S. O. S. – SPEAKING OF SENIORS- We saved client $2,942.80

Written by Woodrow Wilcox. Posted in Health & Wellness, Senior Living

Published on September 03, 2014 with No Comments

Two other employees of this insurance agency and I worked together to save a client almost $3,000.  The client is from Highland.

When the client retired and switched from her previous insurance policy to Medicare with a Medicare supplement policy through our agency, her previous insurance company claimed that it never got a letter to cancel that policy.  The client went to our office on Calumet Avenue in Munster for help.

The agents’ assistant Danielle Stafford collected certain information about the matter from our client and tried to resolve the problem.  But, she could not and she sent the matter to agent Anas Jamaleddin at the Merrillville office who gathered more information and then delivered it to me.

I reviewed the facts of the case and wrote a letter to the insurance company which explained that it should cancel the client’s policy as of the date that Medicare and the Medicare supplement policy became effective.  I told them to return our client’s money.

On Aug. 11, the prior insurance company contacted our Merrillville office and told the agent who worked on this case with me that it would return to our client the entire $2,942.80.  That agent told me and then phoned our client to report the good news.  She was very, very happy to get that report.

All the help that we gave this client was free of charge.  Everyone at this insurance agency really cares about our senior citizen clients and we “go the extra mile” to help them whenever we can.  Does your insurance agency give this high standard of service to its senior citizen clients?  If not, why not?

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About Woodrow Wilcox


All opinions, conclusions or recommendations expressed are those of the author and do not necessarily reflect the views of The Chronicle.  Woodrow Wilcox is the senior medical bill case worker at Senior Care Insurance Services in Merrillville, Indiana.  Wilcox has helped the clients of that agency save over one million dollars by finding and correcting medical bill errors that were caused by mistakes in the Medicare system.  For other articles by Wilcox, visit publishing websites including www.dakotavoice.com and www.americanclarion.com.

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