Testimonials


Married couple relocating from PA to NC
Tricia explained all of our Medicare/supplement and Medicare Advantage options for our budget and needs....pros and cons. She didn't rush us and we had a lot of questions. We enrolled with confidence into a Medicare Advantage plan with networks in both states to cover us when we visit family after the permanent relocation. Tricia is really great and fun to work with!
Kathy: Davidson, NC
I didn't know where to turn. The hospital sent us to collection for $5,000 that our medical insurance denied for a specialty medication that was authorized with the surgery. Tricia stepped right in, submitted an appeal, and arranged a peer to peer call with the Physician and the insurance company.
The appeal was approved and we owed nothing!
Monique, NJ
I recently changed jobs and became eligible for benefits. I had no idea which medical plan to choose or which other benefits I needed to meet my families' needs. Within 24 hours, Tricia called me and explained her recommendations and my payroll costs. She made it so simple that I completed open enrollment that same day!


Carol P. Archdale, NC
It was so overwhelming having to work, manage my own household and deal with my mother's sudden and failing health. I knew nothing about her medical plans or how my 86 year old father could manage and afford the bills. I was referred to Tricia, who took care of ALL OF IT! She is responsive, extremely knowledgeable and I can't thank her enough for how she eased the stress for my dad and I.