We get to know each other. On our phone call, we'll ask you a few questions about your needs so your licensed insurance agent will break down how those factors might affect your Medicare enrollment, costs, and coverage.
We walk you through which plan and carrier options are available. We'll go into as much detail as you want, so you understand as much as you want about your Medicare choice. We can even help you enroll, on that call or whenever you feel ready.
We're dedicated to your entire Medicare experience, and that goes beyond enrollment. Your Customer Success Team becomes your personal Medicare concierge, to answer any questions, conduct policy reviews, and even help you work with your Medicare carrier when needed.
SmartConnect provides a broader view of your coverage options by working directly with carriers to see a wide-range available plans and rates in one spot, instead of doing all the research yourself. Our ability to work with so many carriers ensures you’ll never feel forced or rushed into one plan over another.
It all depends on what you need. Our focus is to ensure all your questions are answered and you feel confident about your decision.
No. You are under no obligation to purchase a product. However, if you find something you like, we can help walk you through the enrollment process.
Our goal is to ensure you find the right coverage; we're able to evaluate plans even from carriers we don't represent. If there is truly right fit for you, we will recommend the plan -- even if we don't make a commission.
We want to reiterate this: We believe no one should have to go through Medicare alone. We're here to provide the support you need, even if we don't make money on a plan.
While there are costs associated with enrolling in a Medicare plan -- premiums, deductibles, co-pays, etc. -- our concierge guidance and support is absolutely free to you, as an Edward Jones client.
We get this question a lot: Then how do you make money?
Companies like ours get paid directly from carriers when we enroll a customer in a plan. We work with 14 national carriers, so when you feel ready to enroll in a plan we recommend, we would receive a commission afterward. However, there is no obligation to enroll in a plan -- sometimes, you might just be looking for information or prices, and we're still here to support you.
A benefit of working with so many national carriers is that we have a broad view of the landscape, and almost always have multiple options that could be the right fit for you.
With our in-depth comparison process, we give you a complete view of different insurance companies’ premiums. You’re able to see how much you would spend across the board, and then choose a policy that fits your needs and your budget.
After we enroll you in a policy, the insurance company that provides the plan you selected will reach out with the details on your coverage. Depending on your situation, there may be some underwriting that needs to take place. Our licensed insurance agents are always available to offer assistance and answer any questions you have.
But we don't forget about you after enrollment. Once that happens, you have access to our Customer Success Team, which will periodically reach out to you to make sure you're happy with your coverage, understand how to use your benefits, and answer any questions you may have. Because of that connection, SmartMatch should be your first call every enrollment period — to make sure you're getting guidance and support from a company you trust.
Yes, SmartConnect is available not only for you, but your friends and family as well. Feel free to refer them to us!
