We get to know each other. On our phone call, I'll ask you a few questions about your current health insurance needs, your anticipated future needs, your budget, and more. Then, I will break down how those factors might affect your Medicare enrollment, costs, and coverage — so you know what to expect when we evaluate plans.
Once I've gotten to know your needs, I'll walk you through which plan and carrier options are available. I'll go into as much detail as you want, so you understand as much as you want about your Medicare choice. My services are obligation-free, but if you do find an eligible plan with the coverage you want, I'll help you enroll on the spot — or whenever you feel ready to do so.
We're dedicated to your entire Medicare experience, and that goes beyond enrollment. In addition to myself, you'll have access to your personal Customer Success Team to answer any questions, conduct policy reviews, and even help you work with your Medicare carrier when needed. Think of us like a Medicare concierge, so you never have to go through this process alone.
There are other ways to shop for Medicare plans — you can go to Medicare.gov to search for plans yourself, or go directly to insurance providers to see what they offer in your area.
But SmartMatch provides a broader view of your coverage options by working directly with carriers to see a wide-range available plans and rates in one spot, instead of doing all the research yourself. Our ability to work with so many carriers ensures you’ll never feel forced or rushed into one plan over another.
Insurance companies want you to be satisfied with your coverage and service. They also know from working with us in the past that our team is dedicated to finding a plan that fits each individual. When you feel confident in your coverage decision, the carriers have a better chance of getting a happy customer. Because of that, a variety of carriers make sure they’re included in our comparison process.
It all depends on what you need. Our focus is to ensure all your questions are answered and you feel confident about your decision.
No. You are under no obligation to purchase a product. However, if you find something you like, we can help walk you through the enrollment process.
With our in-depth comparison process, we give you a complete view of different insurance companies’ premiums. You’re able to see how much you would spend across the board, and then choose a policy that fits your needs and your budget.
After we enroll you in a policy, the insurance company that provides the plan you selected will reach out with the details on your coverage. Depending on your situation, there may be some underwriting that needs to take place. Our licensed insurance agents are always available to offer assistance and answer any questions you have.
But we don't forget about you after enrollment. Once that happens, you have access to our Customer Success Team, which will periodically reach out to you to make sure you're happy with your coverage, understand how to use your benefits, and answer any questions you may have. Because of that connection, SmartMatch should be your first call every enrollment period — to make sure you're getting guidance and support from a company you trust.
You can help someone find a Medicare plan, but you must have legal authority to enroll them in a plan.
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