Free of charge, full of information

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


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.

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.