Enter username and password. Select “I agree,” and click “Login”
On the Multi-Factor authentication page, select “Send MFA code,” copy-paste the code from your Assurance inbox, and select “Verify.”
Select the “Marx UI” button followed by “Application”
Select “OK”
Select “Logon with Selected Role”
Select “Beneficiaries” followed by “Eligibility”
You should see this screen which means you are ready to use Marx!
The first option is the easiest and should be the primary method. Simply enter the shopper’s MBI number found on their Medicare card and select “Find.”
Click Here for a guide on the MBI number if needed.
If the customer provides their MBI number but the system does not accept it, this may indicate the customer is providing their number but is possibly off by a single character. To verify, try the “Partial MBI” feature. Enter their first/last name, DOB, and 3 characters from their MBI. For example, try the first 3 characters. If that doesn’t work, try the last 3.
If the participant does not have their MBI number or the first two options fail then the last method is to enter their first/last name, DOB, and SSN or HICN (their old, expired Medicare number typically ending in A or B ).
Basic info including the fields below.
Current plan and past plans including start and end dates.
The screenshots below show:
Current plan (1)
Past Plans (2)
Start Dates (3)
End Dates (4)
Tip: To verify the name of a plan, copy-paste the “Contract” and “PBP” numbers into a google search including the state. In the example above, if I want to see the name of the plan the customer I enter “h1019 102 florida” into a google search which reveals the customers plan is apparetly the “2020 CareOne (HMO) - H1019-102-0 FL”
Part A/B effective dates. Pay attention to whether the dates are the same or different as this provides clues regarding their situation. For example, if the part B date is later than part A, this indicates the participant opted out of part B when initially eligible possibly due to staying on an employer sponsored group plan.
Recent enrollment periods that have been used which will verify when we should refrain from using them again.
Extra help/LIS start/end dates and subsidy level. Usually it will include both the start and end date but sometimes the end date will not yet be entered for the time frame in which the LIS is currently active. The screenshot in the example below was captured on 5/26/21 and it already shows the end date of 12/31/21.
