Brooks Boyd

Brooks Boyd Email and Phone Number

Independent Agent | Founder and President | Insurance | Medicare | Supplements | Medicare Advantage @ Senior Savings Organization - Referral Partners - CPA's, CFP's - Financial Advis
Houston, TX, US
Brooks Boyd's Location
Houston, Texas, United States, United States
Brooks Boyd's Contact Details

Brooks Boyd personal email

n/a

Brooks Boyd phone numbers

About Brooks Boyd

➡️ 𝑾𝑯𝑶 𝑰 𝑨𝑺𝑺𝑰𝑺𝑻: I work with CFP's, financial and wealth managers, CPA's, tax professionals, P&C Agencies, HR Directors and others looking to provide a more robust experience for their customer bases. My expertise in regards Medicare allows these professionals to focus on what they do best while still giving their clients added value.➡️ 𝑴𝒀 𝑬𝑿𝑷𝑬𝑹𝑻𝑰𝑺𝑬: I am an Independent Agency Owner, with a focus on helping seniors eligible for Medicare make the best possible choices when it comes to Medicare Supplements and plans. Through careful cost-benefit analysis, I can help consumers and their spouses still using group benefits analyze whether Medicare and its various supplements would make better sense in terms of finances and coverage. ➡️ 𝑯𝑶𝑾 𝑰 𝑫𝑶 𝑻𝑯𝑰𝑺: I give your clients unbiased opinions for their Medicare plan options. I am appointed by different insurance companies and I can recommend a plan that fits their budget and needs.➡️ 𝑴𝒀 𝑷𝑹𝑶𝑪𝑬𝑺𝑺: My goal is to provide unbiased information, informing and empowering consumers in their choices when it comes to their Medicare supplement coverage and that can mean not changing anything, so they never feel pressured. ➡️ 𝑾𝑯𝑨𝑻 𝑶𝑻𝑯𝑬𝑹𝑺 𝑨𝑹𝑬 𝑺𝑨𝒀𝑰𝑵𝑮: I’ve been to three different Medicare educational seminars and attended a lunch and learn at my company that Brooks gave. I learned more at his workshop that the others combined. Jaye M.Understanding personal needs to get the best coverage. Very professional. Dr. Clara.Saw John tonight, he was very complimentary of your work! Lonnie J. (referral partner).I went from Plan F to Plan G and saved over $40 per month. Wayne M.➡️ 𝑴𝒀 𝑩𝑨𝑪𝑲𝑮𝑹𝑶𝑼𝑵𝑫: With over 30 years in the insurance industry, I have the knowledge and expertise to help navigate the confusing maze of Medicare and all the options available to consumers and help avoid the pitfalls and penalties that may occur when making the wrong decisions.

Brooks Boyd's Current Company Details
Senior Savings Organization - Referral Partners - CPA's, CFP's - Financial Advis

Senior Savings Organization - Referral Partners - Cpa'S, Cfp'S - Financial Advis

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Independent Agent | Founder and President | Insurance | Medicare | Supplements | Medicare Advantage
Houston, TX, US
Employees:
1
Brooks Boyd Work Experience Details
  • Senior Savings Organization - Referral Partners - Cpa'S, Cfp'S - Financial Advis
    Independent Agent | Founder And President | Insurance | Medicare | Supplements | Medicare Advantage
    Senior Savings Organization - Referral Partners - Cpa'S, Cfp'S - Financial Advis
    Houston, Tx, Us
  • Senior Savings Organization - Referral Partners - Cpa'S, Cfp'S - Financial Advisors - Money Managers
    Independent Agent | Founder & President | Insurance | Medicare | Supplements | Medicare Advantage
    Senior Savings Organization - Referral Partners - Cpa'S, Cfp'S - Financial Advisors - Money Managers Oct 2015 - Present
    ➡️ 𝑯𝑬𝑹𝑬 𝑰𝑺 𝑾𝑯𝑨𝑻 𝑰 𝑫𝑶: I give your clients unbiased opinions for their Medicare plan options. I am appointed by different insurance companies and I can recommend a plan that fits their budget and needs.➡️ 𝑾𝑯𝑶 𝑰𝑺 𝑻𝑯𝑰𝑺 𝑭𝑶𝑹 | 𝑰𝑫𝑬𝑨𝑳 𝑷𝑨𝑹𝑻𝑵𝑬𝑹𝑺: CFP’s, Financial Planners, Financial Advisors, Wealth Managers who don’t specialize in Medicare options for their clients.CPA’s and other tax professionals who are looking for a partner to add a valuable service to their business.P&C Agency Owners who don’t have the time to add Medicare Supplements as another line of coverage but can benefit from outsourcing to find that expertise.➡️ 𝑯𝑬𝑹𝑬 𝑰𝑺 𝑯𝑶𝑾 𝑰 𝑫𝑶 𝑰𝑻: The benefit for using me to outsource your Medicare expertise:• Shop Medicare plans with all the major carriers.• Collective data on carriers such as rate trends and stability. • Billing errors corrected and write Medicare appeals for claims.• Back-end support you cannot get directly from the insurance companies.• Specialize in Medicare products.• Knowledgeable about Medigap underwriting.• Annual reviews for coverage of prescription drug plans.• Cost/benefit analysis for clients 65 and over on group health plans.➡️ 𝑻𝑯𝑬 𝑹𝑬𝑺𝑼𝑳𝑻𝑺: In the end, my customers find they know their options, have better coverage, save money, and have confidence that their providers and medications will be covered. We bring clarity to the process by ensuring shoppers are able to make an educated decision on the coverage that makes the most sense for their unique situation and preferences.Clients have peace of mind that they’ve made the right decision and have the best value for the coverage they feel makes the most sense for them.
  • Senior Savings Organization - Case Study - Social Security Office
    Case Study - Social Security Office
    Senior Savings Organization - Case Study - Social Security Office Oct 2015 - Present
    Houston, Texas, Us
    ➡️ 𝑪𝑨𝑺𝑬 𝑺𝑻𝑼𝑫𝒀 - 𝑺𝑶𝑪𝑰𝑨𝑳 𝑺𝑬𝑪𝑼𝑹𝑰𝑻𝒀 𝑶𝑭𝑭𝑰𝑪𝑬: ➡️ 𝑻𝑯𝑬 𝑷𝑹𝑶𝑩𝑳𝑬𝑴: Client was given incorrect and misleading information by an untrained volunteer at her local Social Security Office. She was told she needed to make a decision on which supplemental plan she was going to purchase before she applied for Part B of her Medicare (she already had Part A). ➡️ 𝑻𝑯𝑬 𝑬𝑿𝑷𝑬𝑪𝑻𝑨𝑻𝑰𝑶𝑵: Client was very confused and intimidated by the request. I told her I would take her through the process every step of the way and assured her what she was being told was incorrect. ➡️ 𝑻𝑯𝑬 𝑺𝑶𝑳𝑼𝑻𝑰𝑶𝑵: I shopped the major carriers for her and educated her on the different Medigap plans and how they differ. ➡️ 𝑻𝑯𝑬 𝑹𝑬𝑺𝑼𝑳𝑻𝑺: She is now in a plan that fits her needs and she now realizes that working with an expert in Medicare and with someone who she can trust as opposed to a untrained volunteer and the Social Security Office give her peace of mind. ➡️ 𝑾𝑯𝑨𝑻 𝑻𝑯𝑬𝒀 𝑺𝑨𝑰𝑫 𝑨𝑩𝑶𝑼𝑻 𝑰𝑻: I was being pressured into making a decision I didn't need to make at the time. With Brooks' help I now feel I have someone looking out for me.
  • Senior Savings Organization - Case Studies - Tier Exceptions
    Case Study - Tier Exceptions
    Senior Savings Organization - Case Studies - Tier Exceptions Oct 2015 - Present
    ➡️ 𝑪𝑨𝑺𝑬 𝑺𝑻𝑼𝑫𝑰𝑬𝑺 - 𝑻𝑰𝑬𝑹 𝑬𝑿𝑪𝑬𝑷𝑻𝑰𝑶𝑵𝑺 ➡️ 𝑻𝑯𝑬 𝑷𝑹𝟎𝑩𝑳𝑬𝑴: Client had generic drugs classified in a “brand” tier. Client was struggling to pay their monthly drug cost. ➡️ 𝑻𝑯𝑬 𝑬𝑿𝑷𝑬𝑪𝑻𝑨𝑻𝑰𝑶𝑵: To appeal to the insurance company and get the drugs reclassified to Tier 1 generic and out of the brand name Tiers. ➡️ 𝑻𝑯𝑬 𝑺𝑶𝑳𝑼𝑻𝑰𝑶𝑵: I worked with the client and the insurance company to appeal and reclassify the generic drugs. The generic drugs were reclassified to Tier 1 from Tier 3 and Tier 4. ➡️ 𝑻𝑯𝑬 𝑹𝑬𝑺𝑼𝑳𝑻𝑺: Client saved over $240 per month in RX costs using the Tier exceptions. ➡️ 𝑾𝑯𝑨𝑻 𝑻𝑯𝑬𝒀 𝑺𝑨𝑰𝑫 𝑨𝑩𝑶𝑼𝑻 𝑰𝑻: Without Brooks’ help I would have had a hard time paying for my medications. I am so grateful for him!
  • Senior Savings Organization - Book A Call
    Book A Call
    Senior Savings Organization - Book A Call Oct 2015 - Present
    ☎️ 𝟕𝟏𝟑-𝟗𝟐𝟕-𝟖𝟖𝟕𝟐📧 𝐛𝐫𝐨𝐨𝐤𝐬@𝐬𝐞𝐧𝐢𝐨𝐫𝐬𝐚𝐯𝐢𝐧𝐠𝐬𝐨𝐫𝐠𝐚𝐧𝐢𝐳𝐚𝐭𝐢𝐨𝐧.𝐜𝐨𝐦📅 𝐡𝐭𝐭𝐩𝐬://𝐜𝐚𝐥𝐞𝐧𝐝𝐥𝐲.𝐜𝐨𝐦/𝐬𝐞𝐧𝐢𝐨𝐫𝐬𝐚𝐯𝐢𝐧𝐠𝐬𝐨𝐫𝐠𝐚𝐧𝐢𝐳𝐚𝐭𝐢𝐨𝐧
  • Allstate
    Regional Sales Director | Allstate Benefits | Underwriting | Relationship Management | Sales
    Allstate 2009 - 2018
    Northbrook, Il, Us
    I served as Regional Sales Director at Allstate Benefits for nearly 10 years. My primary focus was on relationship management, particularly with brokers, producers, national technology vendors, and endorsed enrollment partners. My sharp ability to strategize in creating benefit packages that supplement core plan offerings was integral in growing sales. I worked to match service platforms to integrate existing technology and create powerful new solutions.To establish sales forecasts and product designs for clients, I worked closely with key clients. My focus on recruiting, training, motivating, and developing producers in my region ensured Allstate’s worksite products were utilized to their fullest.Customer service was of the utmost importance in my success, and I worked to strengthen relationships through on-going contact. The strides I made in conserving and servicing in-force policies were key to my top-quality results. Furthermore, I negotiated underwriting offers and coordinated with enrollment partners and producers, ensuring effective benefit communication.I was proud to be named Top Regional Sales Manager in the nation in 2013.
  • Insurance Broker
    Independent Agent | Insurance | Financial Consulting | Workplace & Voluntary Benefits | Marketing
    Insurance Broker 1993 - 2018
    London, Gb
    For over 25 years, I had the privilege to serve as an Independent Insurance Agent, providing insurance, financial consulting, workplace benefits marketing, and voluntary benefits to my clients. I focused my work on enrolling case opening, group meetings, and broker development. Furthermore, by identifying and following through on opportunities to acquire new employer groups, I sold workplace voluntary benefit product offerings and services as well as re-enrolling and adding additional products to existing groups.I am proud to have developed strong working relationships with my clients, allowing me to provide the best plan for each situation. To ensure understanding of available benefits, I led group meetings and follow-up sessions with employees. To promote overall financial well-being, I offered quality investment and insurance products and polices.My keen problem-solving skills served me well in working with confidential data and communications as well as tactful handling of client qualms.The investment seminars and educational workshops I ran for existing and prospective clientele over a five-year span netted 600% increased production in the same time period.
  • Resolution Trust Corporation
    Reo Workout Specialist
    Resolution Trust Corporation 1989 - 1993
  • Commonwealth Capital Mortgage Corporation
    Commercial Mortgage Underwriter | Commercial Mortgage Banker
    Commonwealth Capital Mortgage Corporation 1982 - 1989
    Us

Brooks Boyd Skills

Insurance Health Insurance Life Insurance Disability Insurance Term Life Insurance

Brooks Boyd Education Details

  • Texas Tech University
    Texas Tech University
    Finance And Real Estate

Frequently Asked Questions about Brooks Boyd

What company does Brooks Boyd work for?

Brooks Boyd works for Senior Savings Organization - Referral Partners - Cpa's, Cfp's - Financial Advis

What is Brooks Boyd's role at the current company?

Brooks Boyd's current role is Independent Agent | Founder and President | Insurance | Medicare | Supplements | Medicare Advantage.

What is Brooks Boyd's email address?

Brooks Boyd's email address is bb****@****bal.net

What is Brooks Boyd's direct phone number?

Brooks Boyd's direct phone number is (800) 521*****

What schools did Brooks Boyd attend?

Brooks Boyd attended Texas Tech University.

What are some of Brooks Boyd's interests?

Brooks Boyd has interest in Running Half Marathons, Traveling, Gardening, Swimming, Golf.

What skills is Brooks Boyd known for?

Brooks Boyd has skills like Insurance, Health Insurance, Life Insurance, Disability Insurance, Term Life Insurance.

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