What Do I Need to Do Next?
Within the next 24 hours, you will receive an email with a link to your Secure Service Portal.
In your Secure Service Portal, you will:
💻 Medicare Appointment – Zoom or Phone
What to Bring to Your Appointment
To help us make the most of your appointment, please bring the following items with you:
Within the next 24 hours, you will receive an email with a link to your Secure Service Portal.
In your Secure Service Portal, you will:
- Complete your required Scope of Appointment Form
- Enter or update your prescription medications
- Enter the doctors you currently see
💻 Medicare Appointment – Zoom or Phone
- Zoom is preferred whenever possible because it allows me to share my screen with you and review Medicare information and plan options together.
- For the best Zoom experience, please use a computer or tablet. Cell phone screens are often too small to comfortably review and compare plan information.
- Please make sure you have access to your personal email account during the appointment. You may need to access your email to complete required remote signatures. Please use your own individual email address, not a shared email address. Medicare applications may be rejected if the email address does not belong to the applicant.
- Important: All Medicare appointments conducted by Zoom or telephone are recorded as required by CMS.
What to Bring to Your Appointment
To help us make the most of your appointment, please bring the following items with you:
- Your Medicare card
- Your Medicaid card, if applicable
- A current list of your prescription medications
- A list of the doctors you currently see
