Existing client benefit · Free
Plan-Drift Guardian — we watch your formulary, year-round
Most Medicare brokers vanish after enrollment. We don't. Once you give us your drug list, we run a monthly diff against CMS quarterly formulary updates. If your Tier-1 drug moves to Tier-3 (or your plan drops it entirely), we send you a text the same week — with a Cal.com link to fix it.
How it works:
- You enroll once (this form) — name, plan, drugs.
- We watch CMS formulary updates (quarterly: Apr / Jul / Oct / Jan).
- If something changes that affects you, we text you within 7 days.
- You reply YES to book a 15-min review with Matt or Robin.
Cost to you: $0. You can unsubscribe anytime by texting STOP. We never share your data.
Not yet a client? Book a 15-min call first — we'll enroll you in Plan-Drift Guardian as part of your initial review.