SHRM 2026 · For HR & Benefits Leaders

The HR Medicare Toolkit, free for your team.

Coordination tables, decision trees, Q&A handouts, and real case studies. Thirteen printable resources, pulled straight from the materials our advisors use with HR teams every day.

Schedule a 30-minute discovery call

One email with all 13 resources and a download-all bundle. You'll also get the updated edition each year when Medicare rules change. No spam. Unsubscribe any time.

13 print-ready PDFs Built by our advisor team Updated for 2026
What is in the toolkit

Thirteen resources HR teams actually use.

Print them, mark them up, tape them next to your monitor. These are the same timelines, templates, and case studies our advisors use in the field, built to last the whole plan year.

Every resource below is free to download. Want the whole kit at once? Get it in one email, with the annual update included.

Start here · Service overview

White-glove Medicare guidance as an employee benefit.

A one-page executive summary of the problem, how we help, who we support, and why HR teams choose Doctor's Choice. Made for forwarding to leadership.

Download PDF
Quick references for your desk
Coordination cheat sheet

Who pays first when Medicare meets your HSA, FSA, COBRA, ICHRA, or severance plans, and what HR should do.

PDF
Enrollment decision tree

“Should this employee enroll right now?” A flowchart HR can walk in 60 seconds.

PDF
Common penalties & pitfalls

The five mistakes that quietly cost employees and employers the most, with the dollar figures attached.

PDF
Q&A handouts to share with your team
Medicare FAQ for HR

The six questions HR teams ask us first, from eligibility and timing to working past 65.

PDF
8 group-plan Q&As

Part B delays, HSA conflicts, COBRA timing, ICHRA, and multi-state teams. Each answer ends with a tip.

PDF
Doctor’s Choice FAQ

What your employees will ask about us: cost, licensing, and how a consultation works.

PDF
The case for Doctor’s Choice
The Doctor’s Choice Difference

How we stack up against local brokers, free call centers, and carriers.

PDF
The cost of inaction

What eligible employees who stay on the plan cost you, plus the $1.2M and $400K savings stories.

PDF
Real-world case studies
Client advocacy in < 3 hours

How we saved a cancer patient’s specialty medication from a delivery denial.

PDF
The $50K+ COBRA liability

The avoidable Part B gap a 15-minute pre-retirement consult would have caught.

PDF
The Medicare maze and caregiver stress

How guidance lifted the Medicare load for an employee caring for a parent, saving 19+ hours of their time.

PDF
The renewal that almost cost jobs

The renewal spike that threatened layoffs: $300K+ saved, premiums under 5%, zero jobs lost.

PDF
How a partnership works

From your Medicare-eligible roster to lifetime advocacy.

A guided engagement in three stages. It protects employees, takes Medicare off HR's plate, and keeps working after they retire.

Day 1
1

Employer setup

We identify your Medicare-eligible employees, build the communication plan, and launch a co-branded microsite with a scheduled education calendar. Your part takes one call.

Week 1
2

Personalized guidance

One-on-one planning and enrollment support for every eligible employee, spouse, and dependent. We walk people through federal Part A and B sign-up, not just plan selection.

Ongoing
3

Lifetime advocacy

Claims questions, billing issues, IRMAA appeals, and annual plan reviews, before and long after retirement. Former employees never lose access.

Your team's total lift is a kickoff call and a list of who's approaching 65. We handle the dashboard, the microsite, and the education calendar.

Who we support: every household on your plan

Employees turning 65

Spouses & dependents

Parents under employee care

Former employees, for life

Why employers choose Doctor's Choice

Four reasons HR keeps us on speed dial.

Built for benefits and HR teams managing an aging workforce. Not a call center, and not a commission shop.

Unbiased, salaried advocates

Our advisors are salaried. No commissions, no carrier ties, and no markup on any plan they recommend. Their only job is getting it right for your people.

National coverage

Licensed in all 50 states and analyzing 2,000+ plans a year. Your Texas employees and your Rhode Island employees get the same team and the right local fit.

Tech that simplifies Medicare

Our platform and co-branded microsite turn a 1,000-page decision into a few good choices, so employees can pick with confidence.

Help that lasts beyond enrollment

Claims questions, billing issues, IRMAA appeals, annual reviews. Most agencies stop the day a plan is sold. We keep answering the phone.

We were facing an impossible choice between our people and our business sustainability. The Medicare guidance service didn't just solve our immediate crisis. It gave us a strategic approach to managing our aging workforce while maintaining quality benefits for everyone.
CEO, 300-employee lumber company Premium increase reduced from 20%+ to under 5% · $300K+ saved in year one · zero layoffs
Read the full story →
Why HR teams use us

We are the team your team hands Medicare to.

200+
Employer partners served
20,000+
Individuals guided through Medicare
95+
Net Promoter Score
$0
Cost to your people, ever
For benefits brokers & consultants

We work on referral. No channel conflict, ever.

Medicare done right is a retention story for your book. We take the Medicare population, you keep the client relationship. Bring your questions about data, compliance, and process and we'll walk through everything on a call.

The cost of inaction (PDF) How we compare (PDF) Talk to us →

We'd love to show you what we can do.

We'll tailor a proposal to your team and your workforce. No obligation, just answers. Bring your questions about data handling, compliance, reporting, and how we work with your existing broker.

Schedule a call
Or reach us directly: 1 (800) 656-0894 · help@doctorschoiceusa.com