Medicare
Comprehensive Plan Options & Expertise
- Represents multiple carriers to offer Medicare Advantage, Medicare Supplement (Medigap), and Part D Prescription Drug Plans (PDPs)
- Stays updated on annual changes in Medicare regulations, plan availability, and pricing
- Understands state-specific rules and enrollment guidelines to ensure compliance
Personalized Client Consultations
- Conducts one-on-one needs assessments to determine the best plan based on:
- Health conditions & medications
- Doctor & hospital preferences
- Budget (premiums, deductibles, and out-of-pocket costs)
- Provides side-by-side comparisons of different plans to simplify decision-making
Seamless Enrollment Assistance
- Guides clients through initial enrollment, annual enrollment (AEP), and special enrollment periods (SEPs)
- Assists with Medicare Part B enrollment for those transitioning from employer coverage
- Helps clients avoid late enrollment penalties and understand Medigap guaranteed issue rights
Year-Round Customer Support
- Helps clients navigate claims, billing issues, and denials
- Conducts annual reviews to ensure clients remain on the best plan as needs change
- Provides proactive outreach during AEP to inform clients about plan changes and new options
Education & Advocacy
- Hosts educational workshops, webinars, and community events to demystify Medicare
- Creates easy-to-understand guides and resources for clients
- Acts as an ongoing advocate, ensuring clients maximize their benefits
Technology & Efficiency
- Uses quote and enrollment platforms to quickly compare and enroll clients in plans
- Offers digital tools for plan comparisons and doctor searches
- Provides secure online applications and document management for convenience
Ethical & Transparent Practices
- Puts client needs first—doesn’t push plans based on commissions
- Educates rather than sells, ensuring clients make fully informed decisions
- Complies with CMS regulations and maintains high ethical standards