Worlds by LegacyOne

Plan Intelligence

Compare plans through the lens of doctors, prescriptions, pharmacy, county, benefits, documents, star ratings, and AI recommendation logic.

🧠 AI Recommendation

Best Current Match

AARP Medicare Advantage CA-006P

Strong fit for John Smith based on current doctor, pharmacy, and benefit profile.

Fit Score 92%

Doctor match verified. Prescriptions need final formulary review.

Next Action

Review During AEP

Compare PPO alternatives before making any enrollment recommendation.

📊 Plan Match Matrix

Strong Fit

AARP Medicare Advantage CA-006P

UnitedHealthcare · H0543-170-000

92%

Doctors verified · Drugs need review · Good benefit fit.

Good Fit

AARP Medicare Advantage CA-021P

UnitedHealthcare · H0543-220-000

86%

Drugs covered · Doctors need review · Strong county fit.

Compare Carefully

Humana Gold Plus

Humana · Demo plan

74%

Doctor match unknown · Formulary review needed.

⚖️ Benefit Comparison

Monthly Premium

CA-006P: $0 · CA-021P: $0 · Humana Gold Plus: $0

Strong

Dental

CA-006P: $1,000 allowance · CA-021P: $1,000 allowance · Humana: Review needed

Compare

OTC

CA-006P: Quarterly credit · CA-021P: Quarterly credit · Humana: Review needed

Compare

Transportation

CA-006P: Available · CA-021P: Available · Humana: Review needed

Available

Maximum Out-of-Pocket

CA-006P: $800 · CA-021P: $800 · Humana: Review needed

Strong

👨‍⚕️ Doctor Match

Dr. Robert Lee

Primary Care · Current client doctor

Verified

Dr. Karen Miller

Cardiology · Specialist

Needs Review

Run Provider Lookup

💊 Drug Match

Atorvastatin

20mg · Once daily

Covered

Metformin

500mg · Twice daily

Covered

Lisinopril

10mg · Once daily

Needs Review

Run Drug Lookup

📄 Plan Documents

This document library will connect each plan to Summary of Benefits, Evidence of Coverage, formulary, provider directory, star rating, and other plan documents.

Summary of Benefits
Ready

Evidence of Coverage
Ready

Formulary
Review

Provider Directory
Pending

Star Rating
Ready

ANOC
Coming Soon

💡 Opportunity Signals

Plan Fit Improvement

One alternate plan may improve benefit fit if specialist compatibility checks out.

Review

Drug Cost Savings

Lisinopril formulary coverage should be confirmed before next enrollment window.

Action

AEP Prep

Client profile should be updated and plan comparison run before AEP opens.

Upcoming