Help · AEP

Enter a carrier notice

Carriers often tell agents about next year's changes before CMS publishes. Enter them in Anviik and start AEP conversations early.

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Add a notice

  1. Go to AEP review and choose Carrier notices.
  2. Pick the plan and the plan year.
  3. Enter what the carrier told you: the plan is ending and what it moves to, the monthly premium change, drugs leaving the formulary or changing tier, and any note.
  4. Save. To enter many plans at once, upload a CSV instead.

Each plan has one notice per plan year. Saving again, by form or CSV, replaces it.

What happens next

AEP review lists your clients on the noticed plans, with every finding marked From carrier notice. Medications are matched by drug code, or by the drug name you typed.

When CMS publishes next year's data, AEP review switches to it and the notice shows Replaced by CMS data.

A notice holds plan facts only, never client details.

Still stuck?

Email support@anviik.com with what you were trying to do. Leave client details out of the email; we'll ask if we need them.

Email support