# SmartSEP — Medicare SEP Eligibility Tool

> Medicare Special Election Period eligibility tool for sales agents. (iPhone/iPad app by Michael Jenkins.)

- Source: https://appshunter.io/ios/app/smartsep/id6760733173 (this page in markdown: same URL + `.md`)
- Developer: [Michael Jenkins](https://appshunter.io/developer/1885984205)
- Category: Business, Productivity
- Price: Free with in-app purchases
- Rating: 5.00/5 from 2 App Store ratings
- Age rating: 12+
- Requires: iOS 15.1 · 42 MB
- Languages: English
- Released: 2026-03-25
- Data updated: 2026-07-09
- Monetization: freemium
- User reviews in markdown: https://appshunter.io/ios/app/smartsep/id6760733173/reviews.md

## What is SmartSEP?

Know if your Medicare lead qualifies for a Special Election Period — before you quote. SmartSEP checks every SEP in seconds based on the beneficiary's MARx data, filtered to your carrier appointments and county.

Stop guessing. Stop flipping through CMS guidelines. Enter 5 data points, answer a few targeted questions, and get a clear list of every SEP that applies — with enrollment windows, plan types, and verification requirements.

WHAT SMARTSEP DOES

Enter basic beneficiary info — Part A/B dates, date of birth, zip code, current plan, Extra Help status. SmartSEP's adaptive engine instantly eliminates every SEP that can't apply. Then answer only the relevant probing questions for that specific situation. No generic checklists — only questions that matter.

The result: confirmed SEPs with exact enrollment windows, eligible plan types, verification methods, and situation details. Plus upcoming SEPs that haven't opened yet — so you know exactly when to follow up.

KEY FEATURES

— 28 CMS-recognized SEPs covered and growing
— Adaptive 2-phase engine eliminates impossible SEPs before you answer a single question
— Future SEP detection: see when upcoming enrollment windows will open
— Geography-aware: zip code resolves to county, state, and local plan availability
— Carrier filtering: only see plans from carriers you're appointed with
— Complete details: windows, plan types, verification, situation numbers
— Save, resume, and track every determination
— Full history synced across devices
— Premium dark interface built for professional use

WHO THIS IS FOR

Licensed Medicare sales agents, brokers, and field marketing organizations working with Medicare Advantage, Part D, D-SNP, C-SNP, and Special Needs Plans.

PRICING

Free: Limited daily determinations at no cost
Pro: $29.99/month for unlimited determinations

SmartSEP is a decision-support tool. Verify all SEP determinations against current CMS guidelines before taking enrollment action.

Terms of Use (EULA): https://smartsep.net/eula.html

## Key features

- 28 CMS-recognized SEPs covered
- Adaptive 2-phase eligibility engine
- Future SEP detection
- Geography-aware
- Carrier filtering
- Detailed SEP information
- Save, resume, and track determinations

## Pricing and in-app purchases

Base price: Free.

**Subscriptions**

| Subscription | Price | Period |
| --- | --- | --- |
| SmartSEP Pro | $29.99 | per month |



## Frequently asked questions about SmartSEP

### What is SmartSEP?

SmartSEP is a decision-support tool designed for licensed Medicare sales agents. It helps determine a beneficiary's eligibility for Special Election Periods (SEPs) by analyzing their data and answering targeted questions.

### How does SmartSEP determine SEP eligibility?

SmartSEP uses an adaptive 2-phase engine. It first eliminates impossible SEPs based on basic beneficiary information and then asks relevant probing questions for the specific situation to identify confirmed SEPs.

### What information does SmartSEP need to determine SEPs?

You need to enter basic beneficiary information such as Part A/B dates, date of birth, zip code, current plan, and Extra Help status. The app then guides you through targeted questions.

### Does SmartSEP show upcoming SEPs?

Yes, SmartSEP can detect upcoming SEPs that haven't opened yet. This allows you to know exactly when to follow up with beneficiaries for future enrollment windows.

### What are the pricing options for SmartSEP?

SmartSEP offers a free tier with limited daily determinations. For unlimited use, a Pro subscription is available at $29.99 per month.

### Is SmartSEP available on all devices?

SmartSEP is supported on iPhone, iPad, and iPod devices, indicated by its age rating of 12+ and its release on iOS platforms.

### How often is SmartSEP updated?

The app was last updated on April 6, 2026, with version 1.6.0, indicating a recent update. The developer, Michael Jenkins, actively maintains the application.

### Does SmartSEP have ads?

No, SmartSEP does not contain advertisements. The app is designed with a premium dark interface for professional use, and its monetization is based on a freemium model.

## Version history (last 4 releases)

### 1.6.0 — 2026-04-06

Improved login functionality:
  - Added Login With Apple
  - Added Login With Google

### 1.5.0 — 2026-03-31

Premium redesign with enhanced dashboard, glowing accents, and deeper visual depth across every screen.

Future SEPs — when a beneficiary's enrollment window hasn't opened yet, SmartSEP now shows exactly when it will so you know when to follow up.

Quick-nav counter bar — tap Confirmed, Upcoming, Possible, or Eliminated to jump to that section instantly.

Stacked card animation on the history screen.

Visual polish and performance improvements throughout.

### 1.4.0 — 2026-03-29

What's New in 1.4.0:

  - App now automatically restores your Pro subscription if already purchased
  - Added support for CPP SEP
  - Price display now reflects your local App Store pricing
  - Added update notifications for future versions
  - Added future SEP detection
  - User Interface enhancements.

### 1.2.4 — 2026-03-25

No release notes.

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-07-09.*
