Can you describe a time when you helped a client navigate a complex Medicare issue?

A recent retiree transitioned from Group health insurance to Medicare Supplement coverage. They have called me a few times with claim or coding problems from the hospital billing their prior coverage after they joined Medicare. After calls to Medicare and the hospital, we were able to correct the billing dispute.

Answered by Christopher Boyd on March 4, 2025

Agent Licensed in IN, KY, MI, OH, PA & TN

Answered by Christopher Boyd Medicare Insurance Agent

It's important to have an agent who is experienced and willing to help. I had a client who was on an advantage plan and within the first year had a catastrophic health event. We were able to switch them over to a medigap plan that would ultimately save them thousands of dollars in addition to relieving their stress and giving them peace of mind. This way they could focus on getting better rather than where they were going to get the funds to pay the bills.

Answered by Gretchen Morris on March 4, 2025

Broker Licensed in MN, AZ, FL & WI

Answered by Gretchen Morris Medicare Insurance Agent

Had a woman in need that was Mass health standard level in Massachusetts. I asked her how she was doing and she replied i have not eaten in two weeks! Her being Mass health Standard level she was eligible for our Senior Care option plan. Subsequently had some food delivered and got her some help coming in to check on her...

Answered by Martin Cahill on March 4, 2025

Agent Licensed in MA, CT, FL & 5 other states

Answered by Martin Cahill Medicare Insurance Agent

I helped a client who was losing their Medicaid (Medi-Cal) coverage and was completely overwhelmed. They had no idea what that meant for their Medicare or how they were going to afford their prescriptions. I took the time to walk them through their options, helped them apply for a Medicare Savings Program, and found a plan that covered their medications at a much lower cost. By the end of our conversation, they went from stressed and unsure to relieved and confident. That moment really stuck with me because it reminded me why I love doing this—making sure people don’t have to go through these challenges alone.

Answered by Abbie Choate on March 4, 2025

Broker Licensed in CA & NY

Answered by Abbie Choate Medicare Insurance Agent

Just today. I helped someone figure out how to appeal their healthcare need to their plan. It was not hard for me, but it made their life easier.

Answered by Deborah Bates on March 6, 2025

Agent Licensed in AZ, FL, MN, NM, TX & UT

Answered by Deborah Bates Medicare Insurance Agent

Had a client who was completely confused choosing between Medicare Advantage and Medigap (a Medicare Supplement Plan), worried about costs and whether their doctors would be covered. I broke it down for them, helped them understand their options, found the best fit for their needs, and made sure they didn’t get stuck with unexpected expenses.

Answered by Ruben Trejo on March 4, 2025

Broker Licensed in TX, AL, AR & 27 other states

Answered by Ruben Trejo Medicare Insurance Agent

In a 3 day appointments I helped a 57 year old client who is deemed disabled and Medicare eligible, untangle the mess made by Covered California before he could enroll in a Medicare Medi-Gap Plan and PDP

Answered by Edward Allen on March 4, 2025

Broker Licensed in CA & TN

Answered by Edward Allen Medicare Insurance Agent

The world of an insurance broker is never boring, as each client's situation and specifics are different. I have had many clients that received misguided advice from a 1-800 number or even local Govt organizations before coming to me and ended up in a Medicare Insurance Plan that caused them significant out-of-pocket financial exposure, or they could not see the doctors they wanted to see. I have then provided a thorough explanation of options that were often not explained to them originally and navigated enrollment windows to get them on an insurance plan much better suited for their needs.

Answered by Stephanie Yarberough on March 4, 2025

Broker Licensed in PA

Answered by Stephanie Yarberough Medicare Insurance Agent

I had a client who had several health issues and a very high premium, I was able to help them work through their plan and found a plan that helped to save them money and fill in the gaps so they had complete coverage.

Answered by Erin Stott on March 5, 2025

Agent Licensed in UT, OR & WA

Answered by Erin Stott Medicare Insurance Agent

Client was in a Medicare Advantage plan and recently was told would have to start dialysis, luckily we were able to switch to Original Medicare with a Supplement as secondary, saving him a few thousand dollars.

Answered by Ted Heckel on March 4, 2025

Agent Licensed in CT, AL, FL, NY & SC

Answered by Ted Heckel Medicare Insurance Agent

Can you describe a time when you helped a client navigate a complex Medicare issue?

Question from a Senior: Can you describe a time when you helped a client navigate a complex Medicare issue?

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Can you describe a time when you helped a client navigate a complex Medicare issue?

Question from a Senior: Can you describe a time when you helped a client navigate a complex Medicare issue?

Related Questions

Agent Locator

Medicare Agents HubA non-government resource website

Medicare Agents Hub
A non-government resource website