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 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.
A practical Medicare agent guide to the Medicare GLP-1 Bridge, including eligibility, $50 copay rules, Part D interaction, and prior authorization workflow.
Study guide for 2027 Medicare agent certification: AHIP topics, carrier certifications, AEP traps, SOA, SEPs, Part D, marketing rules, and FWA.
A practical 2026 Medicare SEP guide for agents: client scenarios, timing traps, MA and Part D rules, and documentation workflows.
CMS finalized CY2027 Medicare call recording rules: six-year retention for marketing and sales calls, but enrollment records still require 10 years.
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 Business Line + Vault for Medicare agent call recording during AEP, consent, SOAs, and storage.
Can Medicare and ACA agents use Google Drive for call recordings? Learn when Google Workspace, a BAA, HIPAA controls, CMS retention, and SOA Vault matter.
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.
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.
Learn how to break away and build a truly independent Medicare business. Control your own leads, ditch the confusing jargon, and own your workflow.