How Shepherd365 works

The current pilot uses synthetic Medicare records.

1. Your agent sends an invitation. Open the link and review the information Shepherd365 requests and the agent who would see it.
2. You decide what to authorize. Sign in at Medicare.gov. Your Medicare.gov password stays with Medicare. You separately choose whether to share with the named agent.
3. Your agent can review a summary. The pilot displays available Part C and Part D plan information and claims sync status. An unknown value means the connection didn’t provide enough information to confirm it.
4. You can end the connection. Follow the disconnect and deletion steps.

Live Medicare connections, CRM transfers, and renewal emails are disabled.