September 22nd, 2026
October 15th - December 7th
AEP 2027 is almost here!
Though we cannot directly service or enroll clients in Part D, we are doing everything we can to support them:
Our recent all day staff training aimed to cover everything you may need to know to be prepared. Please complete our survey below to let us know how it went and if there are any areas we can improve for next year.
Welcome to the team!
Client Advocate
Born and raised in South Texas, Amenda has called Texas home her entire life, although she loves traveling whenever she gets the chance. She brings 19 years of customer service experience, beginning in the restaurant industry and advancing to a Customer Service Manager role at the corporate office of an auto insurance company.
Client Advocate
Ivonne was born in Los Angeles and raised in Santa Barbara and currently resides in San Diego. Outside of work, she enjoys hiking, attending concerts, spending time at the beach, and, most importantly, spending quality time with her family.
Client Advocate
With over 20 years of experience serving the Medicare community, Jennifer has worked with insurance companies, hospitals, and as a licensed Life And Health agent. Jennifer is committed to serving clients with empathy, integrity, and the personalized concierge service they deserve.
Client Advocate
Whitney was born and raised in Kansas City, Missouri. She brings eight years of experience with the Social Security Administration. As a military spouse and mother, Whitney is passionate about helping others and is excited to bring her experience, compassion, and client focused approach to Stevens & Associates Insurance Agency.
“I’d like to give the biggest shoutout to Auguste! Auguste, I truly cannot thank you enough for all your support on the Quarterly Assessments. I couldn’t have done it without you! Thank you for all you do.”
- Desiree Gomez
Congratulations to Candice on celebrating 2 years with our VIP Customer Service team and 5 total years with SNA! From bringing endless laughter and fun to the workplace to earning rave reviews from clients, Candice is a vital part of our success. We are so grateful for your hard work and dedication over the last five years!
Congratulations to Angie Mendoza, Axel Rodriguez, and Colton Hunter for obtaining their Health Insurance licenses! With their new credentials, they will be able to do even more to help our clients with confidence. They’ve already become an amazing support to our team, and we’re excited to see everything they continue to accomplish as they grow in their roles.
Great job, everyone!
Sticking with an annual Stevens & Associates tradition, Jason, Jordan, and Leonardo competed as a team in the Santa Barbara Triathlon. Their participation raised funds for the Cancer Foundation of Santa Barbara (CFSB). The CFSB is a non-profit organization that provides funding to ensure all patients have access to essential cancer services.
SNA will provide appetizers and soft drinks. These evenings are a chance for us to step away from the busy season, hang out, regroup, and enjoy some time together outside of the office and play some pool. Thank you all for everything you do, especially as we head into our peak season.
We hope to see many of you there!
A huge thank you to Leo Brown, Rajat Kamboj, and Hannah Pollard for everything you’ve done behind the scenes over the last few months. With so many new team members joining SNA and AEP quickly approaching, your support has helped make the transition easier for both our new hires and leadership.
Leo, thank you for always jumping in to help, even when we’ve asked you the same question 50 times. Your patience and willingness to help never go unnoticed!
Raj, thank you for all the builds, improvements, and tools you’ve created, including our new Lead Form, to make our processes easier and more efficient.
Hannah, thank you for keeping us on track and compliant with payroll and for always being so helpful to our employees with QuickBooks, AgencyBloc, and everything in between.
The three of them have gone above and beyond to build the tools, systems, and support we need to be successful throughout AEP and beyond. Thank you, Other Team!
We recently had the opportunity to participate in a case study with AgencyBloc. The article highlights our growth as a company since we became a member of AgencyBloc in 2018.
Big shoutout to Hannah Pollard for not only coordinating this case study, but playing a huge part in the growth that made us stand out enough to have one done in the first place!
Join us in wishing a very Happy Birthday to our SNA team members celebrating in September!
September 14th
September 15th
September 27th
Jordan Futch was the emcee of the “Back to the Future” themed Los Angeles CAHIP Medicare Summit!
The CAHIP (California Association of Health Insurance Professionals) Medicare Summit is an annual conference where brokers, carriers, advisors, and industry partners come together to explore what’s next in the Medicare industry.