Connect Medicare information with your agent
Shepherd365 lets a Medicare beneficiary choose to share a coverage summary with the agent who invited them. The beneficiary signs in at Medicare.gov and decides who can see their information.
Shepherd365 is currently testing with synthetic records. Live Medicare connections and CRM transfers are disabled.
What the pilot shows
The assigned test agent can review available Part C and Part D plan information and see whether claims syncing completed. Medicare data can be incomplete or delayed.