Your employees have Medicare questions. We take them off your plate.

Stevens & Associates Insurance Agency, Inc. provides free Medicare education and dedicated support for your employees and your HR team. One call sets it up. It never costs your company a thing.

Medicare questions are landing on your HR team. They shouldn't be.

As more employees approach 65, HR departments are fielding questions they were never trained to answer. What happens to coverage at retirement? What does TEFRA mean for our company? What if an employee misses their enrollment window?

Getting those answers wrong creates real liability. We step in so your team doesn't have to.

What is our VIP Concierge Service?

Our VIP concierge service means your company gets a dedicated account manager who handles the HR side, and every employee who transitions to Medicare gets their own licensed advisor who stays with them through enrollment and every year after. Your team stops being the middle man, and your employees stop being on their own.

What we set up for your company

A dedicated account manager.

Every company we work with is assigned an account manager who handles HR questions related to Medicare directly. Your team has one person to call, and it is not a call center.

Free Medicare 101 for your employees.

We schedule and deliver Medicare education sessions for your workforce at no cost. Employees learn what they need to know before they need to know it, and leave with a clear picture of their options.

Concierge support for every employee.

Any employee who chooses to work with us during their Medicare transition, whether still employed or newly retired, gets access to our concierge service team. One-on-one guidance, enrollment help, and ongoing support. No burden on HR.

Call for more information

Local: (805) 683-3636

Toll Free: (888) 467-4811