Know When Your Clients' Medicare Coverage Changes.
Shepherd365 helps Medicare agents monitor authorized Medicare information for changes that may affect a client's coverage, eligibility, or plan status—so agents can know when a client may need attention.
Shepherd365 is an independent third-party technology platform and is not affiliated with or endorsed by the Centers for Medicare & Medicaid Services (CMS) or Medicare.
By creating an account, you will be asked to review and actively agree to the Shepherd365 Terms of Service and Privacy Policy.
How It Works
Four simple steps. Then it runs on its own.
Agent Sets Up Shepherd365
Create your Shepherd365 account and connect the tools you use to manage your Medicare book.
Client Authorizes Medicare
When a Medicare beneficiary connects their Medicare account, Shepherd365 requests only the Medicare information permitted through the Medicare authorization process.
Shepherd365 Identifies Changes
Shepherd365 analyzes authorized Medicare information for changes that may require an agent’s attention.
Agent Gets Notified
Receive an alert when an authorized Medicare data change may require follow-up.
What We Watch For
The changes that may put a renewal or a client's benefits at risk — we help identify them.
Medicaid Loss
If a client loses Medicaid eligibility, you may be alerted before a coverage gap or involuntary disenrollment.
Medicaid Status Change
A shift in dual-eligibility or Medicaid category may help you re-evaluate their plan fit.
LIS / Extra Help Change
If their Extra Help copay tier moves up or down, you can adjust their Part D plan before the next enrollment window.
Plan Change
If their Medicare Advantage contract or plan is terminated or switched, you may be among the first to know.
Alerts depend on the Medicare information available through the authorized connection. Shepherd365 helps identify changes but cannot guarantee detection of every change.
Why Shepherd365 Needs Medicare Access
Shepherd365 can only provide Medicare monitoring features when the appropriate Medicare information has been authorized for access. Before you connect Medicare, Shepherd365 will explain what information it is requesting and why it is needed.
You can choose whether to connect Medicare. Connecting Medicare is required only for the Medicare monitoring and alert features — not for every part of Shepherd365.
Your Medicare Information. Your Choice.
Shepherd365 only accesses Medicare information after the appropriate Medicare authorization has been completed. You control whether Shepherd365 remains connected to your Medicare account.
What We Access
Only the Medicare information permitted by the authorization and data permissions requested by Shepherd365.
Why We Access It
To provide the monitoring and notification services described by Shepherd365.
You Can Disconnect
You can revoke Shepherd365's Medicare access through your Medicare account. Shepherd365 will also provide a way to disconnect the Medicare connection from within the application.
What Data Does Shepherd365 Use?
Depending on the permissions approved for Shepherd365, Medicare information may include coverage, enrollment, claims, or other Medicare information made available through the authorized Medicare connection.
Coverage & Enrollment
Medicare plan information such as Medicare Advantage or Part D contract and plan identifiers, and enrollment status made available through the authorized Medicare connection.
Medicaid & Extra Help (LIS)
Medicaid dual-eligibility status and Low-Income Subsidy (Extra Help) cost-sharing level, when available through the authorized Medicare connection.
Claims Information
Pharmacy and medical claim details such as medications, prescribing or service providers, and dates of service, when available through the authorized Medicare connection.
Basic Demographics
Name and date of birth as provided through the authorized Medicare connection, used to identify the beneficiary and match records in your book.
Shepherd365 requests only the Medicare information needed for the features described. The specific data permissions are shown to the beneficiary during the Medicare authorization process.
Who Sees Your Information?
Shepherd365 Does Not Sell Medicare Information
Medicare information is used to provide the Shepherd365 services described to you and is shared only as described in our Privacy Policy and with the permissions you provide.
Who Receives Medicare Information
When a beneficiary authorizes the connection, their Medicare information is made available to the Medicare agent who invited them to Shepherd365, so the agent can provide monitoring and follow-up. Information may also be shared with the messaging providers and tools the agent has connected to deliver notifications and manage their book of business, as described in our Privacy Policy.
Read the Full Details
For complete information about how data is collected, used, stored, and shared, see our Privacy Policy.
Stay in Control
You can disconnect your Medicare connection. If you disconnect, Shepherd365 will stop accessing new Medicare information according to the Medicare authorization and our applicable data-retention policy.
Learn how your data is handledBuilt to Medicare Interoperability Standards
Shepherd365 is engineered around the CMS Interoperability and Patient Access rule. Your clients stay in control of their data — always.
Medicare Interoperability
Built on Medicare interoperability standards and FHIR R4 (4.0.1) via the CMS Blue Button v2 API, conforming to the CARIN for Blue Button (C4BB) Implementation Guide, designed to align with the CMS Interoperability and Patient Access rule.
Beneficiary-Permissioned Access
Medicare information is accessed only after the beneficiary authorizes the connection. No data is accessed without the beneficiary's direct, informed consent.
Encrypted Sensitive-Data Storage
Sensitive identifiers and access tokens are encrypted with AES-256 at rest. Plain-text credentials are never exposed in the agent dashboard.
Revocable Authorization
Authorized access follows the Medicare authorization window. Beneficiaries can revoke authorization at any time, which disables further access.
Shepherd365 is an independent third-party application and is not affiliated with, endorsed by, or operated by the Centers for Medicare & Medicaid Services (CMS) or Medicare.
How Much Time & Money You Save
Enter the size of your book of business to see what Shepherd365 protects for you each year.
No more manual status checks on every client.
Renewals caught at 2027 MA rates, minus your subscription.
Estimates use ~5 min/client/month of manual monitoring, ~3% of a book silently changing status each year, the 2027 Medicare Advantage national maximum renewal commission ($363/member/year; CA, NJ, CT, PA & DC renew higher), and the Starter plan ($19/mo). Your actual savings may vary.
Volume-based pricing for every book size
Every tier starts with a 14-day free trial. Cancel anytime.
We watch the book. You get told what changed.
Shepherd365 is a watching service for Medicare agents. You keep working your book; we check each client's coverage every day and tell you — by name, with what changed — so you can reach out first. Every plan size does the same job; you only pay more as your book grows.
What we do for you
We check every client, every day
Medicare Advantage or drug plan, Medicaid status and extra-help (LIS) level — checked automatically once a day.
You hear the same day it changes
An email or a text names the client and tells you what changed, so you can call them before a benefit or a renewal slips away.
The follow-up happens for you
Medicare.gov connect and renewal reminders, birthday messages and follow-ups go out on the schedule you set.
Every membership includes
- Daily plan, Medicaid and extra-help checks on every client you add
- Same-day change alerts by email, text, or both
- Works with the texting and email services you already use
- Automatic renewal, birthday and follow-up messages
- A client portal where each person picks how they want to be contacted
- Consent and communication records kept for every message you send
- Old phone numbers stay on the record — a new one never overwrites them
- 14-day free trial on every plan, no card needed
Every plan size has the full feature set. The only thing that changes is how many clients you can monitor.
Starter
Perfect for independent brokers securing their core book.
Up to 150 Active Client Syncs
- Daily audits
- Medicaid status tracking
- LIS status tracking
- Email/SMS alert capabilities
- Automated birthday email/SMS flow
Professional
Designed for active producers and growing regional agents.
Up to 500 Active Client Syncs
- Daily audits
- Medicaid status tracking
- LIS status tracking
- Email/SMS alert capabilities
- Automated birthday email/SMS flow
Agency Elite
Built for heavy hitters, high-volume writers, and small agencies.
Up to 1,500 Active Client Syncs
- Daily audits
- Medicaid status tracking
- LIS status tracking
- Email/SMS alert capabilities
- Automated birthday email/SMS flow
Enterprise
Tailored for large regional brokerages, call centers, and FMO aggregators.
1,500+ Clients (FMOs & Large Agencies)
Tailored billing for high-volume groups. Contact our team to negotiate a custom enterprise tier.
Add-ons you can switch on anytime
An add-on is added to your subscription and billed with it each month. Switch one on or off whenever you want.
Automated Alerts
TextingTexts your clients from the Shepherd365 number, so your reminders reach them by phone even if you have no texting service of your own.
- Sends the alerts your membership already creates — Medicare.gov connect and renewal reminders, birthday messages and follow-ups — as texts.
- You can also text your clients yourself from the same number, one at a time or as a campaign.
- Every text includes a way to reply STOP. Anyone who opts out is honoured automatically and the choice is recorded on their client record.
A flat monthly price, added to your plan
$4.99 on Starter, $15.99 on Professional, $47.99 on Agency Elite — billed with your subscription, not per message. Enterprise is quoted with your plan.
Every automated alert is included
Connect and renewal reminders, birthday messages and follow-ups. The monthly price is built from the texts a plan of your size sends, so you are never charged again for one of them.
Only your own campaign is charged per message
If you compose a campaign and send it yourself, those texts are the one thing charged per message segment, at the rate your account shows you before you send.
Available on every plan size, and you can add or remove it at any time. Already text from your own service? Keep it — this add-on costs you nothing.
Frequently Asked Questions
Common questions about Shepherd365 and Medicare access.