Boomer Benefits

I contacted Boomer Benefits about a year before my enrollment period so I could start researching my Medicare options. Following my initial investigating on the Boomer Benefits website Tish P contacted me directly. After answering all my questions, we agreed she would contact me in 1 year, just prior to my enrollment period. In the meantime, I watched the Boomer Benefits videos to learn some of the basics on Medicare and Medicare Advantage plans. Like clockwork Tish contacted me 1 year later to get the process moving. She helped me understand my options and what is available in my area. We scheduled a follow-up appointment for the next week so I would have a chance to review all the information and make a decision. Once I made my decision Tish guided me through the entire process. I found Tish to be extremely knowledgeable, helpful and professional in all our communications. During one of our conversations, she needed to reach out to someone on the Boomer Benefits team to be sure the answer to my question was the correct answer. I am very pleased with my experience with Tish and Boomer Benefits.

Woo hoo! I will be 65 in August and that means I get to make the big Medicare coverage decision. So many people express complete confusion over this choice, and it can be daunting to read all of the information available. Being inundated with calls and mailers from Medicare insurance agents in the months leading up to the start of coverages adds to the sense of confusion and of being overwhelmed. I talked to a few companies, ran the numbers online myself, dug into the Medicare website, etc. to become well informed. I chose to use Boomer Benefits so that I would have a partner in the process and an advocate going forward. I also selected them because my consultant, Nikki K, was a delight to work with. She was professional, well informed, energetic, not pushy, and patient. I recommend Boomer Benefits and Nikki absolutely.

I have been a client of Boomer Benefits since the very beginning of my long journey through the Medicare process. Their team made a potential nightmare simple and easy to understand with their extensive knowledge of how the system functions. Most recently I was informed of a substantial monthly premium increase on my supplemental plan and immediately contacted BB to see what options were open to me. I had the pleasure of conferring with representative Peter M who was able to find me a plan with identical coverage for considerably less money. Thanks Peter! It's awesome to have a go to source for all my Medicare questions without having to deal with insurance companies directly. I would advise anyone just entering the world of Medicare to contact Boomer Benefits and let them do the groundwork. You'll be saving yourself a lot of headaches!

My experience with Boomer Benefits was excellent. My agent, Bill W, was fantastic. He was very patient and helpful, making the process of obtaining a supplement one of the easiest experiences that my wife and I have ever had dealing with obtaining a supplement to our Medicare Part B coverage. I couldn't ask for a better person to deal with, with 24 years of Medicare experience he is very knowledgeable and knew exactly what we needed and what was the best available coverage for us. I highly recommend the use of Boomer Benefits for these needs, especially having Bill W handling this for us, He is kind and patient thoroughly answering all of our questions and definitely will recommend him to anyone who needs to obtain this coverage.

Customer service EXTRAORDINAIRE!!! That's what Natasha R provides for Boomer Benefits!! Her employer(s) needs to know what a treasured employee they have representing their company. On March 31st I contacted Boomer Benefits and explained my issue to representative Eileen who answered the phone and patiently listened to everything I had to say and then told me she would forward my concerns to someone who could assist me. It wasn't long after that I received a call from Natasha. She, too, patiently listened to my billing concerns. They were: 1. Incorrect coding - causing a rejection from Medicare. 2. I started receiving delinquent notices in February of this year for this charge rejected by Medicare which I had paid on the day of service back in May of 2022. Without hesitation or delay Natasha promptly reached out to the company in question, got the information she needed and then immediately reached out to the doctor's office for information needed to rectify the charges in question. (Time was of the essence as the one-year deadline for Medicare (3/24) was rapidly approaching.) What should have been a simple fix has taken six weeks. She patiently called the doctor's office numerous times as they kept telling her they would send the necessary documentation for the bill in question but never seemed to get around to it. Natasha has the patience of Job. She remained in constant contact with me, never once displaying frustration, impatience, or signs of capitulating to my case. Instead, as time was running out, she called me this morning to say that it didn't look like we were going to get what we needed from the doctor's off so we should move to the option of filing an appeal with Medicare before the 5/24 deadline. I was getting ready to dial the company who was billing me to let them know that I had documentation of payment when my phone rang, and it was Natasha again telling me that she had decided to call one more time to see if the company received the necessary documents from the doctor who kept promising to send them. They told her that they made some adjustments to my account, and it now had a zero balance. They would not elaborate if they received what they needed from the doctor's office or if they found the payment that I made a year ago when I was there. I decided to place a call myself and let them tell me that my account had a zero balance. When they did, I asked point blank if they received what they needed from the doctor's office so the insurance company would cover the charges. After some hesitation claiming she had to read the notes, she indeed confirmed that the documents had just arrived a few minutes ago and the bill was now covered by the insurance. GREAT... I then told her she could reimburse the payment I made a year ago. She still insisted that my credit card was denied, and they had not received payment. I told her that I would send her a copy of my bank statement showing payment to them the day I was there. I could not have come to this conclusion without Natasha. Thank you for your dedicated service!!! As long as I am with Boomer Benefits, I will be seeking you out for any assistance, if needed. You ROCK!!!

I found BoomerBenefits.com after I read the book (Kindle) "10 Costly Medicare Mistakes You Can't Afford to Make" by Danielle K Roberts. This is a must-read Medicare book. It has so much important information. As for BoomerBenefits.com, I am very impressed by how good, patient, and knowledgeable Tina K (Medicare Sales Agent) is. Before I contacted BoomerBenefits.com, I had studied Medicare for a while. So, Medicare is not totally brand new to me. What Tina K helped me was... she put all things together, intelligently. I highly recommend BoomerBenefits.com especially with Tina K helps... you will not be disappointed. The good: Honesty, knowledgeable, straight forward, no playing games, no time-consuming, no BS The bad: I have not found yet.

Haley W in Client Services with Boomer Benefits recently helped me reconsider my Medicare Supplemental Plan Type choices and insurance company options and then guided me step by step to make all the changes I had selected. She is patient, clear, very knowledgeable, courteous and dedicated to client satisfaction. Likewise, a couple months ago, Anthony S in Sales for Boomer Benefits assisted me with initial choices in an equally professional and thorough manner. The hand-off from sales to client services was seamless and without any surprises. I also want to highly recommend the book "10 Costly Medicare Mistakes You Can't Afford to Make by Boomer Benefits" co-founder Danielle R. It's essential reading for anyone navigating Medicare at any stage.

My experience with Boomer Benefits, and my underwriter, Billy W was absolutely top-notch when I really needed to have someone explain all things medicare in clear and easy to understand terms. From the wonderful series of videos with Danielle R explaining the pros and cons of the various plans, to the manner in which Billy walked me through the process of signing up to the best plans in my area, it was so reassuring to have that support! I've been sharing my experience with family and friends who are looking for guidance. I know they would benefit greatly from using Boomer Benefits just as I have. It's no wonder that a leading consumer magazine quotes Danielle R in there articles on medicare and social security.

I quickly became overwhelmed by the sheer volume of information about my impending change from employer provided insurances to the Medicare programs. I had waded through the internet quagmire and thought I had it figured out. During my searches, I found Boomer Benefits and decided to take advantage of their knowledge and services. I've already done a review of the service I enjoyed specific to my Parts A, B and C decisions. Then, it was on to Part D. Madison M drew the short straw and was assigned to me, showing great patience with all my questions and getting them all answered to my satisfaction. She was able to identify what we agreed was the best option for me and I couldn't be more satisfied. Now that I've been through this for myself, I know my wife will be starting with Boomer Benefits in 2 years. Thanks To all. Oh, and don't hesitate to take advantage of all the available video options available at the website. You'll know why when you start watching them and stop listening to the TV commercials. I know I must sound like a commercial myself, but, you'll see....

I am new to retirement and am so very grateful for all the assistance BB has been able to provide on my new journey. From first call I felt comfortable and assured I was receiving the very best info regarding all my varied options. Recently had a billing issue between Medicare and my provider. I contacted their client help desk and was introduced to Natasha R. My lucky day, she helped me resolve the issue quickly, always assuring me it would be resolved. She has also done follow up calls to verify all issues are over. Thanks BB for employing such knowledgeable, through,kind employees as Natasha!

Great big shout out to Alexis P at Boomer Benefits for saving me from being sent to collections! Last year I started receiving invoices from a well-known lab telling me that I owed money for some routine bloodwork. Over many months, I spent hours on the phone between the lab's billing department and my doctor's office trying to rectify the situation. Each time my doctor's office would assure me that they had re-submitted and it was all taken care of and, a few days later, the lab would send me another bill saying that I still owed the money. When I went to my doctor's office for an in-person follow-up visit in early December, they insisted that this time it was really taken care of. A few days later I received yet another invoice letting me know that if I did not pay that I would be turned over to collections. In desperation I reached out to Alexis P at Boomer Benefits who calmly assured me that she would get to the bottom of it. A few short weeks later, I am pleased to report that I now owe nothing, and my credit has been saved! Thank you, Alexis P, for saving my sanity and my credit and thank you Boomer Benefits for having such an awesome member on your team!

I’m fairly certain that I’m not alone when it comes to having your phone, email and mailbox all start receiving information and suggestions about signing up for Medicare. All I really knew about it was that my signup date ‘window’ had arrived and that’s about it. With just a single call one of their agents, Jacob C, brought all the information I needed to understand my options and with that clarity came a peace of mind. Together we setup a plan and on the next call began taking the necessary steps. With Jacob’s assistance I now feel confident about my decisions and have gained knowledge about the government’s alphabet soup coverage that I’m going to use down the road as well. If you feel like you are in a swirling river of Medicare information and the waterfall is approaching, call Boomer Benefits to get someone in your canoe to help you navigate through it.

Rachel M is awesome. Saved us $2K+ never thought we could change Medicare supplement plans and save this much. She worked tirelessly through a lot of issues to deliver better than excellent service. Thank you !!!!! I had been turned down in the past when trying to change plans. Rachel was perfect in finding a better company at a lot less cost. Great service and patience. My wife’s change was turned down by the first company mostly because of our mistakes. Rachel found another that worked perfectly saving us a lot of money. The service after the sale with Boomer Benefits is a real plus too.

I began my quest to learn about the possibilities for Medicare a few years ago, before I was actually ready to take the plunge. I came across Boomer Benefits FB Q and A group and decided to learn more. BB also has a lot of great info on their web pages. This fall I finally decided I was going to retire and wanted to complete my applications for my Medigap and Part D Plans. I attempted to contact one of the agents I had been in touch with the previous years when I was still working. Instead, I heard from a different agent- Latisha (Tish) P who readily took over on my case and was able to get me all hooked up. This was all during the mad rush during open enrollment and the beginning of the holiday season through december. And I was needing to be set up by Jan this year. Despite all of the hubbub and our own vacations, we were able to accomplish my goals. Thanks to everyone involved and I really felt valued. And special thanks to Tish.

I needed to see if changing from Medicare Parts A, B and D to an advantage plan would work better for me. Even though Medicare does a good job laying out the information, there’s just a lot of it. I had heard of Boomer Benefits previously and had listened to some of their videos. With that, I contacted Boomer Benefits and within a very short time Leah R. called me. She was very professional, polite, and kind. She listened to what I needed and found the best plan for me. She was very helpful, explained what I would be getting, and followed up on any questions that I had. Leah, thank you. Carol Watson

After receiving statements stating that MCR denied blood work ordered by the physician I made numerous calls to the billing department that failed to correct the coding. I called Boomer Benefis and in comes Janay F. I know this clinic is very frustrating to deal with but Janay kept at it and was successful in getting the coding corrected and the bill paid for by MCR. Boomer Benefits has the very best customer services I have ever known. Janay is brilliant and kept us informed throughout the process, she wasn't going to give up and even went the extra mile in continually following up with the clinic making sure they were working on correcting their error. Thank you Janay and Boomer Benefits for all you do.

My husband and I have received a tremendous amount of help, education and guidance from Boomer Benefits over the past several years. Boomer Benefits also provides a huge service to the entire community of senior citizens in the U.S. by helping us to navigate Medicare, Medicare supplements and Medicare Part D policies, all without charge to us. Today, Jasleen S helped my husband and I during the 2022 Medicare Open Enrollment Period for the year 2023, to find and sign up for the most cost-effective Part D plan available in our area for the medications we are presently taking. Their representatives are well-trained, kind and courteous. I am so glad that for us senior citizens, this company "has our backs."

When I was Medicare eligible I had already researched the quagmire of Medicare when my husband was eligible. I thought I understood a lot but my Boomers Benefits agent a year ago, Jessica Y, patiently answered all my question and finally I got a very clear understanding of the options, the costs, the quality of insurance companies, etc. This year I worked with Sandra Cordova during open enrollment. She also was responsive, direct and very helpful in answering my questions. One major thing I like about BB is they will only represent quality insurance companies in terms of their financial viability and customer responsiveness. They is very important should you ever have a Medicare claim problem. Thank you Boomer Benefits!

I called to learn more about Medicare and my additional coverage options. I talked with Jacob C and asked him all the questions I had prepared during my earlier research regarding Medicare, Advantage, and Supplemental plans. Jacob answered all my initial questions to my satisfaction. We set up a 2nd call date/time for a week later. After more research on my part, Jacob called on the scheduled date and at the exact minute as planned. Again, Jacob was professional, knowledgeable, and most of all, did not hurry me through another round of questions I needed further explanations on. In the end, I was more than happy to sign up through Boomer Benefits with my Supplemental plan.

I received quotes for Medicare Medi-gap and Part D plans from a number of licensed insurance brokers. I ended up going with Boomer Benefits based on their Medicare knowledge and experience. Linda H was wonderful to work with on the Medi-gap plan. Her knowledge of the plans and state specific rules really helped us make a good decision. Juliette T helped us find the best Part D plan for our individual circumstances. She responded right away to all my questions and stayed with us with great follow until our plans were approved and in place. In addition to these two ladies, having a dedicated Customer Service team was really important to me. I couldn't have been happier with our experience. That's why I highly recommend Boomer Benefits! Dan R.

After my wellness medical check and lab work, I received lab billing including charges for PSA lab. After calling my medical office and lab office- both claimed they could do nothing, both claiming it was not their fault for billing errors- "it was the other guy". I contacted Boomer Benefits for help. Jasmine B, client representative, was Boomer B. agent that assisted me: telling me about problems with Medicare errors in billing coding and advising me in which direction to correct billing. Jasmine B contacted my medical office and laboratory billing department to coordinate Medicare billing claim disputes. Jasmine B kept me informed about actions being taken and results. She also phoned me after Medicare paid for lab work and informed no further charges from lab services. It was V ERY NICE to have someone to talk with that was competent and knowledgeable in Medicare billing services to communicate with Medicare and my medical services. Medicare bill coding is very confusing and complicated. I did not even understand Medicare's letter explaining dispute results. It is wonderful to have someone on your side who understands Medicare coding problems and how to resolve them. I just wonder how many other people that were charged for laboratory services should have been paid my Medicare- only because of bill coding error. Thank you, Boomer Benefits, and also Jasmine B for helping me. You saved me over $250.00. D.F.

Janay F helped me appeal a denial by giving me a different code under which my Dr visit was covered. My provider company changed their name and hired a 3rd party billing company that acted like a collection company from the start. They had no interest in helping me solve the problem they created by using the wrong code. I noted they would have gotten the full charge out of me. Medicare covers a fraction of what they charge. No insurance company pays that charge; just people with no coverage. Watch out. The healthcare industry is just another large corporation looking to get as much money as they can. Janay helped me provide all the information necessary and my visit was covered. Saved me $243. I imagine my provider company changed their name to save them from liability for this kind of dishonest, or incompetent behavior. It was a relief to know I had some professional support.

I signed up for Medicare and Anthem Blue Cross (supplemental plan) through Boomer Benefits. When I was denied by Medicare for two claims, I spoke to the Claims Specialist, Elizabeth D and asked for help. She was calm, reassuring, and knowledgeable. She communicated with me through several phone calls and emails to update me on the progress. She worked with me every step of the way. It was comforting to know she had the expertise to help me in resolving the issue. She never made me feel rushed or that I was a bother. She made me feel like I was her only client. I felt like I was in very good hands. It is comforting to know there is someone who is there to help if issues arise. I appreciate the excellent customer service and being treated well.

Following a couple of recommendations I first got in touch with Boomer Benefits a couple of years ago, once I qualified for Medicare but wasn't ready to jump in because still working full-time with benefits. During this time Tyler W has been helping me with any questions, etc. Even though still working I have decided to jump in and this morning Tyler made it super easy to sign up for part G and has sent me the links I need for my employer documentation and Part B application. I am not sure why the government makes it so intentionally complicated, good thing Boomer Benefits can at least streamline it.

I left a 5 star rating on another site 10 months ago when I first got started with Boomer Benefits. I need to update that at this point because I have had 2 surgeries, moved to a new city, changed my name, insurance! What a mess. Boomer Benefits has made it easy for me the entire way. They’ve enabled me to bypass the pain of dealing with insurance companies. The last agent in particular, Julia P, I should mention was able to push through an authorization for me for a necessary medication that neither the doctor or pharmacy could do a thing about. So I thank Julia for that. They have the knowledge if you have the questions. I still do highly recommend Boomer Benefits.