For Medicare Advantage & Part D agents
Collect every client’s prescriptions before AEP, without the phone tag.
Upload your book of business, and ShareMyRx emails each client a personalized, senior-friendly form with your photo on it. Medication lists, pharmacy, physician, and Medicare details come back organized and plan-ready.
- No client login required
- Works on any phone
- Exports to your plan-comparison tool
Illustration: a client fills in the medication form on their phone, choosing Lipitor 20 MG from the RxNorm search, while the agent’s roster shows who has submitted, opened, or been invited.
4 min
Designed so a client finishes in about four minutes
1 email
Designed to get a complete list from a single invitation
0 calls
Designed to replace the medication phone call entirely
Design targets for the client form, measured on the sample form. Real completion numbers will be published after the first enrollment season.
How it works
Three steps from spreadsheet to plan-ready data
Upload your clients
Drop in a CSV with names, emails, and phone numbers. Add Medicare numbers, addresses, or plan details and we pre-fill them so your client has less to type.
Clients get your branded email
Each client receives a warm, personal email with your photo, name, and agency, and a one-click button to their own secure form. No logins, no passwords.
Lists land in your dashboard
Track who opened and who submitted, view each list with strengths and frequencies, export to CSV, or relay straight into your CRM.
Features
Everything the old paper worksheet did, done right
ShareMyRx rebuilds the classic agent medication worksheet as a modern, reusable system, with the accuracy your plan comparisons depend on.
Medication search that understands drugs
Powered by the National Library of Medicine’s RxNorm with openFDA as backup. Clients pick the brand or generic, then the exact strength and dosage form.
Physician and pharmacy capture
Live NPI Registry lookup for the primary physician, plus the preferred pharmacy’s name, city, and state, so plan comparisons start with the right network.
Medicare details, validated
MBI format checking, Part A and Part B effective dates, and current coverage type (MA, PDP, or other) with carrier and monthly cost.
Designed for seniors
Large type with a text-size control, one question per row, clear required markers, high-contrast focus states, and a mobile-first layout.
Fits your CRM
On Professional and Agency plans, a webhook relay sends each submission to GoHighLevel, LeadConnector, Zapier, or any endpoint as a flat, mappable payload.
CSV in, CSV out
Import your book with flexible column mapping. Export submissions with one medication per row for plan comparison tools, on every plan.
Trust built in
Your face, your name, your agency
Seniors ignore anonymous forms. ShareMyRx puts your profile photo, title, and a short personal note at the top of every email and form, so your clients know exactly who is asking and why.
- Profile completeness checklist nudges you to add a photo and bio
- Preview the exact email before you send it
- Client links are private, one per person, and expire after 120 days
Pricing
Pricing that scales with your book
Annual plans sized by how many clients you send each year. Every plan includes branded emails, the RxNorm medication search, and CSV import and export.
Starter
$400per year
Up to 500 clients
Self-serve. You send the link, they fill it out, data lands in your dashboard.
- Branded client emails with your photo
- RxNorm medication search, NPI physician lookup
- CSV import and export
- Private form links that expire after 120 days
Professional
$900per year
Up to 1,500 clients
Everything in Starter, plus GoHighLevel webhook integration and priority support.
- Everything in Starter
- GoHighLevel / CRM webhook integration
- Priority support
Agency
$2,000per year
Up to 5,000 clients
Everything in Professional, plus multiple agent profiles and onboarding assistance.
- Everything in Professional
- Multiple agent profiles
- Onboarding assistance
Enterprise
Custom
Talk to us for a quote
Custom pricing, custom integration.
- Everything in Agency
- Custom integration
- Security review and signed BAA for your agency
- Custom pricing and terms
or email sales@sharemyrx.com
Have a promo code? Enter it at checkout. Prices in USD. Secure payments by Stripe. Full pricing details
FAQ
Questions agents ask
Do my clients need an account?
No. Each client receives a private link that opens their pre-filled form directly. There are no passwords to remember.
Where does the medication data come from?
Drug names, strengths, and dosage forms come from RxNorm, maintained by the National Library of Medicine, with openFDA as a fallback. Physician records come from the CMS NPI Registry.
Is this compliant for Medicare marketing?
ShareMyRx is a data collection tool for your existing clients and does not market plans. Every agent signs a Business Associate Agreement with us, and you remain responsible for HIPAA safeguards and CMS marketing guidelines in your own communications.
Can I send the data to my CRM?
Yes, on Professional and Agency plans. Add a webhook URL in Settings and every submission is relayed as JSON with flat, mappable fields (compatible with GoHighLevel and LeadConnector custom fields). Starter includes CSV export.
How is a client counted?
A client counts against your plan once, the first time you email them or copy their form link in a subscription year. Reminders and resends are free, and deleting a client does not return the slot. Limits reset at renewal.
Can I cancel anytime?
Yes. Cancel from the Billing page whenever you like and you will not be charged again. Your plan stays active until the end of the year you already paid for; annual plans are not refunded for the unused months.
Ready for a calmer AEP?
Set up your profile, upload your clients, and send your first branded invitations in under ten minutes.