Free of charge, full of information

The following materials are available to financial and insurance professionals and broker-dealers registered with Medicare BackOffice.


Guide to Medicare: Helping You Navigate the Medicare Maze

Guide to Medicare: Helping You Navigate the Medicare Maze

Medicare BackOffice® created this guide so that you can give it to clients and remind them that they can turn to Medicare BackOffice to ask Medicare questions, compare plans and help them maneuver the enrollment or review process.

Understanding the Donut Hole

Understanding the Donut Hole

Trying to understand the Medicare Part D Prescription Drug donut hole is about as fun as counting calories. So, we’re using National Donut Day to make this topic a whole lot more palatable.

Open Enrollment Email With Medicare Guide & Rx Video

Open Enrollment Email With Medicare Guide & Rx Video

Send this email to clients before or early in open enrollment season so they can use the “Guide to Medicare” with checklists and view a video on the perils of failing to review Medicare Part D Prescription Drug coverage each year. Customize it with each client’s name and your information.

3 Tips to Help You Cut Rx Costs

3 Tips to Help You Cut Rx Costs

One-page letter addressing your clients who may be struggling with the soaring cost of prescription drugs, providing three basic tips to control costs.

Print Letter With Referral Card for Open Enrollment

Print Letter With Referral Card for Open Enrollment

Mail this letter with your customized referral cards to clients to remind them to review their coverage annually.

Client Letter (Conversational)

Client Letter (Conversational)

Text for registered partners to add to letterhead to announce Medicare BackOffice to existing clients.

Client Letter (Formal)

Client Letter (Formal)

Text for registered partners to add to letterhead to announce Medicare BackOffice to existing clients.

Medicare BackOffice Brochure

Medicare BackOffice Brochure

An easy-to-use guide on who Medicare BackOffice is, what we do, who we serve, and how to begin using our service!

Open Enrollment Reminder Email With Video

Open Enrollment Reminder Email With Video

Send this brief email, which includes a link to our “The Importance of Open Enrollment” video, to remind clients to review their Medicare plans. Copy and paste this text into an email, and easily customize it by adding each client’s first name and your name.

The Importance of Open Enrollment

The Importance of Open Enrollment

This quick video explains why it’s important to review Medicare health insurance and prescription drug coverage each year during open enrollment.

How to Read a Part D Drug Formulary

How to Read a Part D Drug Formulary

Empower your clients with knowledge that can help them manage the soaring price of prescription drugs. Print this infographic and refer them to Medicare BackOffice with any Part D formulary questions or to find a more afforable plan. 

Importance of Comparing Prescription Drug Plans

Importance of Comparing Prescription Drug Plans

A short video explaining how comparing Medicare Part D Prescription Drug plans could save your clients thousands of dollars.

Medicare Penalties Explained Infographic

Medicare Penalties Explained Infographic

All it takes is one bad decision or missed deadline for a client enrolling in Medicare at age 65 to face years of paying monthly Medicare penalties. Here is an infographic that explains the situation.

Client One-Sheet

Client One-Sheet

A one-page advertisement explaining the Medicare BackOffice value proposition for clients.

How Medicare BackOffice Works

How Medicare BackOffice Works

One-page flyer for advisors and agents to customize and explain Medicare BackOffice to clients.

Broker-Dealer One-Sheet

Broker-Dealer One-Sheet

A one-page advertisement explaining the Medicare BackOffice value proposition for broker-dealers.