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What are your requirements for switching Medicare Supplement plans?

What are your requirements for switching Medicare Supplement plans?

Rita was referred to Jack Moore by one of his other clients. She had a Medicare Supplement plan already, but was shopping for another company due to an increase in her premiums.

She wanted several things in a new policy before she would consider making a change, and Jack was surprised by her knowledge of Medicare Supplement insurance.

She gave him the following requirements:

  • Competitive price
  • Accepted nationwide
  • Premiums that won't increase due to claims
  • No deductibles
  • Policy can't be canceled by the company
  • No caps on claim amounts
  • Automated claim filing

Rita seemed somewhat surprised when Jack informed her that we had several companies that could meet her requirements. Jack was able to replace her Medigap policy with the same coverage and a lower premium.

Needless to say, Rita was extremely pleased with Jack and Sams/Hockaday.

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