Deliver ROI for Your Employers

This Is What Modern Benefits Management Looks Like

Show employer clients how your brokerage delivers measurable value through Medicare offboarding optimization

Most brokers have no systematic answer to "what happens when my employees turn 65?" Your brokerage does. MediMatch is a proprietary Medicare transition platform—and it's part of what sets your brokerage apart as a strategic benefits partner.

Your brokerage doesn't just manage your benefits plan. They actively optimize Medicare offboarding to reduce claims exposure, improve plan performance, and deliver measurable ROI.

The Old Way vs. Your Brokerage with MediMatch

Here's what the Medicare transition experience looks like with most brokers—and what it looks like when you work with us.

Traditional Broker Approach

  • Employees left to figure out Medicare alone
  • Confusion keeps Medicare-eligible employees on your plan
  • High-cost claims continue hitting your bottom line
  • No visibility into transition progress or roadblocks
  • Frustrated employees make poor Medicare decisions

Your Brokerage with MediMatch

  • 24/7 instant answers via text—no HR burden
  • AI collects employee info automatically
  • Faster Medicare transitions reduce claims
  • Clear visibility into roadblocks and concerns
  • Employees get expert guidance and support

What MediMatch Does for Your Organization

MediMatch isn't just a "nice-to-have" employee resource. It's a strategic offboarding tool that delivers measurable value to your organization.

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Claims Optimization

Protects Your Self-Funded Plan

For self-funded employers, even one high-cost Medicare-eligible employee staying on the plan can represent $100K–$500K+ in annual claims. MediMatch accelerates transitions off the group plan, reducing claims exposure and improving plan performance.

See the envelope math: detailed ROI calculations →

Your Bottom-Line Impact:
  • Fewer high-cost claims from aging population
  • Better loss ratios = more favorable renewals
  • Predictable, controlled plan costs
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Employee Experience

Medicare Education Without Burdening HR

Your HR team shouldn't have to become Medicare experts. MediMatch handles general Medicare questions via text—premiums, enrollment periods, Advantage vs. Medigap—so employees get instant guidance without calling HR or Benefits.

Your HR Team Gets:
  • Reduced time spent answering Medicare questions
  • Clear offboarding process for retiring employees
  • Better employee experience during major life transition
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Strategic Intelligence

Identifies Roadblocks Before They Become Problems

MediMatch tracks every employee interaction—questions asked, concerns raised, and where employees get stuck in the Medicare transition process. This creates a clear understanding of roadblocks so your broker can proactively improve the experience and accelerate transitions.

Your Leadership Team Gets:
  • Visibility into common employee concerns and confusion points
  • Data on where employees drop off in the transition process
  • Insights to enable proactive improvements and targeted education
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Strategic Intelligence

Data-Driven Benefits Planning

We track how many employees are aging into Medicare, how quickly they transition off the plan, and the impact on your claims. This data informs renewal strategy, budget forecasting, and benefits planning.

Your Leadership Team Gets:
  • Clear visibility into Medicare-eligible population
  • Measurable ROI from offboarding optimization
  • Strategic insights for multi-year benefits planning

The Real-World Impact

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Faster Transitions

Medicare-eligible employees transition off the group plan 30–60 days faster on average with proactive MediMatch guidance

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Claims Avoidance

Even 2–3 accelerated transitions per year can prevent $100K+ in claims for self-funded employers

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HR Time Savings

HR spends 70% less time answering Medicare questions when employees can text MediMatch instead

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Employee Satisfaction

Clear, judgment-free Medicare guidance improves employee experience during a confusing life transition

What Your Employees Experience

MediMatch makes Medicare transitions seamless for your employees. Here's what the experience looks like:

1️⃣

HR Shares MediMatch Contact

When an employee approaches 65 or plans to retire, HR shares a simple text number or contact card. No app downloads, no portal logins—just text to get started.

2️⃣

Ask Medicare Questions Anytime

Employees can text general Medicare questions 24/7—"What's the difference between Part C and Part D?" "When should I enroll?" Questions get answered automatically via SMS.

3️⃣

Share Their Information

When ready for personalized guidance, employees share their medications, doctors, and coverage priorities via conversational text. The AI extracts structured data automatically—no forms to fill out.

4️⃣

Schedule Expert Call

A licensed Medicare broker reviews their information and schedules a call. The broker already knows their medications and priorities, so the conversation is productive from minute one.

Why This Matters for Your Organization

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Strategic Partnership

We're not just policy vendors—we actively optimize your benefits strategy for measurable outcomes

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Forward-Thinking

Most brokers don't have a Medicare answer. We built our own proprietary platform to solve this problem

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Measurable ROI

Claims avoidance, HR time savings, and improved renewals—MediMatch delivers value you can track

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Seamless Integration

No complex implementation, no software for HR to learn—just share a contact and we handle the rest

Ready to See MediMatch in Action?

Ask your broker to show you how MediMatch works and discuss how it can deliver measurable value for your organization.