As we gently ease out of what has felt like a whirlwind of a season, my thoughts naturally turn to reflection. What worked well, what areas can we enhance, and how can we further refine our customer service experience for you, our valued clients? It’s a time of introspection.
This season posed some initial challenges with our phone and text functionalities, and we also encountered some hiccups with our CRM system. However, I want to assure you that these changes are being made with one person in mind – you, our dear client.
Each annual election period presents its own unique set of circumstances, distinct from the last. This year, we found ourselves addressing concerns raised by many of you regarding online videos criticizing Medicare Advantage Plans. In response, my stance remains unwavering. The
beauty of our region lies in the diversity of plan offerings, allowing Medicare recipients to choose options tailored to their specific needs and budget.
Good ol’ Joe Namath grace our TV screens once again, along with the usual flurry of advertisements extolling the virtues of various plans. But at the heart of our mission is ensuring that our clients are informed, comfortable, and confident in their choices, knowing they have a dedicated team of allies at their service. As I often point out, please do not ask me for football coaching advice, and don’t ask Joe for insurance advice – LOL
Our concept of the client success specialist was born from our desire to offer that rare “concierge” level of service that can be hard to come by. Always remember that our team is here to assist you, not just during the annual election period, but throughout the entire year.
One recurring concern we’ve heard is the confusion that can arise when you receive a card from one carrier and then switch to another. Rest assured, for those of you who have switched plans, the effective date is not until January 1, 2024. Some carriers may not have been notified by Medicare of this change just yet.
Lastly, we understand the overwhelming influx of mail, calls, and emails can trigger a case of FOMO – the Fear of Missing Out. When that FOMO strikes, don’t hesitate to give us a call. We are here to clarify any benefits that might not be entirely clear.
Your referrals mean the world to us. We owe much of our growth to your kind recommendations and the trust you’ve placed in us. Thank you for your continued support.
Cindy Santos-Mendoza
West Compass Insurance
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For more information about Medicare visit: https://westcompassinsurance.com/medicare-basics/