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● For pharmacy owners & agents

Add Medicare to your pharmacy — your way.

Whether you'd rather we bring a licensed agent or help your own team get licensed, MedSmart makes it work inside your PioneerRx — with our team and TBI's experts guiding you the whole way.

Book an intro call with Will →
Choose your path

Two ways to partner with MedSmart

Option 1

We bring the agent

Don't want to get licensed? We place a licensed MedSmart agent — led by Dr. Will Whittaker — to handle Medicare for your patients, fully inside your PioneerRx workflow.

  • Zero added work for your staff
  • Your patients treated as a genuine extension of your pharmacy
  • You capture the value without getting licensed yourself
  • Pharmacist-led plan guidance, not lead-gen
Option 2

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 — with TBI's experts guiding every step.

  • Bite-sized study you can do between patients
  • No multi-day hotel trainings
  • Real coaching from licensing through your first sale
  • Onboarding support from Dr. Will and the TBI team
The support behind every partnership

Everything you need, however you partner

Switching 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.

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 between patients — guided by TBI experts, no hotel trainings.

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.

Common questions

A few things owners ask us

Do I have to be on PioneerRx?

The full automated workflow is built for PioneerRx today, with support for other pharmacy management systems on the way. If you're not on PioneerRx yet, we can still talk through the right path for your pharmacy — book a call and we'll map it out.

Do I need to get licensed myself?

No. With Option 1, we bring a licensed agent so you capture the Medicare opportunity without getting licensed. If you'd rather own it in-house, Option 2 makes getting licensed straightforward.

Will this add work for my staff?

No. MedSmart runs inside the workflow your team already uses — it identifies patients, prompts staff at the right moment, and routes the appointment automatically.

How are my patients treated?

Like your patients — not leads. Our agent team, led by Dr. Will Whittaker, guides every patient with warmth and respect, as a genuine extension of your pharmacy.

Is there a cost to explore it?

No. The intro call with Will is free, with no pressure and no pitch — just a walkthrough of how it would work in your pharmacy.

Get in touch

Two easy ways to start

Ready to talk? Book a call. Prefer to start in writing? Send us a quick note and we'll reach out.

Book an intro call with Will

20 minutes, no pressure, no pitch — a walkthrough of how MedSmart works in your PioneerRx and which path fits, ideally before AEP planning locks in.

Pick a time →

Or send us a message

Not ready for a call? Drop your details and we'll follow up.

Send us a message →