Partnering

TOGETHER

Why Medicare? Why Now?

11,000 people turn 65 every day and become eligible for Medicare.

Medicare is an increasingly important aspect of your client relationships.

Increase client retention & revenue.

Help your clients through this confusing and complex process.

Improve the lives of your clients by working with out team

Our trained and licensed agents can guide your clients through every step.

Learn how we can partner together to serve your clients.

I've worked with property & casualty agencies for years helping them better serve their clients with proven systems. I love helping an agency provide new solutions for their clients without requiring more work on their part.

Ricci Nelson
1,827 Reasons to partner with us...

$1,827 - That's how much we saved each client this year.

Every single year we review everyone's medications to see if their current plan is the right one for next year. Most Medicare agents don't do this and it could cost your clients. We saved one person over $30,000 on her medications thanks to this review.

Our Process

FOR SERVING YOUR CLIENTS

INTRODUCTION

INTRODUCTION

All of your clients we work with with receive a introduction call where we will perform a FREE Medicare review to help them understand how to get onto Medicare or how to save the most money with their current plan.

WELCOME PACK

WELCOME PACK

After we help your clients find the right plan for them we will send them a welcome pack with everything they need to know about their plan and working together with us.

COMMUNICATIONS

COMMUNICATIONS

We will be in touch with your clients every step of the way in helping them find the right Medicare solution. We'll also poractively reach out to you other clients that qualify for Medicare.

ENROLLING & SERVICE

ENROLLING & SERVICE

We walk your clients through every step of enrolling into the plans they need. Then, every year we will review their plan to save them as much money as possible.

What's Most Important

IS YOUR RELATIONSHIP WITH YOUR CLIENTS

OUR PARTNERSHIP PROGRAM INCLUDES...

We will provide an exclusive 800 number for your clients only. This way they have direct access to the member advocate team dedicated to them.

With our new partnership we will provide you with an introduction email/letter that you can send to all your Medicare aged clients explaining to them how you can further serve their needs.

This training and support can be with you or your CSRs. It is designed to ensure you are leveraging all we have to offer to your benefit and serving your clients.

We don’t need to help all your clients. Just the ones eligible for Medicare. Your clients can be introduced to us when they are turning 65 years old, retiring, moving, or adjusting their home and auto policies because of a life change.

Your agency will be given an email marketing program that will systematically market to your clients on your behalf without you having to life a finger. If you like, you can piggy back on this program and add your specific marketing. Everything that goes to your clients will be branded to your agency.Toggle Content

We will dedicate a team to serving your clients once they sign up for Medicare. This way you can ensure your clients about who they will be working with and we can maintain the personal relationship you have already established.

Helping You Find Leads

WITHIN YOUR AGENCY

Clients Nearing Retirement
Retiring comes with lots of changes in your clients' lives. Often, this is the first time most people will ever buy their own health insurance. Most people get their coverage through their company so this can be an overwhelming experience. We make Medicare simple and we have your clients covered.
Clients Over 65 Losing Coverage
People are working longer than ever before and some of your clients may lose their current coverage for a number of reasons. We can help guide them in the steps they need to take to make sure they get the coverage they need at a price they can afford.
Clients Over 65 That Moved
Moving can cause a special election when someone may need to make a change to their Medicare plan or prescription drug coverage. Not evaluating new options could cost your client thousands. We can help them find the right coverage at their new home.
Clients Turning 65 Years Old Soon
Regarless if someone is going to continue to work, will retire, or already is retired, they need to take steps with their Medicare plan. The wrong steps could lead to life-long penalties and being without coverage. We can help someone sign up for Medicare, search all the plans available to them, save them money on their medications, and keep their doctors.
Clients On Disability
If you have clients below age 65 that have been on disability for 24 months then they are eligible for Medicare. It's vital they select the plan that suits their needs and we can help them, or their caregivers, evaluate all the options available.
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Contact

LET'S TALK - TWO WAYS TO CONNECT

Rich Ison

MANAGING PARTNER

415.583.9492

[email protected]

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