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Current Clients

While we are happy to help you with any policy administration issues often times is more efficient to have you contact the carrier directly. For your protection carriers limit agents' access to personal information and ability to make changes to plans. If you contact the carrier and are not able to reach a satisfactory agreement please contact us .

Contact Your Carrier

Humana | Anthem | PacifiCare | Golden Rule | Celtic
American Medical Securities | World | Imerica

Tips for Saving Time Working With a Carrier

Have the right information:

  • If you have an application, policy, or member number be sure it's handy when you call your carrier
  • For family plans, be sure you have everyone's basic information i.e. social security number, date of birth, doctor's name and phone number etc.
  • For claims issues, have the hospital/clinic bill in your hand when you call

Contact the right person:

  • You will only frustrate yourself if you have a claims issue and you call a number labeled enrollment.
  • If you aren't sure who to call there is contact information above or you can contact us.

Be proactive:

  • Don't wait until the day before your deadline. Like it or not even simple issues can take a week or more to resolve. 
  • If the carrier has requested medical records you can expedite the process by making a call to your doctor and asking them to make that request a priority.
  • Always write down the name of anyone you speak with and any confirmation number they give you.
 

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Chris Davies, CSA
 

 

 

 

 

 

 

 


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