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MedSmart Insurance
Free Live Webinar AEP Kickoff For pharmacy owners and agents Two days before AEP opens

Breaking Down the 2027 CMS File with Ben Jolley

The 2027 plan data is out, and a lot of your Medicare patients will feel it in January. Ben Jolley, PharmD and MedSmart Insurance walk through what changed in the CMS file, what the new D-SNP alignment rule means, and what to do at the counter the week AEP opens.

Tuesday, October 13 · 1:00 PM ET About 45 minutes + live Q&A Microsoft Teams · free to attend
Register free → Free · educational · not legal advice
None
$0-premium standalone drug plans in 2027 for patients outside Extra Help
$700
Part D deductible in 2027, up from $615
$2,400
Part D out-of-pocket cap in 2027, up from $2,100
Jan 1
The Medicaid plan starts deciding which D-SNP a full-dual patient can join
What the session covers

What changed for 2027, and what to do about it

The CMS landscape file lists every plan in every county, with its premium, out-of-pocket maximum, drug deductible, plan type and star rating. It’s free, it’s neutral, and it’s what agents work from. Here’s how the session walks through it.

  1. 1

    What the CMS file is, and how to read it

    Why it matters to a pharmacy, and how to filter it down to your own county in about a minute.

  2. 2

    What changed nationally, 2026 to 2027

    Which plans ended, which are new, where premiums went, how drug deductibles and out-of-pocket maximums moved, and what happened to standalone drug plans.

  3. 3

    What it means at the counter

    The patients who need to act this year: anyone whose plan ended or left the county, anyone on a $0 drug plan, and anyone whose drug deductible jumped. Plus where the pharmacy’s role stops and the licensed agent’s starts.

  4. 4

    The 2027 D-SNP rule: start with the Medicaid card

    If the company behind a full-dual patient’s Medicaid plan also runs a D-SNP in the county, that’s the D-SNP they can join from that company. Why it plays out differently from state to state, who is outside the rule, and what stays the same for current members.

  5. 5

    Other 2027 rule changes agents will feel

    The marketing, Scope of Appointment and call-recording updates that change how agents work this AEP.

  6. 6

    AEP kickoff

    The October 15 to December 7 window, the questions to ask every Medicare patient that week, and when a patient needs a full plan review with a licensed agent.

Your presenters

The data, and the people who use it every day

Ben Jolley, PharmD
Ben Jolley, PharmD
APEX Pharmacy Consulting
Pharmacist and pharmacy consultant, known across independent pharmacy for his work on Medicare data
Nick Brooke
Nick Brooke
MedSmart Insurance
Managing Partner
Joe Williams, PharmD
Joe Williams, PharmD
MedSmart Insurance
Managing Partner · Pharmacist

Save your seat

Tuesday, October 13 · 1:00 PM ET · free · about 45 minutes + live Q&A

Register free →
Educational only. Not legal advice. This session is for education. No carrier-specific plan recommendations are made, and pharmacy staff should refer plan questions to a licensed agent.