What We Do


Insurance reviews, advice and transitions:

  • Review and evaluate your current Health and Long Term Care insurance coverage.
  • Manage and help you understand your health insurance and Long Term Care insurance coverage.
  • Consult on current and future healthcare coverage (e.g. company options, moving, COBRA, retiring, Medicare eligibility, children aging off parents plan, and other transitions).
  • Work with adult children to understand and manage their parents’ health insurance and long term care needs.
  • Help with finding or transitioning healthcare coverage and services when moving to a new home/state.
  • Find the best healthcare coverage available for your needs and manage your enrollments (We do not sell)*.

Medical bill and claims management: 

  • Manage medical bills and claims to make sure they are filed and processed properly.
  • Work with healthcare providers and insurance companies to expedite approval of services, claims processing and maximize benefits.
  • Track deductibles, out-of-pocket expenses, and annual healthcare costs.
  • Submit appeals when claims have processed incorrectly or benefits have been denied.
  • Negotiate medical bills.
  • Initiate Long Term Care claims and provide ongoing claims management and advocacy.

Case Management:

  • Care Management services for acute and ongoing health care needs**
  • Help plan ahead and prepare for scheduled procedures, transitions from in-patient facilities to outpatient care settings and refer to appropriate care providers.
  • Interpret benefits and advocate for quality care when clients are receiving healthcare services.
  • Facilitate communication with case managers, doctors and all providers providing services.

Ongoing support:

  • For retainer clients, provide ongoing client services to help with any healthcare or insurance questions or issues.
  • Provide claims management, advocacy services, and an annual review of health insurance coverage.
  • Maintain updated authorizations on file with insurance companies and available to send to providers and professional advisors, so that we can speak on your behalf and advocate for your rights.

*Life/Health Insurance Licenses 

**Registered Nurse / Certified Case Manager / Aging Life Care Advanced Professional