Get Started With Care Compass Today!

Working with us is easy and there’s never a cost to you! Just follow the simple steps below to get started.

Truman the turtle talking on his cell phone to a senior giraffe holding a cell phone

Step 1: Personalized “Care at No Cost” Consultation

Click the button to fill out the form and schedule your 30-45 minute “Care at No Cost” consultation. This is the first step in understanding your needs and healthcare priorities. This consultation can be done over the phone or at our office. By filling out this form, you are giving Care Compass permission to contact you.

  • Please have the following items available for our initial consultation appointment:

    • Red, White and Blue Medicare card (if applicable)

    • Membership card for any other insurance you have (Medicare Advantage, Medicare Supplement, Part D, health insurance through an employer, etc.)

    • If you would like us to check your medications against plan formularies as well as your current providers (recommended), please bring along a list of your current medications (with quantity and frequency) and a list of your current physicians (PCP, specialists, dentist, etc.)

    Please also consider the following prior to our call:

    • What plan do you have NOW?

    • What do you ENJOY about your current plan?

    • What would you ADD/ALTER?

    • Are you the DECISION maker? Or is there someone else who helps you with your healthcare decisions?

    • What is your budget? 

    • Are there any other benefits that may interest you?

    DOWNLOAD YOUR CONSULTATION CHECKLIST HERE!

Truman the Turtle sitting in a chair and speaking while a senior giraffe sits in a comfy blue chair and listens

Step 2: Plan Enrollment Meeting

At the conclusion of our consultation, we will schedule a Plan Enrollment meeting to evaluate your plan options, assist you with plan enrollment, and review your plan benefits for the upcoming year.

    • If there is someone who helps you make decisions about your healthcare, please ask them to be present for the meeting

Truman the Turtle on his cell phone speaking to a senior giraffe who is on his porch reading the newspaper in a rocking chair
Truman the Turtle holding up a calendar with October 15th circled and a note that says "Annual Review with Georgie"

Step 3: Check In

After your new plan takes effect, we will be in touch to see if you have any questions about your plan and make sure you are getting the most out of your health insurance coverage.

Confused senior giraffe is reviewing a document while Truman the Turtle is in the top corner wearing a headset and typing on his computer

Step 4: Annual Review

We will meet each year for a review of your current plan. This is typically done during the Annual Enrollment Period which runs from October 15th to December 7th. During this time, you can make changes to your coverage, switch plans, or enroll in a new plan.

Ongoing Customer Service & Support

You can contact us anytime if you have questions, concerns, or issues with your current plan. We are here to be your advocate and help you navigate the confusing Medicare process all year long!

Schedule your personalized

30 minute consultation today!