We’re the experts, so you don’t have to be

Help clients manage health care costs in retirement by referring them to Medicare BackOffice. Our Licensed Insurance Agents can walk them through their initial enrollment when they turn 65 and review their Medicare Supplement, Medicare Advantage and Part D Prescription Drug plans annually — a critical step to keeping costs in check, because premiums and drug formularies can change each year. You can also help them avoid costly late-enrollment penalties that can linger for years.

Talking about life insurance and annuities with clients naturally can lead to discussions about their health conditions and health care expenses. When Medicare-specific questions arise, refer clients to Medicare BackOffice for the answers.

Consumers often turn to their existing insurance agents for advice on other insurance products. Be prepared — register now with Medicare BackOffice so you can help your existing clients who might seek your advice. You’ll get a referral fee if they buy a Medicare health policy.

If you have clients or friends who reside in states where you’re not licensed to sell Medicare health plans or you’re not certified to offer Medicare Advantage-Prescription Drug plans, simply refer them to Medicare BackOffice. If they buy a Medicare policy, you earn a referral fee. We only discuss Medicare health plans with your clients, so no cross-selling involved!

Demand for retirement guidance remains high. If you are in regular contact with people nearing their Medicare enrollment and are not a licensed insurance agent specializing in Medicare, we can help. Our services will assist and guide pre-retirees in the right direction to transition from their existing plans to Medicare — all at no cost to you or them.