Practical workflow for Medicare agents helping clients over 65 enroll in Part A and B after employer coverage ends, with CMS-40B, CMS-L564, SEP timing, and evidence.
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.
Review Medicare GLP-1 Bridge eligibility, covered drugs, the $50 copay, prior authorization and 2027 plan checks. Includes a printable agent checklist.
Study guide for 2027 Medicare agent certification: AHIP topics, carrier certifications, AEP traps, SOA, SEPs, Part D, marketing rules, and FWA.
A practical 2027 ACA SEP guide for agents: qualifying events, Medicaid loss, COBRA, deadlines, verification, state differences, and a printable checklist.
A 2027 Medicare Special Election Period guide for agents: 36 SEP categories, D-SNP rules, plan nonrenewals, deadlines and CMS approval requirements.
What a Medicare Scope of Appointment is, how long it stays valid (generally 12 months), and when agents need a new SOA for a different product or plan year.
A Medigap-only appointment generally does not trigger the federal MA/Part D SOA rule. Part D or Medicare Advantage discussion does. See the table.
CMS uses a 6-year track for MA and Part D marketing and sales calls and a separate 10-year track for enrollment records. See audio and transcript rules.
Learn what ACA agents must document for consent and application review, retain for 10 years, and check under CMS’s 2026–2027 recording guidance.
Learn when Medicare marketing call recordings follow six-year retention, when enrollment records stay on a 10-year track, and how agents can organize both.
Recording didn't go away for 2027 — but the rule is now 6 years, not 10. See which Medicare calls agents must record, and how long to keep the audio.
A practical ACA guide for licensed agents covering consumer consent, application review, data-matching issues, SEP documentation, and operations.
CMS again permits SOA forms at Medicare educational events for 2027. Learn what agents can collect, what stays educational, and how to follow up.
CMS says SOAs are valid for 12 months, but a 2026 SOA may not cover 2027 plan discussions. Learn the practical rule Medicare agents should follow.
For CY 2027, in-person MA and Part D appointments require a written SOA. See what counts for paper, electronic, walk-in, and same-day workflows.
CMS changed TPMO disclaimer timing for 2027 Medicare sales calls. Learn what changed, what counts as a benefits discussion, and when to say it.
A practical guide for Medicare agents on where a sales call ends, where telephonic enrollment begins, and how to handle recording and retention.
The 150% FPL SEP remains unavailable in 2027. Use this ACA agent guide to check other SEPs, Medicaid options, enrollment deadlines, and required follow-up.
Six Medicare workflow rules change for CY2027: same-day SOAs, TPMO timing, 6-year call retention, and events. What agents must update before Oct. 1.
Learn how ACA agents can document consumer consent, eligibility application review, Marketplace records, and exportable files without platform lock-in.