Comparing Company Formulary and Summary Documents

Introducing Gemini Notebook, a specialized research tool focused strictly on specific documents that, depending on your location, could apply to your Medicare plan needs. This AI-powered tool by Google provides artificial intelligence responses directly to you and based only on language found in specific documents.

Which documents and for which companies? This is limited to the 2026 Drug Formulary and Summary of Benefits documents for four companies we represent offering Medicare Advantage or Dual Medicare – Medicaid plans in New York Capital Region counties.

How to Use Google’s Gemini Notebook: Choose the Notebook for your situation (Medicare Advantage or Dual Medicare / Medicaid plan) and access by using your GMail account to ask a question about those specific company plans. Try it out using these examples:

Q: Compare the formulary documents and report which companies include (_____________) medication and, if so, what is the assigned tier level?

Q: Compare the summary of benefits documents and report which company has the lowest daily co-pay rate for in patient hospital stay.

Q: And which company has the lowest maximum annual out of pocket for medical expenses?

Q: Comparing the different summary of benefits documents, describe each company’s (___________________) benefit. Such as dental, hearing, fitness, etc.

Q: I live in [____________] county. How do I reach an agent representative in my county? 

Think of this as asking Gemini the questions you would ask one of our independent and licensed agents. Our responses are most frequently based on the information published in the formulary and summary documents provided by the companies.

Will Gemini confirm whether your provider is “in-network?” No, this tool analyzes only the formulary and summary of benefits documents. Since a provider can enter or exit a company contract during the year, any published provider directory document could change at any time so we will continue to confirm those on a real-time basis.

Notice how the Gemini Notebook will 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.

Click Below to open your specific Gemini Notebook in a new window:
2026 NY Capital Region Medicare Advantage w drug coverage ➤
2026 NY Capital Region Dual Medicare and Medicaid ➤

Note: After October 1, we will update with the 2027 formulary and summary of benefits documents for the companies and plans we will represent in New York Metro, Hudson Valley and Capital Region areas.

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:

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