| Home | About Us | Benefit Check Up | Story Bank | Find Your BenSpec | Contact Us |
Lindsey Holden, EBS of Portage County, helped a client fix a prescription drug plan issue. The client came to Lindsey after she'd gone to the pharmacy and learned that she'd been disenrolled from her drug plan due to failure to pay premiums. The client had her premiums taken out automatically from her bank account, but when her bank made an update and wanted the client to manage her account with an app, she didn't. The client admitted to receiving so much mail during Open Enrollment that she may have missed messages and thrown something away. Lindsey helped the client call her plan, who explained they would not reinstate her coverage. Before filing a CTM or appealing to her previous plan, Lindsey took the opportunity to run a Planfinder with the client and learned there was a better plan that would save her $500 that year. She helped the client enroll in SeniorCare Level 3 which allowed her to use the SPAP SEP to enroll in this new plan. The client was now better off for the year for visiting with Lindsey.
Monetary Impact = $500
2/28/2023
Story #56
Mindy Shrader, EBS in Sauk County, helped a client get reenrolled in Part B after she was somehow disenrolled during the process of switching from Railroad Retirement Medicare on her late husband's record to Medicare via the Social Security Administration based on her own work record. The client didn't realize that her Part B coverage ended until she was at the pharmacy trying to fill prescriptions and learned that her Advantage plan disenrolled her. Mindy helped the client request equitable relief, and when the case stalled in the processing center, Mindy reached out to Elida Elizondo at SSA to see if she could move the case along. After that, SSA granted the equitable relief request, and the client's Part B was reinstated.
10/30/2022
Story #35