Our 3-Step "No-Fluff" Audit Process
Analyze, verify, and secure.
1
The Performance Analysis
We cut through the confusion by analyzing your current doctors, prescriptions, and budget. We identify where your current plan is underperforming or costing you unnecessary out-of-pocket expenses.
2
The Efficiency Comparison
I scan the entire independent market to find the top-performing plans that fit your specific gaps. No sales pitches; just a side-by-side data comparison showing you the measurable differences in coverage and cost.
3
The Seamless Switch
Once We've identified your optimal plan, I handle the heavy lifting and enrollment paperwork. You get a confirmed, "done-right" transition so you can stop worrying about your healthcare and get back to your life.
I promise a streamlined audit that prioritizes your budget and doctors, ensuring you never pay for coverage you don't need.
Frequently Asked Questions
1 / Can I switch my Medicare Advantage plan after the January 1st deadline?
Yes. From January 1 to March 31, you can use the Medicare Advantage Open Enrollment Period (MA OEP) to switch to a different Advantage plan or return to Original Medicare. This window is specifically designed for those already enrolled in an Advantage plan who need to optimize their coverage for the year.
2 / How much does a professional Medicare plan audit cost?
My Medicare audits are provided at no cost to the client. As an independent broker, I am compensated by the insurance carriers, which allows me to provide unbiased, expert analysis and enrollment support without charging you a consultation fee.
3 / Do I have to notify my current insurance company if I switch plans?
No. When we identify a better-performing plan and complete your new enrollment, the system automatically notifies your old carrier and handles the cancellation. We manage the entire transition to ensure there is no gap in your coverage and no unnecessary paperwork for you.