No PHI or PII collectedDe-identified plan comparisons onlyYour comparison is anonymous unless you opt inUse the Part B Optimizer Benchmark ToolUse the Part B Optimizer Benchmark ToolNo PHI or PII collectedDe-identified plan comparisons onlyYour comparison is anonymous unless you opt inUse the Part B Optimizer Benchmark ToolUse the Part B Optimizer Benchmark Tool

Part B Optimizer Benchmark Tool

Answer a few benchmark questions about your Medicare needs — about 2 minutes. You'll get a Comparison ID at the end — share it with the agent of your choice.

How it works

A few easy steps — private from start to finish

Understand your Medicare options before anyone asks for your phone number or email.

  1. PBO Blueprint

    ZIP, eligibility, meds, and priorities — nothing that identifies you personally.

  2. See your benchmark report

    Federal Part B baselines and regional frameworks from your inputs — educational only.

  3. Get your Benchmark Tool ID

    Private Benchmark Tool ID and report link on this device — partner contact only if you choose.

Educational only — we do not sell insurance or enroll you in coverage. We may not represent every plan available in your area.

We do not collect Personal Health Information (PHI) or Personally Identifiable Information (PII). Do NOT enter your name, address, phone, email, Social Security number, Medicare ID, or date of birth — there are no fields for these. You will receive a Comparison ID to share with your agent yourself.

Step 1 · Demographics (no name, no birth date)

Next: Cost preference →

Type your birth year or pick from suggestions (1860–1970).

We only store the first 3 digits — never your full ZIP.

Already have a Comparison ID?