Medi-Pathfinder

Agency sign-in

Use the same Google account or email address your invitation was sent to.

New here? Open the invitation email your agency sent you. Clients never sign in; the questionnaire is open to everyone.

25days left in AEP
Annual Enrollment

AEP runs October 15 to December 7. Send clients your questionnaire link now so their summaries are waiting for you.

For Medicare insurance agencies

Know what your client needs before the first call.

Clients answer ten plain-language questions about their doctor appointments, travel, budget and general health. Medi-Pathfinder recommends one of three paths, shows the trade-offs, and sends you a summary the moment they finish with an optional e-SOA.

Intake summaryExample
Recommended pathOriginal Medicare + Supplement + Part D
  • Original Medicare + Supplement + Part D
  • Medicare Advantage
  • Original Medicare + Part D
Multi-system careFrequent travelerFormulary check
questions-2026.02 · ready before your first call
  • No login for your clients. They open your link and start.
  • Flags for call prep, like a formulary check or a two-state resident.
  • E-mail options for lead tracking and notfications.

Tell us a little about your agency and we'll reply by email or give you a call.

Please don’t include client health details.