Here to Help: Your Customer Success Team

As a RetireMed client, your Customer Success Team is here to help you with your health coverage needs. No matter what comes up, we’ll be with you every step of the way. 

Who is the Customer Success Team?

Once you enroll in a health plan with RetireMed, you have access to our dedicated team of licensed Customer Success Advisors. They handle any future enrollment needs after your initial enrollment and are here to assist you year-round and advocate on your behalf to make sure your health plan needs are met.

How can the Customer Success Team help me year-round?

The Customer Success Team consists of experienced advisors who can:

• Explain your coverage and benefits
• Check if specific providers are in-network
• Confirm prescription drug coverage        
• Help navigate and resolve billing or claim issues
• And more!

As a RetireMed client, our Customer Success Advisors are just an email or phone call away. When you have a question about your plan or run into a tricky billing situation, you can reach out to us, and we’ll help find a solution.

We also share timely communications with you, such as:

• Your monthly Pathfinder newsletter with original RetireMed content
• Emails to keep you informed of any upcoming changes to your plan or any new resources available to you
• Important plan-related communications from your health insurance company

Our goal is to provide you with expert guidance and clarity through these ongoing personalized communications.

How can the Customer Success Team help me during Medicare’s Annual Enrollment Period (AEP)?

During AEP, which is Oct. 15 – Dec. 7 each year, the Customer Success Team will:

• Keep you informed about important changes affecting your plan for the upcoming  year
• Review your coverage with you as needed to:
  • Determine if a change is necessary based on your needs or plan changes
  • Explain your benefits for the upcoming year

We’re here to help.

Remember, our Customer Success Advisors are here for you year-round! If you need assistance at any point, please schedule a call or reach out to us at 877.222.1942. 

If you’re not currently a RetireMed client and have questions about Medicare or individual health insurance, we can help you get started! Schedule a call or contact 844.388.6565.