Agents: Would you like a more consistent and efficient process for gathering information from new Medicare clients?
Our all-new Medicare Needs Analysis form can help!
With this short, intuitive form, you can quickly capture essential information about beneficiaries and their spouses, without forgetting key questions such as:
- Existing coverage, effective dates and costs
- Service preferences
- Tobacco usage
- Creditable coverage
- Budget
- Travel
- Doctors, prescriptions and medical concerns