG

Sending a Quote from the Compare Plans Snapshot Page (ACA & Medicare)

How to Send a Quote After Comparing Plans in My MFG (ACA & Medicare)

Adding and Viewing External Enrollments in MyMFG

How to Add and View External Enrollments in My MFG

How to cancel an existing ACA plan in MyMFG

How to Cancel a Client's  Plan

This guide outlines how to quickly and accurately locate application statuses for both ACA and Medicare enrollments in MyMFG.

MyMFG: Best Practices for Checking Application Status

MyMFG Tasks & Activity History Guide

Step-by-step guide to uploading your client list into MyMFG, including template instructions, required fields, file formatting tips, and troubleshooting.

How to Upload My Client List in My MFG

How to set up GoTo Connect (AKA MyMFG Connect, Office in a Box), the supported call recording platform in MyMFG, including setup steps, features, and FAQs.

GoTo Connect (MyMFG Connect) — Setup Guide & Call Recording for MyMFG

What is the policy on sharing MyMFG login credentials or accessing another person’s profile?

Reporting a Technical Issue in My MFG

This article answers common questions about using MyMFG, an Enhanced Direct Enrollment (EDE) platform, including login, enrollments, reporting, and troubleshooting.

Frequently Asked Questions: MyMFG

Ebony Estrada

Micaela Daiana Caruccio

Set up your MyMFG account, configure two-step authentication, understand user roles and permissions, and learn how agency admin accounts work.

Getting Started with MyMFG

Find answers and get help from Intercom Support and Community Experts

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