AI Retention Agent for Medicare and ACA brokers.
Glad you asked.
Helps your clients reduce prescription costs, understand their benefits and find providers, all year. When a person is needed, it hands off to you, so every client stays connected.
Your client
Prescription savings
You
Aiden
Daily Brief
Asked to talk to someoneNeeds you
Asked about a lower-cost optionFollow up
Plan change to confirmReview
How it works
Your agency's year-round benefits assistant.
You invite your clients. They activate AidenRx in your name and choose what to share. From then on they have a reason to open it any day, and you stay part of every conversation.
You invite
Clients get an invitation in your agency's name.
They verify and share
One secure verification confirms who they are and lets them share their health data with AidenRx.
They stay in control
They decide what you see, and they can disconnect at any time.
For your clients
Answers for every benefits question, any day.
Prescription savings help
For each medication, clients see what their plan charges next to lower-cost cash options such as Cost Plus, coupons and manufacturer assistance, with the lowest price highlighted. They take the options to their doctor or pharmacist.
What your benefits cover and what's left
Clients ask which benefits they have, like dental, vision, hearing and an over-the-counter allowance, and how much of each they have left, and get a plain-language answer.
Provider lookup
Clients find doctors and specialists, and keep track of the ones they already see.
Connect to you when needed
When a question needs a person, the client reaches you, with a short summary so nobody starts over.
For you
You stay connected to every client.
With a client's authorization, what they ask and share builds Member Context. You see what a client chooses to share with you: who has a question, a change or a need for you, and why.
- Questions your clients ask between conversations
- Changes that may need your attention
- Prescription savings opportunities for each client
- Requests to talk to you
- Who has joined and who hasn't yet
How the data gets to you
- 1
Your client verifies
One verification with CLEAR or ID.me confirms who they are and authorizes the release of their data.
- 2
Their data is released
Blue Button for Medicare, plus other connected sources as they join. Clients can disconnect at any time.
- 3
AidenRx
Turns it into answers for the client and Member Context for you.
- 4
Your CRM
You see what the client chose to share, and why they need you.
Both sides of the connection
What your clients see. What you see.
What their benefits cover and what's left
- Clients ask which benefits they have, like dental, vision, hearing and an over-the-counter allowance.
- They see how much of each they have left.
- A person is one tap away.
Provider lookup
- Find doctors and specialists.
- Keep track of the providers they already see.
- Confirm network status in the plan's directory.
Your view of who needs you
- Aiden surfaces clients with questions or changes.
- Ask in plain words, like "Which clients need my attention today?"
- Requests for a person come straight to you.
Member Context, with permission
- Only what the client has chosen to share with you.
- Their recent questions and what they shared.
- Start the next conversation already informed.
Benefits left
Ask about any benefit
Providers
Find and keep track
Primary careSeen
CardiologySeen
Aiden
Daily Brief
Asked to talk to someoneNeeds you
Asked about a lower-cost optionFollow up
Plan change to confirmReview
Rosa Alvarez
Medicare · Member Context
Human support
When a person is needed, you get the whole case.
Aiden sends a short summary: who the client is, what they asked, what has already been collected and the next step. You or your team pick it up without starting over, and an FMO's service team can too.
Case summary
- Client
- Dana M. · Medicare
- Asked
- Why is my new prescription more than I expected?
- Already collected
- Medication, pharmacy, lower-cost options shown
- Next step
- Call Dana to review options
The engagement cycle
A relationship that keeps going all year.
It does not start in October or stop at enrollment. Each loop adds context and keeps you useful.
Clients return for help
A prescription price, a benefit question, a plan notice.
Aiden helps
Clear answers and savings options, any day, by chat, voice or phone.
Relevant follow-up
Updates and reminders that matter to that client.
You see what needs you
Questions and changes surface, so you reach out at the right moment.
A person steps in
Human support when a client asks for it or a situation needs it.
The cycle continues
Through Medicare annual enrollment and ACA open enrollment, and every month between.
Downstream benefit
You should already know.
Every year, the industry spends countless hours collecting and updating client information before annual reviews and renewals. With a persistent digital connection, that work happens as your clients go. When the conversation starts, you already have what they shared.
Annual reviews
Medications, pharmacies and providers your clients have shared are ready before the review begins, along with the questions they asked during the year.
Renewals
Know what a client has been asking about and what changed before the renewal conversation, so it starts where they are.
What powers it
Four parts that work together.
AidenConnect
Confirms who your client is and manages the permissions and connections they choose to give.
AidenReach
Sends invitations and relevant updates, including plan-disruption notices, with personalized links.
AidenAEP
Gives you one dashboard for your clients and your annual-review and renewal workflow.
AidenRTBT
Answers prescription and benefit questions for your clients, including savings assistance.
Questions
Good to know.
Does AidenRx work for ACA as well as Medicare?
Yes. It is designed for agents and agencies serving clients in both.
Does it replace our service team?
No. It works alongside your team and hands off to it.
What is Member Context?
What a client has authorized AidenRx to keep, such as medications, pharmacies, providers and the questions they ask. Clients choose what to share, and what you see.
What data can clients share?
Medicare clients can share their claims and prescription history through Blue Button. Other sources are added as they join. Clients own their data and can disconnect at any time.
Do my clients have to use it?
No. Clients choose whether to join and what to connect.
Will it keep my clients?
AidenRx is designed to support retention by giving clients ongoing value and keeping you connected to their needs. Results vary.
Is AidenRx a plan comparison or enrollment tool?
No. It helps clients understand their coverage and prescriptions. It does not recommend or enroll anyone in a plan.
When does it launch?
The AidenRx client app opens in January 2027. Pricing has not been announced.
Launch updates
Be first in line for AidenRx.
Tell us about your agency. We will send news about AidenRx and the broker tools around it.