Show Your Medicare Clients Their AEP Review, Then Send Them a Copy
What changes on January 1, the dates that apply, their drug costs and their options, on one page you walk them through and send to their phone.
Short answer: the AEP conversations that go best are the ones where the client can see their own numbers: what their plan changes on January 1, the dates that apply to them, what their prescriptions will cost next year, and what else is available where they live. Show it on screen during the call, then send them a copy they can read again. Why a page, not just a call Every Medicare Advantage and Part D member receives an Annual Notice of Change from their plan by September 30 . It describes the plan, not the client. A one-page summary of their changes is something they can read again after the call, and show to whoever helps them decide. What to put in front of the client What changes on January 1. Premium, out-of-pocket maximum, drug deductible, copays and extras like the OTC allowance or the Part B giveback, this year against next. The dates that apply. If their plan is ending or leaving their county, the special enrollment period and, for Medicare Advantage clients, the Medigap guaranteed-issue window . Their prescriptions. Each drug this year and next: the tier, any new prior authorization or step therapy, and an estimate of what it will cost over the year. Their options. Next year's plans in their county, ranked by what that client would pay, with the plans that cover every drug they take first. What to keep off it Your notes, which carriers you are appointed with, and how you have prioritized your book are for you, not the client. And a plan comparison sent to a Medicare beneficiary is marketing: it carries your agency's third-party marketing organization (TPMO) disclaimer, which CMS requires in marketing materials and in electronic communications with beneficiaries ( 42 CFR 422.2267(e)(41) ). How AgencyView does it In AEP Review , each client's review now has two new buttons. Open review page opens the client's whole review as one page in a new tab, in your agency's branding. An Agent view and a Client view let you decide what is on screen: the Client view leaves out Appointed badges, your notes, review notes and Scope of Appointment status. It prints or saves as a PDF. Share with client creates a private link to the Client view for the client's phone or inbox. It lasts 30 days, can be revoked at any time, and every open is recorded. The page asks search engines not to index it and loads no tracking. A review can be shared once your agency's TPMO disclaimer is set. CMS's wording is one click away in AEP Review → Thresholds; you fill in how many organizations and plans you represent, and it appears on every client page. A plan change alert on the client's record now opens their review. AEP Review, and with it the review pages and links, opens to agents on October 1. The screenshots show an illustrative sample: the plans, carriers and clients are fictional.
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