Docubase has every client campaign already written — branded, rights-cleared, ready to send. Buy a kit today, or open the whole library.
The Annual Enrollment Period opened October 15 and closes December 7. Here is what actually changed for next year’s plans…
Part B standard premium: $202.90 · Part D drug cap: $2,100 · Part A deductible: $1,736…
$19hover meA four-page client newsletter with the 2026 premiums, the drug cap, and a fifteen-minute plan-review checklist.
Preview it free →October 15 to December 7 is won in August and September. This playbook sequences the eight weeks before enrollment opens…
Weeks 1–2: book scrub and segmentation. Weeks 3–4: compliance prep. Weeks 5–6: ANOC season…
$39hover meThe week-by-week operating plan for the enrollment window — outreach order, scripts, staffing and the metrics that matter.
Preview it free →Bring these and we’re done in one visit:
The free client handout that turns two tax visits into one. Yours to brand and send — no purchase needed.
Open it free →the drift
Clients rarely storm out. They drift — one unexplained plan change, one missed deadline, one silent year at a time. Here is what the drift actually costs.
Her plan changed in September. Nobody translated the notice. She enrolled with the agent who called first — a $1,400-a-year renewal, gone in one phone call you never knew happened.
December 31 passed. The IRS charged the 25% excise tax. Guess which advisor the family blames — and tells their friends about — at Christmas dinner.
1,840 past clients. No letter in three years. Every one of them is on someone else’s prospect list right now — and warm to whoever writes first.
the system
Every campaign your practice should be sending is already written, fact-checked against this year’s figures, and cleared for reuse. You brand it, pick the names, and send.
Letters, newsletters, flyers, seminar decks, playbooks — every document opens as a free preview: the headline and opening, the rest unlocked at purchase.
Brand a document for a client, pick the person, and send by email, SMS or WhatsApp — scheduled, logged, and tracked in one audit trail.
One AEP season, one small agency: 348 documents sent · 41 review calls booked · 0 written by hand.
the data
You already feel this in your book. Here is what it looks like measured — and the 2026 figures your clients are about to start asking about.
The 2026 Medicare Part D out-of-pocket cap — the single most-asked client question of this enrollment season.
Source: CMS Part D redesign, 2026The 2026 Part B standard premium, up $17.90 — every retiree sees it in January and calls somebody. Make sure it’s you.
Source: CMS, 2026 premiums & deductiblesThe IRS excise tax on a missed Required Minimum Distribution. A one-page reminder letter prevents it.
Source: IRS, SECURE 2.0The Annual Enrollment Period — the seven weeks in which most of a Medicare book is won or lost.
Source: Medicare.govContacts per year that industry retention studies associate with clients who stay and refer.
[Placeholder — cite your preferred retention study]Median annual cost of a private nursing-home room — the number that starts every long-term-care conversation.
Source: CareScout Cost of Care, 2025built for your book
These are not the same letters with the logo swapped — each vertical’s documents are written in its language, around its deadlines, with its compliance rules in mind.
Agents and agencies working AEP, OEP and Turning-65
Preparers and strategists carrying a January–April book
Advisors running reviews, RMDs and rollovers
The practices that win it start mailing in September. Everything for that window is written and waiting.
pricing
No subscription required. Kits are perpetual; the whole library is there when you want everything. Every document previews free before you pay a cent.
Newsletters, a flyer, a social pack and the agent playbook covering the whole enrollment window.
$595 documents · perpetual licence · minor updates includedThe correspondence a wealth or tax practice sends between January and April.
$344 documents · perpetual licenceEvery document, client brand kits, drafts, folders and the export log. Cancel anytime — kits you bought stay yours.
$39/mo per seat43 documents · unlimited clients · new material monthlyquestions
No. Templates hand you a blank with brackets. Docubase documents arrive finished — written copy, this year’s vetted figures, compliance-aware wording — plus the system to brand them per client, send them, and log every send. You change names, not paragraphs.
Every figure — the $2,100 Part D cap, the $16,100/$32,200 standard deduction, the 2.8% COLA, the $111,000 QCD limit — is sourced from the IRS, CMS, SSA and the CareScout Cost of Care survey for 2026, with the source stated on the document. Kits include minor updates when figures move.
Yes — reuse rights are stated on every document. Full-licence documents can carry your logo, your sign-off and, on many, your own clients’ branding. Locked-layout items (like CMS forms) say so up front.
Always. Every document opens as a short preview — the headline and opening paragraphs, with the rest blurred until purchase. You can even send the teaser to a client before you buy.
Describe it in the Studio and the AI drafts it in your practice’s voice, using the same vetted figure set. Subscribers also get new material added monthly, prioritized by request.
Two ways. Buy a kit once ($34–$59) and those documents are yours forever — no subscription. Or open the whole library at $39/month per seat and cancel anytime; kits you bought stay yours either way.
this is the decision
Your next enrollment window is already on the calendar. The letters for it are already written. The only question is whose name is at the bottom when your clients read them.
get in touch
the document marketplace · live demo
This is the real flow, replayed: open any document free, read the teaser, pay by card once — it’s yours forever. Click any document on the shelf to run it.
The Annual Enrollment Period opened October 15 and closes December 7 — the one window each year to change Medicare Advantage and drug plans.
Part B standard premium: $202.90. Part D out-of-pocket cap: $2,100. Here is the fifteen-minute review that decides whether your plan still fits…
Six of 39 shown · every document previews free before you pay a cent.
the ready-made library · live demo
28 finished PDFs, not templates with brackets. As the document assembles, every figure it uses is checked against its source, live. Pick a sample below to replay.
What changed: the Inflation Reduction Act rebuilt Medicare’s drug benefit. The old ‘donut hole’ is gone.
In its place: a hard annual ceiling on what you pay for covered drugs — $2,100 for 2026.
Spread the cost: the Medicare Prescription Payment Plan turns big pharmacy bills into level monthly amounts…
Three of 28 shown · sources stated on every document, updates included with kits.