How can you assist SBS clients?
Policy Owner Services has two main responsibilities. First, we help get applications issued. Second, we provide any customer service requested after the policy is issued including replacing ID cards and/or policies, providing proof of policy, assisting in changing any customer information needed, etc. If I cannot get you what you need, I will find someone who can!

What are 3 words that describe you?
I would say that I am compassionate, caring, and helpful.

What do you like to do in your spare time?
I spend a lot of time watching my son play sports. Since my time outside of work belongs to my son, his hobbies become my hobbies!

What is your favorite comfort food?
Taco Tuesday is definitely a favorite in my household, tacos always brighten my day!!!

Who has inspired you the most either personally or professionally?
My grandmother, she was a very wise woman.

We Make Medicare Easy.

Flexibility with Choice

  • Compare Benefits from 50+ Plans
  • Help with staying in Preferred Network
  • Check for lower Premium + Prescription costs

Commitment to Service

  • Medicare 101 Education + Market Updates
  • Assistance with Eligibility + Enrollment
  • Annual Reviews

Customer Support

  • Filing Claims + Prescription Reimbursements
  • ID Card Requests
  • Bank Draft or Policy Questions

REQUEST AN APPOINTMENT

Our consultations are completely free. We're here to help you better understand your benefits and coverage. We offer in-person meetings and phone appointments as well. If you'd like to explore your options or if you have any questions, please fill out the attached form: