Comparing Company Formulary and Summary Documents

If you have a G-Mail account, you may already be using Gemini. Notebook; Google’s AI powered research tool. You can create a notebook based strictly on a set of documents applicable to specific Medicare plans. Gemini provides responses based only on language found in the specific set of documents.

Think of this as asking Gemini the questions you would ask one of our independent and licensed agents about the information we find in the formulary and summary documents available from companies we represent.

Which documents and for which companies? A notebook is “sourced” with Drug Formulary and Summary of Benefits documents for some companies we represent offering Medicare Advantage or Dual Medicare – Medicaid plans in different regions of New York State.

How to Open and Use our Gemini Notebook: 

  • First, select and click below on the Notebook for your region and plan type.
  • Because this is Google based, we recommend using your GMail account to open.
  • Then, type in your formulary or plan benefits question and wait for Gemini to analyze the documents and respond with an answer. Please be patient, it may take a minute or so for Gemini to search through the several multi-page source documents.
Here are some formulary and benefit sample questions you could copy /paste as a way to try out the service:
Which of the companies include ___________ (medication) and, if so, what is the assigned tier level?
Which company has the lowest daily co-pay rate for an in-patient hospital stay?
Which company has the lowest maximum annual out of pocket for medical expenses?
Describe each company’s ____________ benefit or allowance. (Dental, hearing, fitness, etc.)
I live in __________ county. How do I reach an agent representative in my county.
Click below for your region and plan type. Notebook will open in a new window:
➤ 2027 NY Capital Region Medicare Advantage w drug coverage
➤ 2027 NY Capital Region Dual Medicare and Medicaid
➤ 2027 NY Nassau County Medicare Advantage w drug coverage
➤ 2027 NY Nassau County Dual Medicare and Medicaid

Q: Will Gemini confirm whether your provider is “in-network?” A: No, this tool analyzes only the formulary and summary of benefits documents.

Gemini Notebook may prompt some follow-up questions related to the topic you are asking about. Again, the responses are all based on the formulary and summary documents available to the public; this is just a new approach we are offering to help with comparing the plan documents.

Use this research tool for plan research and comparison purposes only. Never enter personal information such as name, birthdate, address or financial details such as Social Security, banking or Medicare ID.

Of course, even after using Gemini you may have some additional questions. That’s what we are here for. Please send your local agent a quick note requesting more information or a callback:

Contact Us
First
Last
Permission to Contact
Medicare Permission to Contact (PTC) guidelines require agents to obtain explicit, documented consent from a beneficiary before initiating any unsolicited outreach. The PTC consent expires after 9 months.
1
Your State *
My Licensed Sales Agent (in alphabetical order) *
Are You an Existing Client? *
This helps us prepare for our conversation
How Did You Hear About Us? *