9 Tips for Calling Your Insurance Company

Every day, we interact with insurance companies on behalf of clients to resolve billing issues and get answers to plan-related questions. We know first-hand that contacting large companies can sometimes be tricky, which is why we are always ready to make those calls on your behalf. However, if you prefer to call your insurance company directly, we’ve compiled some of our team’s best strategies for optimal communication. See our list below

Be Prepared

Having certain items ready and available can make the call go faster. Be prepared with:

  • your insurance ID card
  • the date of service and the name of your provider (doctor or hospital) if calling about a bill
    • ensure the spelling of the provider’s name is spelled correctly
  • the name of the prescription medication you’re asking about
  • a list of questions you’d like to ask so you can be sure to address each one
  • something to take notes with. Write down the insurance representative’s name, the information they provide and any reference numbers they share.

Make note that pressing “0” can often get you to a representative faster. Phone prompts can sometimes be confusing, so it’s helpful to listen to them carefully.

Get Permission if Calling on Behalf of a Loved One

If you are calling on behalf of your spouse, he or she may need to give the insurance company verbal permission for you to speak on their behalf. Your spouse can also submit a consent form to the insurance company.

Call Our Team – We Can Help

Allow our team to assist you! We can arrange a conference call with the insurance company and help you navigate any problems you’re facing. We hope you’ve found our tips to be useful, but if you’d prefer not to handle contacting your insurance company on your own, we are here to make your experience stress-free. Please contact us at 1-877-222-1942 or client@retiremediq.com if you would like our support.

If you are not a RetireMEDiQ client and have questions about how we can serve you, please contact us at 1-866-600-5638 or advice@retiremediq.com to get started on your Medicare journey.

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