Prototype · all names, plans and numbers are sample data
MedsPocket

Your medicines, in your pocket. Shared with your agent only if you say so.

MedsPocket connects to a senior’s own Medicare account once. They get a clear list of their medicines, doctors and drug spending. Their agent gets the real drug list and current plan for the annual review, with no pill-bottle photos and no guessing.

  1. 1Agent sends a link by text before the annual review.
  2. 2Senior connects Medicare by logging in on Medicare.gov and tapping Connect.
  3. 3Both see the same list. The senior sees it in the app, the agent in Ambrose, ready for the plan comparison.

Try it: tap through the senior’s phone

Watch the agent’s screen on the right fill in once Dorothy agrees to share. See the full agent dashboard →

SR
Sam RiveraRivera Insurance Group

Hi Dorothy, it’s Sam from Rivera Insurance Group. Your annual plan review is Tue, Oct 20. Before then, can you connect your MedsPocket? It lets me check your medicines against next year’s plans.

Takes about 2 minutes. Call me if you want me to walk you through it.

Tap the link

Sam Rivera invited you

See all your medicines in one place

  • Every prescription you’ve filled, and when to refill
  • What you’ve spent on medicines this year
  • Your doctors and your current plan

You log in on Medicare’s own website. MedsPocket never sees your Medicare password.

Medicare.gov screen, shown here as a placeholder

You’re on Medicare.gov now

Dorothy logs in with one of:

  • Medicare.gov username
  • Login.gov
  • ID.me
  • CLEAR

Medicare then asks: Share your claims data with MedsPocket? The answer covers doctor visits, hospital visits and prescription medicines, for 13 months.

✓ Connected to Medicare

Share your medicine list with Sam Rivera?

Sam can check your medicines against next year’s plans before your review.

Sam will see

  • Your medicines and refills
  • Doctors who prescribe them
  • Your current plan

Sam won’t see

  • Your Medicare login
  • Anything you don’t share

You can stop sharing anytime under My agent.

Good morning, Dorothy

Your plan

Sample Advantage Plus (HMO)

H0000-001 · since Jan 2026

Spent on medicines this year

$1,085 of $2,100 yearly limit

After $2,100, you pay $0 for covered medicines for the rest of 2026.

Lisinopril refill due Sep 26

Last filled Jun 28 · 90-day supply

Your agent

Sam Rivera

Annual review Tue, Oct 20

My medicines

  • Eliquis

    5 mg tablet · 60 tablets / 30 days

    Last filled Sep 2 · you paid $47

    Dr. Ana Patel

    Refill due Oct 2

  • JardianceNew

    10 mg tablet · 30 tablets / 30 days

    Last filled Sep 4 · you paid $47

    Dr. Lena Ortiz

    Refill due Oct 4

  • Metformin

    500 mg tablet · 180 tablets / 90 days

    Last filled Jul 15 · you paid $0

    Dr. Lena Ortiz

    Refill due Oct 13

  • Atorvastatin

    40 mg tablet · 90 tablets / 90 days

    Last filled Aug 10 · you paid $0

    Dr. Lena Ortiz

    Refill due Nov 8

  • Lisinopril

    10 mg tablet · 90 tablets / 90 days

    Last filled Jun 28 · you paid $0

    Dr. Lena Ortiz

    Refill due Sep 26

My doctors

From the prescriptions on your record.

Dr. Ana Patel

Cardiology

Prescribes: Eliquis

Dr. Lena Ortiz

Internal Medicine

Prescribes: Jardiance, Metformin, Atorvastatin, Lisinopril

My agent

Sam Rivera

Rivera Insurance Group

Sharing

Medicare connection renews Oct 2027

What comes through from Medicare

DataOriginal Medicare + MedigapMedicare Advantage with drugs (MAPD)
Prescription fills (drug, supply, cost, prescriber)Yes, if they have a drug planYes
Current plan (contract and plan ID, month by month)YesYes
Medicare + Medicaid (dual) status by monthYesYes
Doctor visits, hospital, outpatient, equipment claimsYesNo, those stay with the carrier

Claims usually show up a few days to a few weeks after the fill or visit. Seniors renew the connection about every 13 months, which lines up with the annual review.

Brand starter kit

Mark

MedsPocket mark: a capsule tucked into a stitched pocket MedsPocket

A capsule tucked into a stitched pocket: the things you need, kept close. Stitching gives it a hand-made, personal feel instead of a clinical one.

Colors

  • Ink #1B2A41Text, headings
  • Denim #2F5D8APocket, buttons
  • Coral #EE6C4DCapsule, highlights
  • Cream #FBF6EEBackground

Voice

  • Plain words: “medicines,” not “PDE claims.”
  • The senior is in charge: “only if you say so.”
  • Big type (18px minimum), big buttons, one choice per screen.
  • Never pushy, never salesy, and never looks like a government site.

Questions

Is MedsPocket a government app?

No. MedsPocket is an independent app. Seniors log in on Medicare.gov and approve sharing their own claims with MedsPocket through Medicare’s Blue Button program. MedsPocket never sees their Medicare password.

What does my insurance agent see in MedsPocket?

Only what you choose to share: your medicine list, the doctors who prescribe them, and your current plan, so the agent can check next year’s plans for you. Sharing is off until you turn it on, and you can stop it at any time.

Does MedsPocket work with Medicare Advantage plans?

Yes for medicines. If you have Part D drug coverage, through a Medicare Advantage plan or a separate drug plan, your prescription fills come through. Doctor visits and hospital claims come through for people on Original Medicare, including those with a Medigap policy.

How long does connecting MedsPocket to Medicare take?

About two minutes if you already have a Medicare.gov, Login.gov, ID.me or CLEAR login. If not, your agent can walk you through creating one. The connection lasts about 13 months, then Medicare asks you to renew it.