For immediate release · September 24, 2026
AgencyView Launches AEP Review, Which Checks Every Medicare Client’s Plan Against Next Year’s CMS Data and Puts the Clients Who Lose the Most First
Plan exits come with their enrollment deadlines, the Annual Notice of Change is compared line by line, each client’s drugs are priced for this year and next, and the plans in the client’s county are ranked by what that client would pay. Agents can open it from October 1.
SHERIDAN, WYO. — September 24, 2026 — AgencyView, the all-in-one agency management and commission tracking platform for insurance agencies, today launched AEP Review, which compares every active Medicare policy in an agency’s CRM with CMS’s plan data for next year and ranks the clients by what the change does to them. Plan exits come first, with the enrollment deadlines that apply. Then come clients losing a drug they take, then clients whose costs or benefits get worse by more than the agency accepts, then plans whose star rating falls below the agency’s floor. Everyone else follows in order of enrollment anniversary. AEP Review opens to agents on October 1, two weeks before Medicare’s Open Enrollment Period begins, and stays open through December 31.
The queue, worst first. Illustrative sample in the AgencyView Agency Demo account: the plans, carriers and clients are fictional.
Every Medicare Advantage and Part D member receives an Annual Notice of Change describing what changes on January 1. AEP Review reads the same changes from CMS’s public files for every client at once, so an agency can see which clients need a conversation before the season starts, rather than finding out when a client calls about a letter.
“In October every Medicare client needs a look, but only some of them need a call right away. We built AEP Review so an agent starts the season with the clients whose plan is ending, whose drugs are leaving, or whose costs are going up, with the dates and the numbers in front of them.”
— AgencyView, in a company statement
Plan exits, with the dates that apply
When a client’s plan is not offered next year, or no longer serves the client’s county, AEP Review shows the special enrollment period, December 8 through the end of February, and, for Medicare Advantage clients, the window to apply for a Medigap policy with guaranteed issue. It also lists next year’s plans in the client’s county so the agent can prepare the conversation.
A plan exit and its deadlines. Illustrative sample.
The Annual Notice of Change, compared line by line
From CMS’s plan benefit files, AEP Review compares this year’s plan with next year’s: premium, in-network maximum out-of-pocket, drug deductible and star rating; primary care, specialist, emergency room, urgent care, outpatient surgery and hospital stay costs; and the dental, eyewear, hearing aid and OTC allowances and the Part B giveback. A plan that renews under a new plan number is followed to its successor.
ANOC changes, this year against next. Illustrative sample.
What the client’s drugs will cost next year
For each medication on file, AEP Review checks next year’s formulary for drugs that are dropped, move up a tier, or now need prior authorization or step therapy. It then estimates what the client’s drugs cost this year and next, running a month’s fill of each drug through the plan’s deductible, copays and coinsurance, and the out-of-pocket cap. Drugs are priced at Medicare’s national average cost of a 30-day fill, or at the Medicare negotiated price where one applies. The page labels the result an estimate, not a quote. An increase above the agency’s threshold, $300 a year by default, moves the client up the queue.
Estimated drug costs, this year against next. Illustrative sample.
Cheaper plans in the client’s county
Beside the renewal plan, AEP Review ranks next year’s comparable plans in the client’s county by yearly premium plus estimated drug costs. Plans that cover every drug on file come first, and plans that don’t are marked with the drugs they leave out. An Appointed badge marks the carriers the client’s agent is appointed with in that state, from AgencyView Licensing. Clients with no medications on file are ranked by premium, then maximum out-of-pocket. Dual-eligible clients are ranked by star rating, because Extra Help normally pays their Part D premium and sets their drug copays. The list is for preparing the review. The page reminds the agent to confirm the client’s doctors with the carrier and to have a signed Scope of Appointment before discussing any plan.
Next year’s plans in the client’s county, ranked for the agent. Illustrative sample.
On the client record, too
Clients whose plan ends or gets worse also receive a Contact Alert on their record, so whoever speaks with the client next knows about the change. The alert clears when the review is marked done. Policies with a plan name but no plan number are matched to CMS’s plan list, and a confirmed match can be saved to the policy’s Plan Code in one click.
A plan change alert on the client record. Illustrative sample.
Thresholds the agency sets
Agency admins set what counts as a cost increase: premium, maximum out-of-pocket, drug deductible, copays, estimated drug costs, and the star rating floor. As reviews are closed as moved, lost or no change needed, the queue learns which kinds of change led clients to switch, and once 20 reviews are closed it recommends threshold changes each week. Nothing changes until an admin applies a recommendation. The AI used for these recommendations and for matching plan names sees public CMS data, plan names and counts. It never sees a client’s name or medications.
Availability
AEP Review is live in AgencyView for every agency with a connected CRM and Medicare business. It is under Client Management from October 1 through December 31, for agency admins, sub-agency admins, independent agents, LOA agents and CSR seats. The queue is rebuilt every morning from CMS’s public plan files for the coming year. Drug checks and drug cost estimates start once CMS posts next year’s formulary files. AgencyView plans start at $159 per month with a 14-day free trial. Future announcements will be posted to the AgencyView newsroom.
About AgencyView
AgencyView is the all-in-one agency management and commission tracking platform for insurance agencies. It brings clients, policies, commissions, and compliance behind one login: quote-to-enrollment workflows, AI commission reconciliation against carrier statements, agency hierarchy and split management, call coaching, and HIPAA-compliant client records. AgencyView is built for independent agents, agencies, and the FMOs and IMOs that support them. Learn more at agencyview.net.
Media contact
AgencyView
30 N Gould St, Sheridan, WY 82801
media@agencyview.net
https://agencyview.net/press
Related links
Source: https://agencyview.net/press/aep-review
Back to the newsroom