Question 1

What types of insurance products does the company offer?

Accepted Answer

The company provides a wide variety of insurance products, including individual health insurance, Medicare supplements, Medicare Advantage plans, and Medicare Part D prescription drug plans. They aim to find the ideal coverage to complement each client's lifestyle, budget, and healthcare needs.

Question 2

How does the company help clients choose the right Medicare plan?

Accepted Answer

As an independent agency, the company has the ability to select from a wide variety of insurance products. They conduct a thorough, needs-based analysis for every client to narrow down the options and find the best personalized plan, whether it's a Medicare supplement, Medicare Advantage plan, or a Part D prescription drug plan.

Question 3

What is the company's approach to customer service?

Accepted Answer

The company's experienced, professional, and friendly staff are committed to providing the highest quality insurance products and services to their clients. They work directly with insurance carriers and also utilize resources like Health Sherpa to help clients navigate the insurance landscape.

Question 4

What information is required for the annual review of Medicare plans?

Accepted Answer

For each scheduled review during the annual enrollment period, the company will need an updated medication list from the client and a signed Scope of Appointment (SOA) form. The SOA is a Medicare-required permission slip that allows the agent to speak with the client about their Medicare coverage options.

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Insurance Place

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Frequently Asked Questions about Insurance Place

What types of insurance products does the company offer?

How does the company help clients choose the right Medicare plan?

What is the company's approach to customer service?

What information is required for the annual review of Medicare plans?

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