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How to Spot Ideal Referrals
You Get the Credit When We Help Your Clients
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With insurance agents licensed, contracted and certified in all 50 states, Medicare BackOffice® is positioned to help our partners in a variety of situations you may run in to. Review these referral opportunities, so you can start referring right away — and getting the credit for our hard work!
Who to Refer
- Clients age 64 and older
- Middle- to upper-middle-income clients
- Married or single clients planning for retirement
Have someone in mind?
Listen for Referral Opportunities
Clients’ comments in passing can now be opportunities for you to help, such as when you hear them:
- Mention the addition of a costly medication
- Ponder whether to stay on an employer’s health plan or enroll in Medicare
- Question whether to enroll in Medicare Advantage or Medicare
- Wonder which Medicare Supplement or Part D Prescription Drug plan to choose
- Mention the rising cost of health care and Medicare premiums
- Consider skipping enrollment in Medicare Part B or Part D
When to Refer
When you’re in situations where you can’t help clients with Medicare issues, refer them to us, such as when you:
- Don’t work with Medicare at all but want to connect a client with knowledgeable people who do
- Work with Medicare in a limited capacity (Medicare Supplement only)
- Aren’t licensed to offer health insurance
- Aren’t licensed in a particular state or aren’t contracted or certified with a particular carrier
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For licensed agent/advisor use only. Not for use by the general public.
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