Insurance Sales and Enrollment Support Tool
Personalized and unbiased Medicare sales and service consultations for your VIP clients, or their employees, conducted via phone, webinar, and in-person.
Specifically tailored, individual or group sessions to:
Gain understanding of retiree’s needs.
Provide easy-to-understand information about Medicare and how it precisely applies to the retiree.
Share the types of insurance plans, benefits and costs available in the retiree’s location.
Insurance plans include Medicare Supplement, Medicare Advantage, Prescription Drug Plans, Dental and Vision offered from a wide selection of highly rated carriers including:
Aetna
Anthem Blue Cross
Blue Shield of California
Central Health Medicare Plan
Cigna
Delta Dental
Humana
Mutual of Omaha
Scan Health Plan
Silver Script
Stanford Health Care Advantage
United Health Care (AARP)
Vitality Health Plan of California
WellCare
Gain access to an easy to use web-based support tool for plan comparisons and on-line enrollment.
Guidance for retiree through the entire enrollment process.
Customer service and advocacy continues through the life of the policy.
Licensed to offer plans in California and Arizona.
Medicare is complex, and full of regulations that take time to research. Ease this administrative burden and decrease your stress by working with a Medicare expert and licensed agent.
Individual or group consultations are held in-person, by phone or webinar.
In-person sessions can be held at a location convenient for retiree.
Length of session is typically one hour but there is no limit on time or the number of sessions.
Guidance is provided on going to ensure you make the right decision for your unique needs.
Complete a contact form to schedule an appointment.