Placing Your First Call

When it comes to Medicare, some of our clients are just a few months away from signing up and some are years. That’s fine with us! No matter what stage you’re in, we’re here to guide you.

To get started, we want to know what you know about Medicare or other plans. We realize that everyone’s experience and understanding are different. Some might still need us to explain the basics and some may have been covered for years but are looking to make a switch.

Once we’ve established that, we will work on pricing out and comparing policies. We take the time to explain why one company is different from another and what might be the best fit for you.


Selecting A Policy

In some cases, our clients are ready to decide their first call. Others need more time. That’s OK! We won’t hang up until you have our direct contact info so you can reach the same agent you started with.

If we don’t hear back from you, we’ll follow up. We know you’re busy, but we also don’t want you to miss important deadlines, especially with Medicare.

When you’re ready to move forward, we’ll work with you to purchase a policy right then and there. Often, we even share screens to collaborate as we make selections and complete the process.

To speak to our Policy Guides, please call us at 888-414-4547.