Finding the right Medicare agent can simplify the complex process of navigating Medicare plans. In this session, we discussed how to locate a specialized Medicare agent, key questions to ask when choosing one, and what to expect in terms of service. A knowledgeable agent can be a valuable resource in ensuring you have the right coverage for your needs.

Key Takeaways and Next Steps:

Ways to Find a Medicare Agent

Search online using terms like "Medicare agents near me."
Ask for recommendations from friends, family, or financial professionals.
Contact SHIP (State Health Insurance Assistance Program) counselors for free, unbiased guidance.

What to Look for in an Agent

Ensure the agent specializes in Medicare, not just general insurance.
Check how many Medicare plans they manage annually. Agents with a higher number of placements usually have more experience.
Ask if they represent multiple insurance carriers to provide a wider range of options.

Evaluate Support and Services

Consider the size of their agency—do they have a team to back them up if they’re unavailable?
Ensure they’ll provide ongoing support, not just during enrollment but throughout the year.
Look for an agent who will help with future needs, such as updating your plan or answering questions about bills or drug coverage.

Benefits of Working with a Medicare Agent

Medicare agents are compensated by insurance companies, so their services are typically free to you. Having a trusted agent can be beneficial when navigating Medicare's complexities, and they can help you avoid common mistakes.