MySSAgent collapsed the Social Security earnings file workflow to one click, allowing clients to sign into their own ssa.gov account, click a button, and download the earnings record directly into the analysis without needing an SSN.
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You ran a great meeting. The client said yes. Send me the analysis. Then you asked them for their Social Security earnings record. That's where it stops. They have to lo…
Company
MySSAgent
Your $ MAXED
- Industry
- Financial Services
- Location
- Cleveland, US
- Company size
- 1 employee
About MySSAgent
About MySSAgent 96% of Americans claim Social Security sub-optimally—losing an average of $111,000 in lifetime benefits. With 2,728 rules governing Social Security, it's no wonder most people leave money on the table. MySSAgent changes that. We're an AI-powered Social Security optimization platform that analyzes over 2,700 claiming scenarios to find your optimal strategy—in minutes, not weeks. Think of us as "TurboTax for Social Security." Our AI + Human approach combines cutting-edge technology with expert review from a Registered Social Security Analyst® (RSSA®) with 30+ years of experience. The result? Personalized claiming strategies that maximize your lifetime benefits. What We Offer: → AI Analysis starting at $49 (vs. $400–$1,500+ from traditional advisors) → Expert human review options for complex situations → Spousal coordination strategies → Filing checklists and implementation guidance Enterprise-Grade Security: Your data is protected with SOC 2 compliance, 256-bit encryption, and we never store Social Security numbers. Whether you're a pre-retiree planning ahead, helping aging parents, or a financial advisor serving clients—we help ensure every dollar is claimed. Your $ MAXED. Industry: FinTech | RetireTech Specialties: Social Security optimization, retirement planning, benefits analysis, AI-powered financial tools, claiming strategies
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Latest activity from MySSAgent
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Products & Services
MySSAgent uses a report to automatically flag Medicare benefit thresholds, two-year lookbacks, and expected income for clients to file Form SSA-44 and plan for Social Security changes.
Products & Services
MySSAgent added a button to the planning software that allows users to copy and paste tab-separated data blocks containing retirement income figures, spouse top-ups, and deemed-filing interactions.
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