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Your Clients' Medicare Advocacy Resource

The SmartConnect Process

Your clients are your priority, so we make them ours as well.

SmartConnect helps you become a stronger advocate for the Medicare-eligible people you serve. SmartConnect’s concierge Medicare service provides personalized support and guidance for anyone seeking a simple way to explore their Medicare options. Licensed insurance agents will help your clients understand all the parts of Medicare, enrollment periods, eligibility and determine which plan may be right for them.

Adding SmartConnect’s one-of-a-kind Medicare enrollment services to your offerings helps retain and attract clients by demonstrating the long-term value you provide. 
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How It Works

WE GET TO KNOW YOU

SmartConnect focuses on building genuine, long-lasting partnerships. We take the time to understand the advisors, fostering a trusting relationship that ensures we always prioritize your clients' best interests.

WE PROVIDE FREE RESOURCES AND CONSULTATIONS

Your clients can connect with us at a time that works for them. We explain everything and help compare their health insurance options, free of charge. 

ENROLLMENT AND ONGOING SUPPORT

When your client finds a plan they like, we handle the enrollment process for them all on one easy call. And our services don’t stop there. We also offer annual policy reviews and ongoing support.

FAQs about the SmartConnect Process

Get an overview on how to refer your clients, what they can expect, and more

If they're looking for more information about what SmartConnect offers, share the “How to Connect” resource with them. This will help them decide if they're ready to contact us.

If they're ready to explore their Medicare options, they can directly  schedule a consultation at smartconnectplan.com/referral or call a licensed agent at (833) 919-4412.

Because of privacy concerns, we ask that you do not submit a consultation request for your clients.

Instead, you can share the links below with them to either allow them to learn more, or schedule a consultation online or via a phone call.

  • If they're looking for more information about what SmartConnect offers, share the “How to Connect” resource with them. This will help them decide if they're ready to contact us.
  • If they're ready to explore their Medicare options, they can directly  schedule a consultation at smartconnectplan.com/referral or call a licensed agent at (833) 919-4412.

Your clients can expect detailed, concierge service when they contact SmartConnect. Our licensed insurance agents will take the time to understand where they are in their Medicare journey, and assess their unique needs to help ensure they are presented with plans that fit their lifestyle, health and budget requirements.

In addition, our agents will make sure they have:

  1. An understanding of the parts of Medicare, enrollment periods, eligibility, and anything that could impact their coverage
  2. An unbiased comparison of their current health insurance plan to a variety of Medicare plans
  3. Answers to all their questions
  4. Help enrolling in a Medicare plan if they find one they like
  5. Ongoing support for years to come.

 

SmartConnect offers a full-array of Medicare products, including:

  • Medicare Supplement Plans
  • Medicare Advantage Plans
  • Prescription Drug Plans (Medicare Part C)
  • Dental, vision and hearing coverage

In addition, if your client is not yet enrolled in Medicare, our agents can assist in helping them enroll in Medicare Part A and Part B.

If you're client is currently enrolled in Medicare, SmartConnect is here to help them evaluate their current coverage, help them determine if they're in an enrollment period and assist them in comparing other plans and switching coverage, if deemed necessary.

SmartConnect is licensed in all 50 states.

If you're an advisor or branch staff and you have questions about SmartConnect, you can contact us in a few ways:

SmartConnect

Corporate Office

120 W. 12th St.

Suite 1700

Kansas City, Mo. 64105

Business Hours:

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

Process

How It Works Referrals

Resources

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Copyright © 2024 SmartConnect™. All rights reserved.
Edward Jones makes no representations concerning the content provided by SmartConnect. SmartConnect is a separate entity independent of Edward Jones. The information provided does not constitute an endorsement by Edward Jones, its employees or financial advisors. No compensation, cash or non-cash, has been received by Edward Jones or the Edward Jones financial advisor as a result of enrollment in a Medicare plan. Financial advisors can refer clients to SmartConnect but cannot provide a recommendation to a client on a specific Medicare plan.

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.

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.

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