Check Medicare initial commissions, proration, renewals, crosswalks and chargebacks with a practical reconciliation workflow grounded in CMS guidance.
Compare 2027 Medicare Advantage plans by county with our CMS-based lookup. Review Star Ratings, MA and SNP changes, costs and AEP steps for agents.
A practical Medicare AEP workflow for agents: collect client data early, automate repeatable plan checks, triage 500 reviews, and preserve local expertise.
Review 2027 D-SNP, C-SNP and I-SNP eligibility, Medicaid alignment, enrollment periods, verification rules and a practical Medicare agent checklist.
Can Medicare agents call referrals, text leads, or send social-media DMs? Use this PTC vs. TCPA vs. SOA guide, including October 1, 2026 changes.
Practical 2027 Medigap guidance for agents: underwriting, guaranteed issue, trial rights, state birthday rules, deadlines, and replacement checklists.
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 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.
Switching FMOs, CRMs, phone systems, or enrollment tools? Learn how Medicare agents keep SOAs, call recordings, ACA consent, and records portable.
Compare Zoom, VoIP, FMO tools, and Agent Workspace for Medicare agent call recording during AEP, consent, SOAs, and storage.
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.
Many Medicare agents lead with dental and OTC benefits. Learn why a doctor-first Medicare Advantage sales process can build trust and reduce surprises.
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.
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.
The 48-hour SOA wait ended for 2027 Medicare marketing. Learn the current rules for walk-ins, callbacks, written SOAs, and October enrollment timing.
Learn how to break away and build a truly independent Medicare business. Control your own leads, ditch the confusing jargon, and own your workflow.
Use Connecture or SunFire for quoting and enrollment while keeping SOAs, call recordings, and client files searchable, retrievable, and exportable.