Our family style service is to sit down with our clients in the comfort of their homes, coffee shop or officeand listen to their needs. We want to make sure our clients are comfortable and at ease to help make the right decisions. If customers can’t find it, it doesn’t exist. Clearly list and describe the services you offer. Also, be sure to showcase a premium service.
Our second step is to explain in detail how Medicare works. Most people do not understand the nuances of Medicare and how it could affect their choices. Is travel important, specific Doctors, Specialists, price, are a few of the needs to make the right choice.
The third step is to explain the difference between the options. As a Broker we have multiple insurance companies to choose from. Whether the client is considering a Medigap (Supplement) or a Part C (HMO, PPO, Advantage Plan). Just trying to understand the options is confusing enough
Step four is to make the right choice. There are several decisions that need to be made in order to make sure you have the right coverage. Everyone's situation and needs are different based on their age, health, financial flexibility. Spouses may even differ in their insurance needs. Our goal is to make sure we ask the right questions
As a full time Medicare brokerage we are here all year round for our clients. Our Brokerage reviews with you each year that the coverage you have remains to be the best coverage for you each year.
Whether you use a Broker, or do it yourself the product and the pricing is the exact same. The benefit of using a Broker is if you run into problems with the insurance company the Broker can be your advocate rather than taking it aon yourself.