Guides for Medicare Agents
Plain-language references for the 2027 season, built from CMS and state sources and kept up to date by the Brock team.
Start Here
AEP & SEP Cheat Sheet 2027
Every enrollment period and common SEP on one page, plus the 2027 Scope of Appointment changes.
Read → PlaybookWhen a Client's Plan Is Leaving
Notice dates, the non-renewal SEP, Medigap guaranteed issue and a workflow for your affected book.
Read → State tableMedigap Birthday Rules by State
All 50 states and DC: birthday, anniversary and year-round switching rules with citations.
Read → ChecklistChoosing an FMO
12 questions on pay, renewals, releases, data and support, plus the red flags.
Read → TimelineHow MA & Part D Bid Season Works
When the benchmark is set, when bids are due and approved, first looks, and when you can share with clients.
Read → How-toMoving Your Contracts to Brock
Releases, waiting periods and what happens to your renewals, step by step.
Read →More in the Resource Hub
Printable versions of every guide, California guides, state playbooks, carrier materials, scripts and recorded trainings. Brock agents sign in with their NPN and email.
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For licensed insurance agents. General information as of October 18, 2026, drawn from federal and state sources; rules change, so confirm with CMS, the carrier or the state insurance department before advising a client. Not legal or tax advice. Not affiliated with or endorsed by the U.S. government or the federal Medicare program.