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.
- 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.
Take a Sneak Peek:
