New-to-Medicare Enrollment Planner: Free T65 Medigap Timeline Bot
Agents helping turning-65 and new-to-Medicare clients avoid missing their Medigap open enrollment

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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Part D Drug Cost Checker: Free Year-Round PDP Pairing Bot for Medigap Agents
Grok Bot
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.
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.
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:
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 and how you work.
Upload: Nothing required: the bot downloads the CMS quarterly Part D files itself
Upload: Optional: your client's drug list as CSV (initials, drug, dose, quantity)
Upload: Optional: preferred pharmacy name and NPI
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).
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?"
Agents helping turning-65 and new-to-Medicare clients avoid missing their Medigap open enrollment
Agents who want more household sales and referrals from their existing Medigap book
Medicare agents who market Medigap and want to avoid compliance problems
Agents who want polished, easy-to-read quote comparisons for clients
Agents tired of hunting through 20 carrier PDFs for one underwriting answer
Medigap agents protecting their book from rate-increase lapses
Ready to automate?
Download this bot template and start saving time today.
Download Part D Drug Cost Checker: Free Year-Round PDP Pairing Bot for Medigap Agents