How to Prepare When Shopping for Insurance with a Medicare Checklist

A Medicare checklist is a great resource when it’s time to get more information about Medicare. Shopping for Medicare insurance can be overwhelming. If you’re wondering about how to keep your doctor or if you’re prescriptions are covered, it’s smart to ask. The team at SelectQuote helps you find an affordable Medicare insurance option to meet your needs and budget. 

We created this Medicare checklist so when you contact your SelectQuote licensed agent for Medicare information, all the information is available to make sure we can help you find the right plan.

Some of the things you will need when you call includes general information, such as your name, phone number, email address and zip code. All things you will have readily available. Once we have the basics, your licensed sales agent will ask some additional questions about your current situation to help compare options for Medicare coverage.

Medicare Checklist Information

It’s helpful to have information about your current insurance coverage, including the carrier, your monthly premium, annual deductible and the type of plan.

Take a few minutes and think about your preferred physicians. For many, it’s important to find a plan that allows you to continue to see the same care providers. Also, make a list of your current prescriptions, dosages and refill costs. It’s valuable to know if your medications will be covered and you’re getting the best price.

The team at SelectQuote developed this Medicare checklist worksheet to help you organize your information. Download, print and complete this handy checklist before you talk to your licensed SelectQuote agent. Don’t worry if you can’t complete all the sections, we’ll help you.

Your SelectQuote licensed agent is your advocate through the entire process – answering questions, helping weigh your options and serves as your Medicare resource. Contact us today to start learning about your Medicare options

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