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Our Services

With more than 50 years of combined experience in medical claims processing, we partner with people and families across the country to make sure they are receiving the most from their healthcare coverage. We'll help you navigate every piece of the medical billing and insurance process, enabling you to spend more of your time on what matters most.


Annual Election Period for Medicare (AEP) 

We'll help you make the most comprehensive coverage choices for your needs every year during the annual Medicare open enrollment period, saving you time and money. Last year our clients saved on average more than $1,300 when making elections for their 2019 coverage. 


Transition from group insurance coverage to Medicare
Retiring? Turning 65 this year? We’ll help you transition from group insurance coverage to Medicare during the Initial Enrollment Period or a Special Enrollment Period. As a Medicare beneficiary, your entitled benefits are unique to you, and we’ll help determine which plan options fit your needs. 


Medical claims processing and billing resolution
Send us your medical bills and Explanation of Benefits (EOBs), and we'll take care of the rest! We'll review all of your healthcare claims and bills, ensuring they are accurate and appropriately processed and that you're not overpaying for your services.


Household Money Management

We can help manage your or your loved one’s personal household finances! As a member of the American Association of Daily Money Managers, our specialist can help pay monthly bills, review credit card statements, manage reimbursement payments, set up a budget, track income and expenses, and more. 


Working with Estates and Guardianships
Our team is a trusted resource for attorneys, accountants and trust departments in processing medical paperwork for estates and guardianships. We'll help finalize any unresolved claims to ensure estates are closed properly and distributions can be made.

Your Next Step

Your healthcare coverage needs are unique to you, and so is our service. Please contact us for a complimentary consultation so we can best serve you. 


We offer most of our medical claims services for a one-time annual fee, which enables us to provide our clients with personalized care without the added stress of billing by the hour or added fees per service. 


We also offer gift certificates for our services, enabling you to give your loved ones the gift of more time and peace of mind.

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