A practical Medicare AEP workflow for agents: collect client data early, automate repeatable plan checks, triage 500 reviews, and preserve local expertise.
Medicare insulin is still capped at $35 or less for a one-month supply of each covered insulin product in 2026. Agent guide to formulary confusion.
Medicare Part D changes for 2026 include a $615 deductible, $2,100 out-of-pocket threshold, no donut hole, insulin rules, and AEP workflow updates.
Study guide for 2027 Medicare agent certification: AHIP topics, carrier certifications, AEP traps, SOA, SEPs, Part D, marketing rules, and FWA.
Compare Zoom, VoIP, FMO tools, and Agent Workspace for Medicare agent call recording during AEP, consent, SOAs, and storage.