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Agent FieldDesk
Your Medicare field worksheet

Compare plans.
Walk in prepared.

Compare Medicare plans in one place. Check benefits and Medicaid requirements before your next appointment.

Start your 7-day free trial Watch the 2-minute walkthrough

7 days free, then $49.99/year. Card required. First subscription only. Renews annually until canceled. Cancel before the trial ends to avoid a charge.

TRY THE DIFFERENCEInteractive example

One detail changes
the comparison.

Same county. Same plan year.
Change the Medicaid category.

HUMANACategory mismatch

Fully Integrated H1036-280 · HMO D-SNP

$415/ month OTC

Full-dual category required. QMB only does not match.

Same allowance can buy groceries only if qualified.

DEVOTEDQMB category matches

Dual QMB 053 FL H1290-053 · HMO D-SNP

$50/ 3 months OTC

+ $324 / month benefits card if qualified

Matches the recorded QMB-only category.

Check the details before you quote.

Two catalog examples · Miami-Dade, 2027 · both marked Verified in the catalog (a carrier deck and agent-portal plan records), last checked Oct 11, 2026.
A category match does not confirm enrollment or benefit eligibility. Confirm all requirements with the carrier.

67Florida counties
27carriers in the catalog
Compare + learnOne annual subscription
See the actual system

Compare. Understand.
Get ready for your next appointment.

Watch the actual clicks: change filters, select plans, open Compare, and explore a lesson.

  • Compare plan benefits side by side
  • Keep conditional allowances clearly marked
  • Check carrier details before recommending
Agent FieldDesk · Two-minute walkthrough · AI presenter
From filters to a shortlist

One worksheet.
A clearer next step.

Keep the comparison organized. Use current carrier materials for the final confirmation.

  1. 01 / SET THE CONTEXT

    Start with the county.

    Choose a plan year and Medicaid category to narrow the catalog using the eligibility information on file.

  2. 02 / SEE THE DIFFERENCES

    Compare the details.

    View up to four plans side by side. OTC, conditional allowances, dental limits and giveback stay distinct.

  3. 03 / CHECK WITH THE CARRIER

    Confirm before you quote.

    Review each figure's source and status. Check the client's doctor in carrier directories and their drugs on each plan's 2027 drug list, then confirm on the carrier's own search.

Designed around an agent’s work

Useful details.
Clear boundaries.

A worksheet, not an eligibility decision.

Recorded Medicaid categories help narrow the list. Carrier requirements, enrollment rules and benefit qualifications still need confirmation.

Temporary client answers.

Worksheet answers stay in browser memory. Keep beneficiary information out of saved comparison labels, correction reports and support messages.

Training between appointments.

The Learning Center covers Medicare basics, dual eligibility, benefit allowances and the rules behind the worksheet.

One annual plan

The worksheet.
The Learning Center.
All Florida counties.

Start with a 7-day free trial on your first subscription. Cancel through Account → Manage subscription.

$49.99USD / year

7 days free to try the full catalog.

Start your 7-day free trial Card required. First subscription only. Automatically renews at $49.99/year until canceled. Cancel before the trial ends to avoid the first charge. Later cancellations take effect at the end of the paid period.
Before you start

A few good questions.

Have another question?
Contact AI Content Lab ↗

Who is Agent FieldDesk for?

Licensed insurance agents working with Florida Medicare plans. It is a professional comparison and training tool, not a consumer enrollment service or approved beneficiary marketing material.

Does the worksheet determine eligibility?

No. It filters using recorded plan and Medicaid information and shows requirements to check. Confirm eligibility, enrollment availability, provider networks and benefits with the carrier before recommending a plan.

Where do the plan figures come from?

From CMS plan filings, carrier documents and agent enrollment portal plan records, for all 67 Florida counties. Every figure shows its status and the date it was last checked. Confirm benefits with the carrier’s Summary of Benefits before quoting them.

What happens after the free trial?

Your first subscription includes 7 days free. Unless you cancel before the trial ends, your card is charged $49.99 and the subscription renews annually until canceled. Manage payment details and cancellation through Account → Manage subscription.

Who owns the app, and what gets saved?

Agent FieldDesk is a product of AI Content Lab, which owns and operates it. Accounts, subscription records, saved comparisons and submitted reports are stored to run the service. Worksheet answers stay in browser memory. Saved labels and reports must never contain beneficiary information. The Privacy Policy describes these practices.

Agent FieldDesk

Agent FieldDesk is a product of AI Content Lab.
Software for licensed insurance agents.

Not connected with or endorsed by the U.S. government or the federal Medicare program. Plan information may be incomplete or change. Confirm benefits, eligibility, networks and formularies with current carrier materials before quoting.