Program eligibility screening
Run a quick MSP / Extra Help / D-SNP screen before opening the plan comparison. Uses real 2026 CMS income limits and Colorado's Medicaid adult expansion threshold. This does not submit an application anywhere — it's a working estimate to guide the counseling session.
Plan comparison
Sample plans for the screened ZIP. Filter by LIS level or dual-eligible status to narrow the set before walking through options with the client. Figures shown are illustrative demo data, not live CMS rates.
Eligibility results
Session notes
Add a drug or doctor to see them in the chart below DEMO DATA
Sample formulary and provider data only, for walking through how this would work. Real CMS data will replace this.
| Plan | Type | Monthly premium | With LIS applied | Drug deductible | Network | Stars DEMO | Est. annual cost DEMO |
|---|
Planned for this workspace
Live CMS verification
NOT YET ACTIVEWill check this screening result against the client's actual CMS enrollment and subsidy record in real time, instead of relying only on self-reported income.
Live CMS plan data
NOT YET ACTIVEReal plan rates, formularies, and benefit details by ZIP, refreshed on CMS's update cycle, replacing the sample plans shown above.
Provider & network lookup
DEMO ABOVE, LIVE DATA NOT YET ACTIVEA sample doctor lookup is live above. Real CMS provider directory data will replace the sample list.
Real-time LIS lookup
NOT YET ACTIVEPull a client's actual Extra Help subsidy level from CMS instead of estimating it from self-reported income.
Formulary drug lookup
DEMO ABOVE, LIVE DATA NOT YET ACTIVEA sample drug lookup is live above. Real plan formulary data, tiers, and costs will replace the sample list.
Caseload
Clients screened in this workspace. Sample records shown for demo purposes.
| Client | ZIP | Last screened | Likely eligibility | Status |
|---|---|---|---|---|
| J. Alvarez | 80012 | Jun 18, 2026 | QMB, Extra Help (Full) | Screened |
| M. Okafor | 80222 | Jun 15, 2026 | SLMB | Open |
| R. Hassan | 80003 | Jun 9, 2026 | Not MSP eligible | Closed |
| D. Whitfield | 80031 | Jun 2, 2026 | QI, Extra Help (Partial) | Screened |
Planned for this workspace
Scope of Appointment documentation
NOT YET ACTIVEGenerate and store the documentation needed before a plan-specific discussion, matching what licensed agent tools require.
Multi-counselor access & audit log
NOT YET ACTIVESite-level accounts so a SHIP site's full counseling staff can share a caseload securely, with a record of who accessed what.