For Benefits Brokers & General Agents

Turn eligible employees into Medicare-ready clients. Via text.

MediMatch is a white-label SMS system that supports Medicare-eligible leads from your employer clients. Claims savings by offboarding Medicare-eligible employees differentiates your brokerage and improves client retention.

White-Label Compliant Claims Savings
Request a Demo See Use Cases
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Why Brokers Need MediMatch

Differentiate Your Agency

Most brokers have no answer for "what happens when my employees turn 65?" MediMatch gives you a service competitors don't offer—improving the client experience and helping you stand out.

Claims Savings

Claims savings by offboarding Medicare-eligible employees—including those who might otherwise choose COBRA. For many self-funded groups, the bigger issue is eligible employees staying on the plan due to lack of education or the convenience of doing nothing. MediMatch helps them move to Medicare; shorter COBRA stays are an added benefit.

No Medicare Team?

MediMatch can connect your employer clients' Medicare-eligible employees with licensed Medicare brokers in our network—or yours. Either way, you stay in the relationship.

Strategic Positioning

How Brokers Use MediMatch

Six ways MediMatch adds value to your book of business.

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Bridge Tool

Connect your employee benefits division with Medicare services. When employers ask "what happens when my people turn 65?", you have an answer.

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Claims Savings

Claims savings by offboarding Medicare-eligible employees—including those who might choose COBRA. Many stay on the group plan due to lack of education or inertia; MediMatch helps them move to Medicare. Shorter COBRA stays are an added benefit.

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Group Retention

Employers value brokers who solve problems. Offering Medicare transition as a service improves the client experience—and helps you retain the group account. Employees who use MediMatch often refer others to your broker, so you grow Medicare business outside your usual scope at no extra cost.

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Educational Resource

General Medicare questions get answered via text—Part B premiums, enrollment periods, Advantage vs. Medigap. When someone needs personalized advice or plan-specific help, MediMatch routes them to your broker.

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Compliance Support

Ensure proper offboarding procedures. Document Medicare pre-enrollment steps and facilitate compliant transitions from group coverage.

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Grow Medicare Business

Employees who use MediMatch often refer friends and family. Build your Medicare book beyond your employer clients—no cold calling, no extra marketing spend.

Simple Process

How It Works

From Medicare-eligible employee to enrollment in days, not months. General questions get answered via text; when someone needs personalized guidance, they're routed to your broker.

1

Employee Texts In

HR directs Medicare-eligible employees—retiring or still working—to text your MediMatch number. They can ask general Medicare questions or share their info. No app, no portal.

2

AI Collects Info

MediMatch gathers name, DOB, ZIP, medications, and Medicare questions through conversational SMS.

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Broker Review

Collected info appears in your dashboard and calendar meeting notes—so brokers walk into every call prepared. No cold intakes; you already have medications, providers, and priorities.

4

Scheduled Call

When ready, the employee schedules a call to discuss options and enroll in the right Medicare plan.

Platform Features

Built for Benefits Professionals

Everything you need to add Medicare services to your offering.

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White-Label Branding

Your agency name, your phone number, your messaging. Employees interact with your brand.

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AI-Powered Intake

Natural language processing extracts structured data from conversational text messages. No forms required.

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Broker Dashboard

View all leads, collected info, and conversation history. Use it to prepare for meetings—medications, providers, and priorities are already captured. Export to your CRM.

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Call Scheduling

When employees are ready, they can schedule a call directly through the SMS flow.

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Medicare Q&A

General questions (premiums, enrollment periods, Advantage vs. Medigap) get answered via text. When someone needs plan-specific or personalized advice, they're routed to your broker.

The Team

Who You'll Work With

Ashley Corr

Ashley Corr

Medicare Broker & MediMatch Product Creator

Licensed Medicare broker who shaped MediMatch from the ground up. Ashley is your main point of contact for demos, Medicare guidance, and broker inquiries.

ashleycorr@mfsva.com · Schedule a call

Emily Smith

Emily Smith

Founder & Engineer, Side Nerd Apps

Side Nerd Apps builds simple, text-based tools for businesses—Link Lead for sales teams, MediMatch for benefits brokers, and more. Emily builds the tech behind MediMatch, onboarding, and platform customization.

Questions?

Frequently Asked Questions

What is MediMatch?

MediMatch is a white-label SMS-based Medicare lead intake tool designed for benefits brokers and General Agents. It helps bridge your employee benefits division with Medicare services, enabling you to retain client relationships as employees age into Medicare eligibility.

How does MediMatch help with claims savings?

Claims savings come from offboarding Medicare-eligible employees—including those who might otherwise choose COBRA. Many stay on the group plan due to lack of education or inertia; MediMatch helps them move to Medicare. Shorter COBRA stays are an added benefit for self-funded plans.

Can MediMatch be white-labeled for my agency?

Yes, MediMatch can be configured with your agency branding, dedicated phone number, and customized messaging. Your clients interact with your brand while you get the benefits of our AI-powered intake system.

What information does MediMatch collect?

MediMatch collects name, date of birth, ZIP code, Medicare Part A/B dates (if enrolled), current medications, critical healthcare providers, and coverage priorities—all through conversational SMS. That info appears in your dashboard so brokers can prepare for meetings instead of starting from scratch.

How does the Medicare Q&A work?

General Medicare questions—premiums, enrollment periods, Advantage vs. Medigap—get answered via text so employees get quick guidance without calling HR. When someone needs personalized advice or plan-specific help, MediMatch routes them to your broker.

What if I don't have a Medicare division?

MediMatch can connect your employer clients' retiring employees with licensed Medicare brokers in our network. You maintain the client relationship while ensuring they get expert Medicare guidance.

How does MediMatch support compliance?

MediMatch helps ensure proper offboarding procedures by guiding retiring employees through Medicare pre-enrollment steps, documenting their information, and facilitating warm handoffs to licensed Medicare brokers.

Ready to Add Medicare Services?

See MediMatch in action.

Schedule a demo to see how MediMatch can help you bridge employee benefits and Medicare, reduce claims by offboarding Medicare-eligible employees, and retain clients through retirement.

Request a Demo See Live Example (Myriad)