Our journey began with a deep commitment to helping Medicare beneficiaries navigate the complexities of their plans. Over the years, we observed how challenging it was for clients to manage their coverage and understand all the intricacies on their own. Research indicates that the majority of Medicare beneficiaries do not have the optimal plan for their needs, leading to unnecessary expenses on healthcare. While we initially focused on meeting with potential clients, showcasing available options, and providing sound recommendations, we quickly realized that this approach alone wasn't sufficient. Numerous market studies highlight that the #1 complaint among Medicare beneficiaries is poor customer service, particularly after enrollment. These individuals often found themselves confused and frustrated, with nowhere to turn for assistance. Determined to address this gap, we set out to become a stronger resource for our clients.
As an agency, we understand that while we cannot change the Medicare system, we can significantly improve how our clients manage it. Today, the simplest part of our job is helping clients enroll, but the real work begins with supporting them throughout the year. This ongoing commitment to client success sets us apart from the competition. Since the launch of our Client Success Total Care Package, we've received outstanding feedback from clients who finally feel supported every step of the way. Our dedication to client service and success means we can't enroll everyone, but those who join us receive exclusive, special treatment. As one of our mantras states, "We are changing the world one day and one client at a time." For us, the size and scale of our business are secondary to the profound impact we have on our clients' lives.
To do what is required AND to do what is right; especially when no one else is looking.
To keep a sustained and consecutive focus on what is true: regardless of appearance.
To have sincere appreciation for all people, places and things of the past, present and future; especially the challenges.
To always look to a brighter future and firmly believe that the best is yet to come.
To set the standard, live the standard, teach the standard, and raise the standard.
To always be active in looking for areas of improvement; especially when it comes to the needs and wants of our clients.
To have autonomy in the expenditure of our time, tasks, techniques, and teams we work with.
To be intentional with everything that we do because what we do has meaning and impacts those we encounter.
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