Protecting Your
Clients' Health

Medicare guidance, solutions and support for your
clients wherever they are in their Medicare journey.

Get Connected

833-381-3252

[email protected]

Medicare Knowledge

Comprehensive guidance & support

Dedicated Support

Personal account managers

Proven Results

Thousands of satisfied clients

Trusted by 2,200+ Organizations

Don't let your clients go through Medicare alone.

Medicare can be a confusing, frustrating, and painstaking process, whether it's initial enrollment or on-going coverage evaluation.

But it doesn't have to be.

SmartConnect offers end-to-end Medicare guidance, solutions and support for your clients. We offer personalized service, clarifying the Medicare process and helping them evaluate coverage options across national carriers. Should they find a plan with the coverage they need, we'll help them enroll — and then continue with on-going support for the rest of their Medicare journey.

SERVICES

How SmartConnect supports your branch

At SmartConnect, your dedicated account manager is ready to ensure you know how to position our Medicare Referral Services to your clients to streamline the experience as much as possible.

Connect with an Account Manager

Your dedicated account manager is here to ensure you know what your clients can expect when they're referred to SmartConnect — so there's no surprise. Schedule a time to connect at the link below. You can also schedule a webinar for your clients by speaking with an Account Manager.

Learn More

Register for a Branch Training Webinar

Our webinars will teach you about our one-to-one concierge approach for your clients, and includes a Q&A session with your Account Management team at the end. These sessions help ensure you know exactly how to confidently refer your clients.

View Schedule

HOW IT WORKS

The SmartConnect Process

SmartConnect is an exclusive program created specifically for working or retiring adults (and family members) who are Medicare-eligible and may not have fully explored the benefits of Medicare coverage. Here’s what concierge service from SmartMatch looks like for your clients:

Educate

The first step is to understand the details that could impact your enrollment, costs, and coverage.

Connect

Next, we get to know you. We’ll ask you some questions about your health insurance needs and preferences so we can head down the right path.

Evaluate

Then, a licensed insurance agent will provide you with the plan and carrier options available to you

Enroll

While our services are obligation-free, if you find something you like and you’re ready to take action, we can enroll you on the spot.

Support

We have a team who is dedicated to your Medicare experience. They’re available to answer questions, conduct policy reviews, and even help you work with the carrier when necessary.

Ready to refer your clients?

Follow your firm's guidance and choose our email template to connect your clients with a licensed insurance agent at SmartConnect.

The SmartConnect Medicare Referral template for a letter or email can be found in WordPower at the links below.

View Letter Referral Template View Email Referral Template

SmartConnect has partnered with 2,200+ organizations, helping thousands of customers find coverage.

Ready to Get Started?

Connect with our team today and start providing your clients with the Medicare guidance they deserve.

Call 833-381-3252

[email protected]

Corporate Office

120 W. 12th St.

Suite 1700

Kansas City, Mo. 64105

Business Hours:

Mon.- Fri. 7:30 am - 5 pm CT

contact

833-381-3252 [email protected]

SmartMatch Insurance Agency, LLC is licensed to sell insurance products in all 50 states. SmartMatch Insurance Agency, LLC is not associated with or endorsed by the U.S. Centers for Medicare & Medicaid Services, any government websites, or publications.

Edward Jones does not guarantee the accuracy, completeness, or reliability of the content provided by SmartConnect. SmartConnect is a separate entity independent of Edward Jones. Edward Jones does not receive compensation, cash or non-cash, for a client’s engagement of SmartConnect. Financial advisors may refer clients to SmartConnect but such referrals are not a recommendation, endorsement, or advice regarding Medicare, any other Health Insurance Products, or SmartConnect.

The contents of this website are subject to change without notice. We believe the sources used to provide this information are reliable. However, we do not guarantee or warrant the accuracy of this information. SmartMatch Insurance Agency, LLC provides the material on this website for informational purposes only. If you would like to find more information about the Government Medicare program, please visit the Official US Government Site for People with Medicare located at www.medicare.gov.

Protecting Your Clients' Health

Medicare guidance, solutions and support for your clients wherever they are in their Medicare journey.