Referrals

Refer a friend, client, or colleague today...
WE'D LOVE TO HELP!

Refer An Individual

  • Individuals
  • Families
  • Small Business Owners
  • Severing Employees
  • Medicare Eligible Employees
  • Retiring Employees
  • Dependent Alternative Coverage

Services

  • Consulting and Strategic Planning
  • Provider Research and Coordination
  • Enrollments and Applications
  • Rx Research
  • Financial aid & cost containment
  • Account Set Up and Maintenance
  • Annual Renewal and updates

Areas of Expertise

  • Original Medicare Parts A & B
  • Medicare Part D (Prescription Drugs)
  • Medicare Supplements
  • Medicare Advantage
  • Individual Health Insurance (Marketplace)
  • Individual Health Insurance (Off Exchange)
  • COBRA
  • Medicaid (SoonerCare)
  • Family Group Health Benefits
  • Alternative Options (Short Term, Health Sharing...)

Refer And Advisor

  • Group Health Brokers
  • Financial Advisors
  • CPA's and Accountants
  • P&C Agents
  • PEO's
  • HR Outsourcing Organizations
  • Attorneys

Services

  • Client Consulting
  • Joint Case Work
  • Targeted Marketing
  • Group Client Consulting

Areas of Expertise

  • Original Medicare Parts A & B
  • Medicare Part D (Prescription Drugs)
  • Medicare Supplements
  • Medicare Advantage
  • Individual Health Insurance (Marketplace)
  • Individual Health Insurance (Off Exchange)
  • COBRA
  • Medicaid (SoonerCare)
  • Family Group Health Benefits
  • Alternative Options (Short Term, Health Sharing...)

Refer An Employer

  • Employers
  • Non-Profits
  • Executives
  • Operations
  • HR Directors
  • HR Professionals
  • Managers

Services

  • Employee Consulting
  • Employer Consulting
  • Employee Presentations
  • Spouse / Dependent Consulting
  • Employer Plan Coordination
  • Offboarding Coordination
  • COBRA Coordination

Areas of Expertise

  • Original Medicare Parts A & B
  • Medicare Part D (Prescription Drugs)
  • Medicare Supplements
  • Medicare Advantage
  • Individual Health Insurance (Marketplace)
  • Individual Health Insurance (Off Exchange)
  • Medicaid (SoonerCare)
  • COBRA
  • Family Group Health Benefits
  • Alternative Options (Short Term, Health Sharing...)

Our Free Client Process...

  • Discovery: we take the time to understand the situation at hand so the right strategy and plan of action can be established.
  • Options: We help our clients understand all options available... the pro's and cons of each, the benefits and the price.
  • Strategic Recommendations:  We work through multiple scenarios depending on the client's medical, financial, and provider needs to f5fafd the right strategy for their healthcare.
  • Action Plan: Once you know what you need, you need to know how to get it.  We map out the exact process that our clients need to take to get their strategic plan in place.