Helping your clients stay on the right Medicare drug plan each year doesn’t have to be complicated. That’s why we’ve created a clear, step-by-step guide you can share to walk them through setting up a Medicare.gov account and running their own Part D drug plan comparison during the Annual Enrollment Period (AEP).
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Why This Matters for Your Clients
Every year between October 15 and December 7, Medicare beneficiaries have the opportunity to review their prescription drug coverage. Plans change — drug formularies, pharmacy networks, and pricing can all shift from year to year.
By reviewing annually, your clients can:
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Avoid paying more than necessary for prescriptions
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Ensure their preferred pharmacy is still in-network
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Catch changes to deductibles or copays before they take effect
What’s Inside the Guide
The PDF walks clients through:
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Creating a Medicare.gov account with screenshots for each step
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Entering prescription drug lists for accurate plan comparisons
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Selecting preferred pharmacies for side-by-side cost reviews
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Viewing plan options and enrolling online
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Alternative phone enrollment instructions for those who prefer calling 1-800-MEDICARE
It’s designed to be easy to read, visually engaging, and client-friendly — perfect for sending by email, printing for meetings, or using during educational events.
How Agents Can Use This Tool
This resource can help you:
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Educate your clients on how to proactively review their coverage
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Save time during AEP by empowering clients to gather plan data in advance
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Build trust by providing a value-added service that extends beyond enrollment
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Position yourself as a year-round resource, not just during enrollment season
Get the Guide
Partnering with PSM Brokerage means having access to tools and resources like this to make your client conversations easier and more impactful.
📞 Call us at (800) 998-7715 or contact us online to learn more about using this Medicare.gov Account & Part D Comparison Guide in your business — and let’s make this AEP your smoothest yet.
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