Brooks Boyd Email & Phone Number

Houston, Tx, Us

➡️ 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.

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.

➡️ 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!

☎️ 𝟕𝟏𝟑-𝟗𝟐𝟕-𝟖𝟖𝟕𝟐📧 𝐛𝐫𝐨𝐨𝐤𝐬@𝐬𝐞𝐧𝐢𝐨𝐫𝐬𝐚𝐯𝐢𝐧𝐠𝐬𝐨𝐫𝐠𝐚𝐧𝐢𝐳𝐚𝐭𝐢𝐨𝐧.𝐜𝐨𝐦📅 𝐡𝐭𝐭𝐩𝐬://𝐜𝐚𝐥𝐞𝐧𝐝𝐥𝐲.𝐜𝐨𝐦/𝐬𝐞𝐧𝐢𝐨𝐫𝐬𝐚𝐯𝐢𝐧𝐠𝐬𝐨𝐫𝐠𝐚𝐧𝐢𝐳𝐚𝐭𝐢𝐨𝐧

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.

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.

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