It's the service that counts!
Serving Your Insurance Needs Since 2011
2024 Medicare Annual Enrollment Period
Ended 12/01/2023
I need help inputting my RXs online!
No worries. We have you covered and are here to help!
If you are a current Senior Part D or MAPD client
And you need to send us your prescriptions for AEP 2024, request your own secure upload link here! No more paper.
If you are not a current Senior client
But would like us to review your prescription drug plan or medicare advtange plan options for AEP 2024, send us your info securely here
Did you know that each year you can make changes to your Part D or Medicare Advantage Plan? This can be done during the Annual Enrollment Period which runs from October 15th- December 7th each year.
Part of the service we provided as your agent is to review your drug plan with you each year to make sure you are on the most cost-efficient plan for your prescription needs.
In September you will receive a newsletter from our office advising you of this along with a prescription form.
However, our preferred prescription submission option method is via secure upload.
If you are a current client, you can request this link here.
If you are a new to us client Part D client, please go here to input your information. Please only use this link if you are a new client.
If you are a new to us client Medicare Advantage client, please go here to input your information. Please only use this link if you are a new client. Note: you will be asked if you have Medicaid on this screen. This is Medi-Cal in the state of California.
If you are unable to use the electronic submission, we have a fillable PDF which you can return it to us here.
If you have not already signed up for a Part D plan, this is also your opportunity to do so!
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Follow this easy how-to video here.
Please print, complete where marked and send this Scope of Sales Appointment form back to us ASAP! You can use this upload link, or email, fax or mail!