Find the Right Coverage for Your Clients
As part of our continuing effort to simplify Medicare sales for agents, we created our Medicare Needs Assessment form to help you determine a client’s needs and guide them toward the right coverage.
The form helps you document:
- Current coverage.
- Additional cost considerations.
- Prescription needs.
- Whether physicians are in or out-of-network.
- A broad view of the client's overall health and coverage needs.
- The selected plan and any additional requirements.
Our Medicare Needs Assessment is available in both printable and fillable PDF formats. Choose whichever is most convenient, or download both and be ready to serve clients in any situation.
