What You Can Expect From Me
You work with me directly
Clear, straightforward guidance
Check-ins throughout the year
Annual coverage review each fall
Save my contact information
Reach out whenever you have questions or need help.
Tell me when major changes happen with your doctors, prescriptions, address, or health diagnoses.
Share my contact with a friend or family member
Have them reach out to me directly when they’re ready
I’ll give them the same clear, personal service I give you
I can't contact referrals first--they need to reach out to me directly.
Review your plan mail, ID cards, and important notices.