Professional Plan Tool

Every client walks in
already understanding
Medicare.

Enter a client's age, state, and coverage situation. The Guide Generator builds a personalized, plain-English Medicare page in seconds — ready to send before your first call.

No download, no PDF to lose track of — just a link that's always current
findmymedicareagent.com/guide/…
Prepared for Margaret R.
Your Medicare Guide
Turning 65 in October · Florida · Currently uninsured
Initial Enrollment Part D Needed
Prepared by Paul Barrett
Licensed Medicare Agent, FL
Generated in 8 seconds

Why agents use it

A better first impression than a generic brochure, with none of the follow-up busywork.

Clients arrive prepared
They already know their enrollment window and options before you say hello — fewer calls spent on the basics.
Always current
The guide is a live page, not a static PDF — it reflects current Medicare rules automatically, with nothing to reprint.
Carries your name
Every guide is branded with your profile, so clients associate the clarity with you — not a search engine.

How it works

Three steps, start to finish.

1

Enter the basics

Your client's age range, state, and current coverage situation — whether that's turning 65, leaving an employer plan, or reviewing options during AEP.

2

The guide builds itself

In seconds, a personalized page is generated covering exactly the enrollment window, plan types, and next steps that apply to their situation — nothing generic.

3

Share the link

Text it, email it, or pull it up during your call. It stays live and current, so you never have to resend an updated version.

Available on the Professional plan

Upgrade any time to unlock the Guide Generator along with the rest of the Professional toolset.

See Professional Plan Pricing

Frequently asked questions

What is the Medicare Guide Generator?

A tool for licensed agents that turns a client's situation — their age, coverage type, and state — into a personalized, plain-English Medicare guide they can review before a call.

Who can use it?

It's available to agents on the Professional plan as part of their listing on Find My Medicare Agent.

Can clients download the guide as a PDF?

The guide is designed to be viewed and shared as a live, always up-to-date page rather than a static download, so clients always see the most current information.

Not yet listed as an agent?

Claim your free profile, then upgrade any time to unlock Professional tools.

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