A practical Medicare AEP workflow for agents: collect client data early, automate repeatable plan checks, triage 500 reviews, and preserve local expertise.
Medicare's insulin cap continues in 2027. Learn the $35-or-less rule, NovoLog/Fiasp changes, Part B vs. Part D, and how agents can verify client costs.
2027 Medicare Part D changes for agents: the $700 deductible, $2,400 out-of-pocket cap, negotiated drugs, and a printable review checklist.
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.