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Open Enrollment Ahead

Welcome to Open Enrollment 2020! Now is the time to enroll in an insurance plan for 2021. The enrollment period for new plans is October 15 through December 7, 2020. Please read carefully to determine what information pertains to you.

If you have any questions about your enrollment eligibility, if you need to make a change or simply want an annual review, please contact us for a no-obligation consultation. We are happy to answer any questions you may have. How to Prepare for Open Enrollment As you may know, this is an extremely busy time of year for us. We have streamlined our process to serve you better. We can review your plan, explain your options, and enroll in a new plan if needed.

To provide the best possible experience during Open Enrollment, we have created a checklist for you. Follow the steps below to make sure you start off on the right foot:

REVIEW your Annual Notice of Change. This was sent out by your insurance carrier and outlines any changes in the plan for the upcoming year. This includes plan tier, pricing, pharmacy and medication changes.

  • If there are no changes and you want to stay with your current plan, then take no action and your plan will continue.  Let us know if you're staying with you current plan by clicking here.

  • If you want to change your plan or have a review completed, then continue with the next steps below.

​​​​​​​​​​​​​​UPDATE your current prescription drug information. We will be using this year to access your prescription information as it allows for a more accurate comparison.

  • ​​​​​​​If you have a account, we will request your login information. For security reasons, please do not text or email this information.

  • If you would like assistance setting up an account on, we will be happy to help.

  • If you would like to set up the account yourself, click here and follow the instructions to create an account.

  • Once your account has been created:

  • ​​​​​​​Call us at (800) 578-3940 and leave your login info on our secured voicemail -OR- click here to request a call back. Please include the best time to call.

​​​​​​​​​​​​​​WATCH for an email from us. Once we have all your information and have reviewed the available plans, we will send a summary with the most cost-effective plan for 2021 and the plan materials to review.

  • ​​​​​​​You will be able to reply to the email with your questions or schedule a time to talk.

  • Don't worry — if you don't have access to email or prefer to discuss plans by phone or Zoom, we will be able to schedule a meeting after your account has been setup.

ENROLL in a new Part D or Advantage plan. This is the easy part. We will enroll you in the plan of your choice electronically. In most cases, there is no signature required and you'll be ready for 2021.

​​​​​​​ If you have any concerns about Open Enrollment, please be sure to send us a message or call us at

(800) 578-3940.

We'd love to hear from you!

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