WHO ARE WE?
1. Your staff. You employ our specialists who handle data management, customer service, and disclosure requirements concerning the Medicare portion of your client's award.
2. We use proprietary methods to research your client's Medicare award and turn health insurance nuisance calls into customer service opportunities leading to referrals. This satisfies your fiduciary duty to assist each client in understanding their Medicare award.
3. We perform a compliant referral to a third-party insurance agency.
4. We manage all of the awarded data and ensure timely outreach when your client needs help with Medicare.