Medicare Annual Review for licensed agents
Send one personal link. The client confirms medications, pharmacy, doctors, coverage, and eligibility by connecting available Medicare data or entering the information manually.
Annual Review performs the repeatable checks and organizes the plan evidence. You decide what deserves a conversation.
01One client-confirmed record
02Rules-based plan assessment
03Agent-led decisions
One case, start to finish
The client confirms the facts once. Annual Review carries that same record through medication coverage, doctor-network evidence, plan selection, and side-by-side comparison.
No rebuilding the medication list or doctor record every time you open another plan.
02 / Medication review
See when a confirmed medication is not covered and which covered drugs in the related category or class may be worth discussing with the prescribing provider.
03 / Doctor evidence
Review important doctors and facilities against available plan-network evidence. A source-backed result stays connected to the plan, while uncertain or unavailable information remains visible for follow-up.
04 / Agent shortlist
Start with the applicable plan set, filter by the client-confirmed facts, and choose the finalists that deserve a deeper look. The system organizes the evidence; the licensed agent chooses what to compare.
05 / Side-by-side comparison
Place premiums, drug deductibles, visit costs, benefits, medication coverage, estimated drug costs, and doctor-network evidence side by side before the client makes a decision.
The decision boundary
Annual Review is not an AI plan picker. It does not announce a best plan, make clinical medication decisions, or replace the official and carrier-approved systems used for sales and enrollment.
Annual Review handles
The licensed agent handles
The system scales the facts. You apply the market.
AEP operations guide
The supporting guide explains how to collect facts once, triage routine and complex cases, and preserve the agent's time for the conversations that matter.
Included with Agent Workspace
Start with Annual Review for AEP, then keep the same client record connected to your calls, quoting, forms, website, events, and long-term documentation throughout the year.
Complete individual-agent workspace
$29.99/month
Start with a 30-day free trial. Continue month-to-month with Annual Review and the rest of the Workspace included.
Start 30-Day Free TrialThen $29.99/month. Month-to-month individual account.
Annual Review, plus the tools around it
Annual Review FAQ
No. Annual Review calculates and organizes the available evidence for licensed-agent review. It does not declare that a particular plan is the best choice.
No. The plan assessment is rules-based. A language model does not calculate, rank, or choose the plans. AI-assisted text extraction may help read a prescription-bottle photograph, but the resulting medication information is confirmed before assessment.
The agent creates the annual review and sends the client a personal link. The client can connect available Medicare information or complete the guided medication, pharmacy, doctor, coverage, and eligibility workflow manually. The agent can assist with either path.
No. Available Medicare data can provide a useful starting record, including Part D prescription events and associated prescribing-provider identifiers, but it may not include every nonprescribing doctor, specialist, hospital, or facility. The client or agent can add those records manually.
Annual Review flags the medication and can display covered drugs in the relevant category or class for discussion with the prescribing provider. It does not determine that a covered drug is clinically appropriate for the client.
The workflow does not turn an unknown result into a positive match. Missing, conflicting, or unavailable evidence remains visible for the licensed agent to review and verify through the appropriate official, carrier, quoting, or enrollment source.
Medicare Annual Review is included in the $29.99-per-month Agent Workspace. Start with a 30-day free trial, then keep Annual Review connected to the CRM, recorded Business Line, personal agent website, Medigap and Marketplace quoting, electronic forms, events, and searchable 10-year Vault. The Agent Workspace subscription is the way to access Annual Review.
No. Annual Review supports intake, assessment, comparison preparation, and recordkeeping. Agents still use the official, carrier, quoting, and enrollment tools required for their licensed sales workflow.
Prepare for the next review season
Send one personal link, carry one confirmed case through the repeatable checks, and use your time to explain the decisions that matter.
Estimates depend on confirmed inputs, source availability, geography, year, eligibility, and calculation assumptions. Informed + Choice does not sell insurance or make the licensed agent's plan decision.