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AgencyView Tutorials

Name: Work your AEP Review queue
Uploaded: 2026-10-09
Duration: 6 min 53 s
Description: Find the Medicare clients who need a call first, add their doctors with their NPI and their medications, read their 2027 plan review with doctors-in-network checks, and share it with them.

Short walkthroughs of AgencyView, each with a narrated video and a step-by-step guide you can print. Free for AgencyView users and licensed agents with an NPN.

Work your AEP Review queue

7 minutes, with a 30-step printable guide. Find the Medicare clients who need a call first, add their doctors with their NPI and their medications, read their 2027 plan review with doctors-in-network checks, and share it with them.

0:00 — Introduction
0:27 — The AEP Review queue
1:48 — Add the client’s doctor
2:48 — Add medications
3:12 — Care Team NPIs
3:45 — Rebuild the queue
4:01 — Read the review
5:27 — Share it and finish
6:28 — Wrap-up

Free for licensed insurance agents. Screens in the videos use test clients on AgencyView’s demo account.

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