The Challenge

Asking the Same Questions Year After Year is Tedious

There are several ways to collect Medicare data, but is your process secure? Does it help you keep your data centralized, or does it create more data silos? And most importantly, how much time is it taking you to ask each client the same question about their prescriptions, providers, and pharmacies every single year?!

Common pain points when using manual Medicare data collection include

  • Increased security and compliance risks
  • Significant time lost when having the same conversations every AEP
  • Siloed data that is hard to access, difficult to search, and also incredibly time-consuming
  • Disconnected notes that impede your team’s ability to provide top-tier customer service
  • Increased reliance on manual entry to input gathered data into each individual Medicare quoting and enrollment tool

The Solution

Finally, a Tool for Easier Medicare Data Collection

AMS+ provides a simpler way that works with your processes and actually saves your team time during peak renewal seasons:

  • A customizable collection portal allows your agency to match your collection tool to your brand and voice.
  • Click and send buttons simplify the process of delivering the portal, helping you work more efficiently.
  • Attachable compliance and scheduling tools give clients easy next steps to sign a Scope of Appointment (SOA) and set a meeting, all within one space.
  • Pre-built Medicare quoting and enrollment integrations automatically map Rx Collect data for comprehensive quoting.
  • Securely stored information saves client information year over year, so you only have to make updates, not start all over.
  • Dashboard monitoring provides your team with real-time updates on who has and hasn’t completed their portal for informed customer service.

Want to See How it Actually Works?

Explore the industry-leading Medicare Rx collection tool to see how your team can save time and worry less.

Schedule a Demo

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Award-Winning AMS

AgencyBloc's AMS+ Solution Named Cloud CRM Solution of the Year by The Cloud Awards

Recognized for our dedication to the health, benefits, and senior insurance industry, our AMS+ solution won the 2026 Cloud Award for the Cloud CRM Solution of the Year.

Read More in Our Press Release

You've got questions. We've got answers.

FAQs About Rx Data Collection in AMS+

  • Rx data collection is a requirement for Medicare agencies to gather prescription, provider, and pharmacy data from prospects and clients for accurate Medicare quoting. Rx Collect in AMS+ is a purpose-built online portal that Medicare and senior market agencies can send to beneficiaries and connect to their quoting and enrollment platform. Using a tool to gather Medicare Rx data is important because it reduces inefficiencies, errors, and compliance risk caused by manual entry or disparate data systems. A secure Rx data collection tool is critical to have year-round, but is especially helpful during peak busy seasons, like AEP.

  • Rx Collect is a feature within AgencyBloc's AMS+ solution. Send the secure Rx Collect portal to clients and prospects to gather critical data for Medicare quoting. This data includes: 

    • Beneficiary demographic data
    • Medicare prescription data
    • Preferred pharmacy and provider(s) data 

    Once the beneficiary submits the portal, the data is automatically stored in AMS+ under their contact record and is saved year after year. Because it's embedded in AMS+, the information becomes part of your centralized data repository, no extra data silos.

  • A tool like Rx Collect from AMS+ offers Medicare insurance agencies:

    • Improved data accuracy: Eliminates the inaccuracies from illegible writing and ensures your agency has the right data for each beneficiary
    • The ability to provide a better client experience: Pre-filled forms and a modern portal reduce the time and hassle clients face. 
    • Greater agency efficiency: Eliminates repetitive manual data entry and lowers error risk, freeing up your team to focus on selling and service.
    • Top-of-the-line compliance & security: Since data is collected securely and stored in one system, you can maintain audit-ready records and reduce regulatory risk. 

  • Yes. The tool stores historical prescription and provider data, so each year, clients can simply update what has changed instead of starting over. This is especially useful during Annual Election Period (AEP) when time is limited and data accuracy is critical for quoting and plan recommendations.

  • Rx Collect is available in some AMS+ packages. To get started, follow these steps:

    • Request a demo of AMS+.
    • Pick a package that includes Rx Collect, sign the contract, and start your AMS+ account.
    • Configure your branded portal, where beneficiaries fill out their information.

    Monitor completion via the Rx Collect dashboard in AMS+, and integrate it into your agency's process. The sooner you integrate it, the more you’ll benefit from centralized data and streamlined operations.

Reach out today to get more of your compliance, automation, and AMS+ questions answered.

Krista

Trusted by Agents & Admins

What Our Clients Are Saying

"Rx Collect could be the most important software update I've seen in the last 8 years! It has reduced data input errors and made the client more responsible for communicating with us. Now that we have everything in Rx Collect, we will only need to do corrections from now on. It has made a hard year significantly easier." — Krista D.

See why other agencies are switching to AMS+. Schedule a meeting with one of our experts.