The Plan Review Mistake Most Agents Make

A good plan review doesn't start with "which plan has the best benefits?" It starts with "what does this client need from their coverage next year?" In this Field Ready Fridays session, Alec breaks down the exact 12-step plan review workflow every Medicare agent should be running before AEP. We also cover what's changing under PY 2027 rules — including the new same-day SOA flexibility, updated educational/marketing event guidelines, and the compliance requirements that didn't go away. In this video: · Why annual plan reviews matter (and what clients won't tell you) · The 12-step Plan Review Workflow · Segmenting your book by priority · Using the ANOC as a starting point (and its limits) · In-person vs. telephone/virtual review best practices · New agent vs. experienced agent strategies · PY 2027 marketing timeline and rule changes · How to document every review outcome Whether you're building your first AEP pipeline or managing an existing book of clients, this session gives you a repeatable process to protect your clients — and your business. 📞 Questions? Reach out to your NCC Sales Development Manager #FieldReadyFridays #MedicareAgent #AEP2027 #PlanReview #NCC 00:00:00 Start 00:02:25 What you'll learn today 00:03:50 Why annual plan review matter 00:10:38 What a plan review is and is not 00:18:07 The plan review workflow 00:22:02 Organize your Medicare book 00:27:20 Segment the book before scheduling 00:33:22 Use the ANOC as a starting point 00:35:22 What materials agents need 00:38:38 Prepare before the appointment 00:40:39 Start with the client not the plans 00:43:38 Review the current plan first 00:46:31 Compare plans based on total fit 00:49:54 In-person plan review 00:51:45 The telephone or virtual plan review 00:56:30 New agent first AEP 01:00:57 New agent advantage 01:03:32 Experienced agent AEP 01:07:51 Build a realistic AEP calendar 01:09:15 PY 2027 Marketing Timeline 01:10:34 PY 2027 Rule Changes 01:13:19 PY 2027 Rule changes 01:16:43 PY 2027 Rules that DID NOT go away 01:19:14 Document the review outcome 01:19:48 How NCC can help 01:21:13 Plan Review Standard