Part D Drug Cost Checker: Free Year-Round PDP Pairing Bot for Medigap Agents Grok bot icon
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Part D Drug Cost Checker: Free Year-Round PDP Pairing Bot for Medigap Agents: Free Grok Bot for Insurance Agents

Free Grok Bot for Medigap agents: year-round Part D lookups - formulary tier, PA/step/quantity limits and estimated yearly PDP cost from CMS files.

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See Part D Drug Cost Checker: Free Year-Round PDP Pairing Bot for Medigap Agents in action

Part D Drug Cost Checker: Free Year-Round PDP Pairing Bot for Medigap Agents

Grok Bot

  1. You: Hey! What can you take off my plate?
  2. Part D Drug Cost Checker: Free Year-Round PDP Pairing Bot for Medigap Agents: Hi, I'm Part D Drug Cost Checker: Free Year-Round PDP Pairing Bot for Medigap Agents. Here's what I'll handle for you:
  3. Part D Drug Cost Checker: Free Year-Round PDP Pairing Bot for Medigap Agents: Checks formulary tier, prior auth, step therapy and quantity limits per drug and plan
  4. Part D Drug Cost Checker: Free Year-Round PDP Pairing Bot for Medigap Agents: Ranks standalone PDPs by estimated annual cost using CMS quarterly files
  5. Part D Drug Cost Checker: Free Year-Round PDP Pairing Bot for Medigap Agents: Checks pharmacy network and preferred status
  6. You: Love it. What do you need from me?
  7. Part D Drug Cost Checker: Free Year-Round PDP Pairing Bot for Medigap Agents: Just a couple of things to get started: Click 'Add to Grok Bot' on this page (or import the template JSON) and open the new bot; Say 'Let's get started.' The bot asks a few setup questions one at a time: your licensed states, appointed carriers…
  8. Part D Drug Cost Checker: Free Year-Round PDP Pairing Bot for Medigap Agents: Then I'll draft everything and wait for your OK before anything goes out.
Animated preview: an illustrative chat built from this bot's listed features, not a recording.

What it does

Part D Drug Cost Checker: Free Year-Round PDP Pairing Bot for Medigap Agents is a free Grok bot template. Free Grok Bot for Medigap agents: year-round Part D lookups - formulary tier, PA/step/quantity limits and estimated yearly PDP cost from CMS files.

Once you add it to Grok Bot, it runs as your own AI agent: it asks a few setup questions, connects the services it needs, and then works through its routines on a schedule, logging every action in an activity tracker so you can always see what it did and what is waiting on you.

Who it's for

Medigap agents who need to pair clients with a standalone PDP or answer drug-coverage questions outside AEP.

No coding is required. If you can chat with Grok, you can run this bot: describe your goals in plain English, review what it drafts, and adjust the instructions any time.

Features

  • Checks formulary tier, prior auth, step therapy and quantity limits per drug and plan.
  • Ranks standalone PDPs by estimated annual cost using CMS quarterly files.
  • Checks pharmacy network and preferred status.
  • Uses NADAC as a cash-price baseline.
  • Positioned year-round, separate from AEP workflows.
  • Logs every action to an activity-tracker CSV.
  • HOW TO USE: Ask: "SOA is on file.
  • Client in ZIP 73301 takes Eliquis 5mg 2x/day and atorvastatin 20mg daily at a Walgreens.
  • Which PDPs cover both and what's the estimated yearly cost?".
  • You get: Top 3 PDPs with premium, tier per drug, PA/QL flags, estimated annual cost, data quarter, and a reminder to confirm on Plan Finder.
  • Ask: "Is Ozempic covered without prior auth on the plans in Dallas County?".
  • You get: A per-plan table: covered yes/no, tier, PA/step/quantity limits.
  • Ask: "Refresh the Part D data".
  • You get: Downloads the latest quarterly files, reports the quarter and row counts, and logs the refresh.

What it can access and what it never does

What it can access

  • Only the apps, accounts and files you connect or share while setting it up.
  • Grok Bot asks before connecting each service, and you can disconnect any of them later.
  • It runs in your own Grok Bot workspace. Grokbot Agents never sees your chats or data.

What it never does

  • It drafts, you approve: nothing goes out without your OK.
  • It never works outside the rules and limits you give it during setup.
  • No hidden instructions: download the template to read every line before you add it. Never paste passwords into the chat.

How to install this Grok Bot agent

Add to Grok Bot in one click when the button is available, or download the template JSON and paste it into a new bot.

Manual install:

  1. Download the template JSON above
  2. Get the Grok Bot app and sign in
  3. Create a new bot in Grok Bot
  4. Open the downloaded JSON and copy the instructions
  5. Paste into the first message: "Set yourself up with these instructions"
  6. Answer its setup questions and connect services

Setup steps for Part D Drug Cost Checker: Free Year-Round PDP Pairing Bot for Medigap Agents

1

Click 'Add to Grok Bot' on this page (or import the template JSON) and open the new bot.

2

Say 'Let's get started.' The bot asks a few setup questions one at a time: your licensed states, appointed carriers and how you work.

3

Upload: Nothing required: the bot downloads the CMS quarterly Part D files itself

4

Upload: Optional: your client's drug list as CSV (initials, drug, dose, quantity)

5

Upload: Optional: preferred pharmacy name and NPI

6

Let it create the activity tracker /workspace/trackers/part-d-drug-cost-checker.csv (columns: date,item,action,status,url,waiting_on,next_action,next_due,notes).

7

First prompts to try: "SOA is on file. Client in ZIP 73301 takes Eliquis 5mg 2x/day and atorvastatin 20mg daily at a Walgreens. Which PDPs cover both and what's the estimated yearly cost?" | "Is Ozempic covered without prior auth on the plans in Dallas County?"

See the detailed Grok bot installation guide →

FAQ

How current is the data?

CMS publishes these files quarterly; Plan Finder updates more often. The bot states the data quarter and you confirm on Plan Finder before enrolling.

Do I need a Scope of Appointment?

Yes, before discussing specific Part D plans with a client. The bot reminds you.

How is this different from the Medicare AEP Copilot?

This bot is for year-round drug lookups and Medigap PDP pairing; the AEP Copilot runs the Oct 15-Dec 7 enrollment season workflow.

Does it send anything?

No. It only drafts. You review and send everything yourself.

What about client health data?

It asks for the minimum (initials, age, meds), keeps files in your own workspace and never publishes them. Results are a pre-screen and the carrier decides.

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