How to Prepare for a Plan Review with Your AMAC Medicare Advisor

How to Prepare for a Plan Review with Your AMAC Medicare Advisor

Posted on Thursday, September 25, 2025

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by Sabrinah Cave

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AMAC’s Medicare Advisory service offers complimentary, personalized Medicare reviews designed to help you make informed choices about your Medicare coverage. Learn how to get organized and what to expect from your Medicare Review.

First Things First—Get Organized!

The Annual Enrollment Period (AEP) runs from October 15th to December 7th each year. This is your opportunity to review your coverage and make changes for the upcoming year. Whether you’re brand new to Medicare or simply exploring your options, using a trusted AMAC Medicare Advisor can make all the difference!

To get the most out of your Medicare review, it’s important to gather a few key pieces of information before you call. Here’s what you’ll need:

  • Your Medicare card or number, along with the start dates of Part A & Part B
  • Current insurance cards (including employer or retiree coverage)
  • A list of your prescription drugs, including dosage and frequency
  • Names and addresses of your healthcare providers
  • Completed Scope of Appointment form

Having the above information ready allows your AMAC Medicare Advisor to give you accurate guidance that’s tailored to your personal situation.

What is a Scope of Appointment?

The Scope of Appointment (SOA) form lets your AMAC Medicare Advisor know which plans you want to discuss, ensuring they don’t miss anything that’s important to you. You can also enter your provider and prescription information here to save time.

If you don’t have this form, contact your AMAC Medicare Advisor so they can email you the link. Once you’re done filling it out, simply click on the ‘Submit’ button and you’re all set—no printing required! The Scope of Appopintment can be read verbally by your agent if you prefer, but doing it online saves time.

What to Expect During Your Medicare Review

When you call, you’ll be greeted by a trusted AMAC Medicare advisor. Because Medicare is a federally regulated program, your advisor will begin by reading a few mandatory disclosures—these exist to protect you as a Medicare beneficiary. From there, the conversation becomes all about you: your healthcare needs, budget, and preferences.

Within minutes, your advisor will walk you through detailed side-by-side plan comparisons. Whether you want to compare prescription drug plans or have questions about Medicare Advantage plans, you’ll get answers fast. If you’re ready to change plans, enrollment with an AMAC Medicare advisor is just as simple!

Same-Day Enrollment, No Messy Paperwork Required!

When you’re ready to enroll, there’s no need to print, fax, or mail documents. Your AMAC Medicare Advisor can complete the enrollment process with you over the phone on the very same day (Note: AEP enrollments start October 15th).

Following enrollment, most people receive their insurance cards and policy details in the mail within 7-10 business days. It’s a fast, easy way to take care of your Medicare coverage without the headaches.

Once you have worked with an AMAC Medicare advisor, they become your personal agent. This makes calling with questions easy since you don’t need to repeat your story to a new person each time you call. Don’t have an agent yet? Call us today at 1-855-611-4856 to get paired up with your personal AMAC Medicare Advsior who’s licensed in your state.

Prefer to Go at Your Own Pace? Visit Us Online

If you’re someone who likes to browse options before speaking to someone, our website is packed with helpful resources. You’ll find tools that let you compare plans, understand the differences between Medicare Advantage and Medigap, and even review Prescription Drug plan options. It’s a great way to prepare for AEP on your own terms.

Which Medicare Plans Does AMAC Offer?

One of the most common questions we receive is: “Which Medicare Plans Does AMAC Offer?”

As a trusted brokerage, AMAC works with multiple top-rated carriers across the country to offer:

  • Stand-alone Prescription Drug plans (Part D)
  • Medicare Advantage plans (Part C) that may include drug, dental, and vision coverage
  • Medicare Supplement plans (Medigap) that help pay out-of-pocket costs which Original Medicare does not cover

The real benefit? You don’t have to call multiple insurance companies to compare plans. AMAC does the legwork for you—helping you compare plan benefits and rates, all in just one call.

Why Choose AMAC Medicare Advisors?

At AMAC, we don’t just offer excellent service, we share your values. Here’s why our clients choose us year after year:

  • We work with a variety of top insurers to bring you more choices.
  • Our Medicare consultation services are always complimentary.
  • We take the time to find plans that include your medications, doctors and personal preferences.
  • Collectively, our advisors have experience serving every state in the nation.
  • Most importantly, we serve your best interests—unlike other organizations that steer you into one-size-fits-all options.

Our commitment to service and conservative American values truly sets AMAC apart from the rest.

AMAC: Making Medicare Make Sense

Whether you’re trying to compare plans or have Medicare questions, AMAC is here to help every step of the way. We offer clear guidance, personalized service, and access to many coverage options. Speak with a trusted AMAC Medicare Advisor who shares your values—and has your best interest at heart.

For help with Medicare plans – or any questions you may have about Medicare – contact AMAC’s Medicare Advisory Service at 1-855-611-4856 or request a quote below.



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