Achievements/Home Runs

Challenge:  On the evening of Friday December 10, 2021 I received an urgent call from a couple who were notified that their health insurance was ending 12/31/2021.

I only had until 12/15/2021 to help the couple secure insurance in order to have coverage effective 1/1/2022.

Solution:  By early afternoon on 12/14 2021, after only three hours of conference calls with the couple, I was able to secure health insurance with dental and vision benefits for both of them, with a 1/1/2022 start date, for less than they were paying under their old COBRA plan.

Result: The couple stated that "they could not have done it without my help".

Challenge: A very distressed woman asked me to help she and her husband file a $27,000 international travel insurance claim because of medical illnesses. She stated to me "$27,000 is a lot of money; so, having it refunded is a big deal for us".

Overwhelmed, the couple reached out to me due to the short timeline and the burden of trying to gather all the required documentation.

Solution: I helped them complete the claim forms, get the completed and signed Attending Physician Statements and email 40 pages of “required documents” to the agent before the short deadline.

Thirteen days later, the couple was told they would be receiving 100% ($27,000+) of their claim.

Result:  The couple stated that "without your help, we would have had to simply walk away from $27,000".

Challenge: I received a call from a grandson on behalf of his grandmother who had recently lost her husband after a long hospitalization (not COVID related) and was being threatened by the hospital's collection department with over $83,000 in less than 4 days.

The grandmother, now a widow, had just received a $100,000 life insurance payout for the policy on her husband.

Solution: After a 4-hour audit, I established that the widow owed $900 for her husband's ambulance trip to the hospital, but the other $82,100 hospital charges had never been billed to Medicare. After all of the hospital claims were reprocessed, the widow owed the hospital less than $3000 total.

Result: The grandson thanked me and told me that "grandma was able to put over $95,000 of grandpa's life insurance policy in the bank, which she needed to live off of, versus signing most of it over to the hospital".