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 reference guide to all products agents can quote and enroll in MyMFG, including Medicare, ACA, and ancillary products, and which products require an external tool to complete enrollment.

Products You Can Quote and 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)

How to record a client's policy as an external enrollment in MyMFG for plans from unsupported carriers or state-based exchanges, and how to view and export external enrollment reports.

How to Add and View External Enrollments in MyMFG

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

How to use the Tasks tab and Activity History in MyMFG, including how to create tasks from client interactions, send an ACA Client Intake Link, and manage Medicare Digital Leads.

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

Messer Financial Group's policy on sharing MyMFG login credentials, accessing another agent's account or client profile, and compliance requirements for individual account use under CMS guidelines.

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

Answers to common MyMFG questions including how to find your username, reset your password, reauthenticate your EDE connection, report an enrollment error, and which state-based exchanges are supported.

Frequently Asked Questions: MyMFG

A complete guide to client profiles in MyMFG, including how to create, edit, and delete profiles, manage household members, upload a client list, add prescriptions, doctors, and pharmacies, and archive…

Client Profiles in MyMFG

Micaela 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

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