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● Medicare, built for independent pharmacy

The first Medicare organization built inside PioneerRx — not bolted onto it.

MedSmart turns the system your pharmacy already runs every day into a Medicare engine: it finds your eligible patients, pre-educates them, and routes them to a licensed agent — without adding a single step for your staff.

For independent pharmacy owners & agents · In partnership with The Brokerage, Inc. (TBI)
Built natively on PioneerRx. Backed by our partnership with TBI — 50 years of contracting and support infrastructure.
Why MedSmart is different

Built for independent pharmacy, from the inside out

MedSmart was built from the ground up inside the independent pharmacy workflow — designed and run by operators who do this every day. That's why pharmacists trust us with their patients.

Built inside PioneerRx — zero extra steps

The patient-identification and engagement engine runs inside the system your team already operates. No new software, no added workflow.

Pharmacist-led plan guidance

We approach Medicare the way a pharmacist would — matching each patient to the right plan for their medications and budget. That protects the trust you've built at the counter.

Compliance depth that protects you

Through our partnership with TBI, the compliance team includes a former DOJ Anti-Kickback Statute expert, with a 48-hour response turnaround — so your pharmacy stays on the right side of the line.

One team, one portal

Contracting, quoting, carrier specialists, and a responsive in-house service team — all in one place, all built around your pharmacy.

How it works

What happens when a Medicare patient walks to your counter

MedSmart works automatically inside PioneerRx — four steps that happen without your staff lifting a finger. Built for PioneerRx today, with support for other pharmacy management systems on the way.

1

Identify

PioneerRx flags your Medicare-eligible patients automatically — no manual list-building.

2

Pre-educate

Patients are gently pre-educated before they ever reach the counter.

3

Prompt

Your staff get prompted at exactly the right moment — built into the workflow they already use.

4

Route

The appointment routes automatically to a licensed agent. Zero extra steps for your team.

Pharmacy-first

The value is in the workflow — and we know how to unlock it.

Adding Medicare to a pharmacy is a workflow challenge, not a sales one. MedSmart was designed by operators who run pharmacies every day, so the opportunity surfaces right inside the system your team already uses — and our team, with TBI's experts, guides you the whole way.

Book an intro call with Will →
Built by operators, not agents

Proven in real pharmacies — before it ever scaled.

Most Medicare partners come to pharmacy from the outside. We come from inside it. MedSmart was designed, run, and proven inside Joe's own pharmacies before we ever scaled it out — and that operating experience is what turns the Medicare opportunity from a good idea into something that works at the counter.

Joe Williams, PharmD, MBA

Joe Williams, PharmD, MBA

Managing Partner, MedSmart

A nationally recognized independent-pharmacy operator and one of the most active voices in the PioneerRx community.

  • Owner-operator of five independent pharmacies — and building toward 100
  • Designed and battle-tested the MedSmart patient workflow in his own stores before we scaled it
  • Scaled med sync to 1,600+ patients inside PioneerRx
  • Frequent PioneerRx speaker (incl. PioneerRx Connect); founder of Apex Pharmacy Consulting
Nick Brooke

Nick Brooke

Managing Partner, MedSmart

An early Amplicare leader and Medicare revenue strategist who helped build the plan-comparison tools the pharmacy industry already runs on.

  • Joined Amplicare just after the founding team and stayed through the company's exit
  • Helped build the Medicare plan-comparison solution used in ~10,000 pharmacies nationwide
  • The team's revenue strategist — drove product development around DIR-fee-aware, win/win plan recommendations that maximize both patient savings and pharmacy margin
  • Finished as Director of Sales & Partnerships
For pharmacy owners & agents

Two ways to partner with MedSmart

However you want to capture the Medicare opportunity in your pharmacy, there's a path — and our team, with TBI's experts, guides you the whole way.

We bring the agent

Don't want to get licensed? We place a licensed MedSmart agent to handle Medicare for your patients — fully inside your PioneerRx workflow, with zero added work for your team.

We get your team licensed

Want to own it in-house? We help someone in your pharmacy get licensed through on-demand training designed for busy pharmacy owners — bite-sized study between patients, with TBI's experts guiding every step from licensing to first sale.

Dr. Will Whittaker
Patient-first by design

Dr. Will Whittaker

Lead Agent & Onboarding Specialist, MedSmart

Before Medicare, Will spent his career in worship ministry — caring for people across generations and building trust within communities. That's the standard every MedSmart agent is held to: your patients guided with warmth, patience, and respect, as a genuine extension of the relationship you've built at the counter. He also guides new pharmacy partners through onboarding when they bring Medicare in-house.

The support behind every partnership

Everything you need to add Medicare to your pharmacy

Choosing a Medicare partner is a business decision, not a loyalty test — you wouldn't stay with a wholesaler that costs you more, or a pharmacy system missing the features you need. Our partnership with The Brokerage, Inc. (TBI) gives you the full infrastructure, the dollars most FMOs make you absorb, and more production from the workflow you already run.

An all-in-one platform for everything you need

Contracting, quoting, commissions, compliance, and client management in one place — effortless to migrate into.

The dollars most FMOs make you absorb

Marketing reimbursement (up to ~$5,400/yr for qualifying producers), AHIP & E&O reimbursed, carrier bonuses — often $6,000+ a year left on the table by staying put.

More production, zero extra steps

MedSmart finds and routes your Medicare patients inside PioneerRx — volume grows from the workflow your staff already run.

On-demand licensing

Bite-sized study you can do between patients — guided by TBI experts, no multi-day hotel training.

Compliance depth

Former DOJ Anti-Kickback expert on the team; 48-hour response turnaround.

Carrier specialists

Real specialists on speed dial when you need a fast, accurate answer.

Agency builder

Scale your book without doing it alone — incentives and support that grow with you.

Done-right contracting

Set up correctly from day one, so your pharmacy is credited on every plan you write.

See what MedSmart looks like inside your pharmacy

A 20-minute call with Will — no pressure, no pitch. We'll show you exactly how it works in your PioneerRx system and what getting started looks like before AEP.

Book an intro call with Will →