Streamline Medicare Data Collection with AMS+ & Rx Collect

Could Your Medicare Agency Save Time Collecting Rx & Provider Data?

Are you tired of spending hours collecting and entering Medicare data for your clients (or paying temps to do it for you during peak season)? As a Medicare agent, you know how time-consuming and error-prone this process can be. But there's good news: AgencyBloc’s AMS+ solution includes a built-in feature called Rx Collect that can streamline your workflow, boost productivity, and save you and your team valuable time. This innovative solution streamlines data collection, allowing you to focus on what really matters: serving your clients.

In this blog, you'll learn how Rx Collect works, the time-saving benefits it offers your agency, and more. Are you ready to simplify your Medicare data collection process? Keep reading to see how you can take your agency’s efficiency to the next level.

Why Efficient Medicare Data Collection Matters

Efficient and accurate Medicare data collection is crucial for Medicare agencies.

First and foremost, having this information is essential for choosing and selecting the right plan for your client. By gathering this information quickly and accurately, you can provide personalized recommendations in a timely manner, leading to improved client satisfaction.

Next, the Annual Enrollment Period (AEP) is a Medicare agent’s busy season — you’re selling to prospective clients, enrolling existing clients, and so much more. The last thing you need is a bottleneck in your process. Having a solution in place to collect this vital information can eliminate any potential bottlenecks during your busiest season.

Lastly, the information you collect from your senior clients must be accurate. With manual processes, the likelihood of inaccuracy is increased, as well as lengthy back-and-forth communication. By utilizing technology and streamlining the collection process, you can ensure that the data you collect is right the first time.

Who Benefits From a Streamlined Medicare Data Collection Process?

We’ve covered why having a better way to collect Medicare information and data is essential, but who benefits the most from a streamlined process?

• Independent Medicare Agents: Independent agents who are a one-person show have a lot on their plates. They do everything under the sun to operate their agency smoothly and efficiently. Having a Medicare data collection tool in your back pocket reduces the number of phone calls and ensures more productive appointments with clients. It also frees up time to sell more, especially during crunch times like AEP.
• Medicare Agency Owners & Managers: Agency owners and managers are concerned with many things, like keeping a growing team organized and efficient, maintaining compliance with industry regulations, and more. A Medicare data collection tool helps agency owners and managers keep their agency running smoothly. They can also rest assured that compliance is handled effortlessly.
• Your Clients: Your clients might benefit the most from a more effortless experience when it comes to collecting Medicare data! No more relaying prescription and provider details over the phone or dealing with handwritten forms. Your clients can complete an online form at their convenience, from any device, saving time and avoiding mistakes.

The bottom line? Medicare agents and agencies are busy — using tools that are made to streamline compliance, strengthen retention, and centralize data can ensure the future of your business.

What is Rx Collect in AMS+?

Rx Collect is a built-in feature of AMS+ that helps Medicare agencies securely collect and manage prescription, provider, pharmacy, and personal data from clients — all in one place. By eliminating manual entry and automating data population within the AMS+ system, Rx Collect reduces errors and saves your team valuable time.

Because Rx Collect is embedded within AMS+, client records are automatically updated as data is collected — streamlining workflows and ensuring accuracy. The result? A more personalized client experience and more time for your team to focus on growth and service, not paperwork.

How Rx Collect Streamlines Medicare Data Collection

So, how exactly does Rx Collect revolutionize Medicare data collection for Medicare agencies? There are a few reasons why this tool can be a game-changer for you and your team.

Secure, Self-Service Portal

Without a Medicare data collection tool, how are you capturing this information? It may include multiple back-and-forth phone calls, emails, and tedious paperwork. However, incorporating technology can reduce the manual effort required by your team and your clients.

With Rx Collect in AMS+, agents can create and customize a secure online portal. This makes it easy for clients to enter their prescription and provider information. Simply send the link to the beneficiary via email or text. From there, they’ll be directed through a step-by-step process to capture (or review and validate) all necessary information. Because you’re eliminating phone calls or illegible handwritten forms, accuracy is improved and client retention is boosted.

Centralized Medicare Rx Data Collection

Once you have the information captured, where does it go? Manual methods or disconnected technology slow your agency down. By having a solution that is fully embedded inside your AMS or CRM, you can save valuable time and cut down on manual work. With Rx Collect, the data syncs seamlessly with AgencyBloc's AMS+ platform, creating a centralized repository for all client information.

Information that is gathered by Rx Collect and saved in AMS+ includes:

• Contact information, like name, address, phone number, etc.
• Prescription information
• Provider information
• Pharmacy information
• Signed Scope of Appointment (SOA) disclosures

Rx Collect allows Medicare agents to focus on what matters most: providing personalized recommendations and an extraordinary client experience.

Make Compliance Less Stressful

Staying compliant with rules and regulations is one of the biggest challenges Medicare agents and agencies face. Not only that, but doing so in a way that doesn’t take up valuable time is crucial.

With Rx Collect, compliance checks are built in. Not only do you not have to worry about staying compliant, but your team doesn’t need to spend time manually sending disclosure forms to clients. As your clients go through the data collection process, they can also be prompted to sign a Scope of Appointment (SOA) disclosure. This signed disclosure will then be safely stored in AMS+, where you can refer back to it at any time should the need arise.

There are many benefits your agency will see when implementing AMS+ and Rx Collect. But most importantly, you’ll streamline the Medicare data collection process and become more efficient than ever before. Rx Collect in AMS+  can help your Medicare team:

• Eliminate tedious, manual data entry
• Receive more accurate Medicare data
• Free up time for valuable client interactions

Plus, you'll be able to gather accurate prescription and provider information quickly, allowing for more customized plan recommendations for your beneficiaries.

With this innovative tool in your toolbox, you'll out-perform your competitors and provide exceptional service to your Medicare clients. Now’s the time to start simplifying data collection and elevating your agency's performance in the ever-evolving Medicare landscape.

Posted by Sarah Rosonke on Tuesday, May 6, 2025 in Rx Data Collection

1. client retention
2. compliance management
3. data management
4. insurance automation
5. open enrollment
6. productivity