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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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:
Avoid paying more than necessary for prescriptions
Ensure their preferred pharmacy is still in-network
Catch changes to deductibles or copays before they take effect
The PDF walks clients through:
Creating a Medicare.gov account with screenshots for each step
Entering prescription drug lists for accurate plan comparisons
Selecting preferred pharmacies for side-by-side cost reviews
Viewing plan options and enrolling online
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.
This resource can help you:
Educate your clients on how to proactively review their coverage
Save time during AEP by empowering clients to gather plan data in advance
Build trust by providing a value-added service that extends beyond enrollment
Position yourself as a year-round resource, not just during enrollment season
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.