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Medicare... Your Way
We’re dedicated to guiding you through Medicare with clarity and confidence, at no financial cost to you—ever. Our mission is to empower you with a clear understanding of your Medicare options, ensuring you make informed decisions on policies tailored to you. By staying current with the latest and greatest insurance products, we work diligently to secure the best possible coverage for you, keeping your peace of mind first.
Countdown to Annual Enrollment Period (AEP)
Our Streamlined Medicare Process
Our client-focused process is designed to make Medicare simple and stress-free, whether you’re new to Medicare or reviewing existing coverage. Here’s how we guide you
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Client Intake
We start by getting to know you. In a personalized consultation, we assess your current situation—whether you’re new to Medicare or already enrolled. This meeting is all about understanding your healthcare needs, budget, preferred doctors, and medications. We gather the details necessary to provide a tailored quote, ensuring your plan aligns with your unique circumstances.
Shopping the Market
Using the insights from our intake meeting, we shop plans from all major Medicare carriers, including Medicare Advantage, Medigap, and Part D prescription drug plans. We focus on finding options that include your preferred doctors in-network and cover your specific medications, delivering personalized recommendations that balance coverage and affordability.
Plan Selection and Policy Implementation
Once you choose a plan that fits your needs, we guide you through the application process with ease. We handle the paperwork, ensure compliance with Medicare enrollment rules (like Initial Enrollment Periods or Special Enrollment Periods), and explain your coverage details clearly so you feel confident in your decision.
Ongoing Carrier Support
After your plan is in place, Grey Cardinal acts as your dedicated advocate. We serve as a buffer between you and the carriers, managing claims, resolving issues, and answering questions. No more frustrating calls to insurance companies—we handle the heavy lifting to keep your coverage seamless.
Annual Enrollment Period (AEP) Assistance
Medicare Advantage and Part D plans change annually, and we’re here to keep you covered in this ever-evolving landscape. During the AEP (October 15–December 7), we review your plan to ensure it still meets your needs. We provide personalized guidance, compare new plan options, and assist with re-enrollment to keep your coverage optimized.