• Boomer Benefits

Boomer Benefits

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Overview

Boomer Benefits has a rating of 4.4 stars from 231 reviews, indicating that most customers are generally satisfied with their purchases. Reviewers satisfied with Boomer Benefits most frequently mention medicare supplement, customer service, and drug plan. Boomer Benefits ranks 2nd among Health Insurance sites.

  • Service
    45
  • Value
    39
  • Quality
    37
Positive reviews (last 12 months): 100%
Positive
10
Neutral
0
Negative
0
1
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How would you rate Boomer Benefits?
Top Positive Review

“Professional and trustworthy”

Steve J.
7/14/24

We contacted Billy Wessels from Boomer Benefits September of 2023, he soon learned that I was an eager beaver and called a year too early. Billy promised to call me back in July of 2024, on July 2nd I received a call, and I was shocked, it was Billy. We set up a meeting and he did an excellent job informing us of our options and within a week we had decided the best direction for our needs and situation. I fully believe that Billy will be with us at each step of this journey for years to come. Thank you Billy for your time and professional trustworthiness you exhibited.

Top Critical Review

“Disappointed”

Diane D.
10/25/23

The agent that I had pushed 3 insurance companies that were too high for me. He then asked me four separate times about pursuing an Advantage plan, which I declined, and I told him why. I explained my financial situation to him and once again he pushed one of the original plans he had suggested earlier. His words were "its only $54.00 than what you're paying now". By this time I was getting upset. I then asked him about a Part D plan and if he could help, to which he replied "no, I can only help you if you purchase an insurance plan from us." Such poor customer service.

Reviews (231)

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Thumbnail of user stevej1529
Georgia
1 review
0 helpful votes
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July 14th, 2024
Verified purchase

We contacted Billy Wessels from Boomer Benefits September of 2023, he soon learned that I was an eager beaver and called a year too early. Billy promised to call me back in July of 2024, on July 2nd I received a call, and I was shocked, it was Billy. We set up a meeting and he did an excellent job informing us of our options and within a week we had decided the best direction for our needs and situation. I fully believe that Billy will be with us at each step of this journey for years to come. Thank you Billy for your time and professional trustworthiness you exhibited.

Products used:
Medicare Supplement Plans

Thumbnail of user margou9
Maryland
1 review
0 helpful votes
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March 22nd, 2024

Bill Warren at Boomer Benefits is awesome! I was so overwhelmed and intimidated about getting signed up for Medicare and all that goes with it so I kept putting it off. A co-worker suggested I contact Boomer Benefits as she had a very good experience with them. I am so greatful for her suggestion.
Bill Warren is the agent assigned to me. He was very patient and professional yet I felt like I was talking to a friend. Within just a few minutes he totally put me at ease and helped me through the process. I am very confident that he helped me choose what is absolutely best for me. I highly recommend Boomer Benefits and Bill Warren.

Thumbnail of user dleet
Texas
1 review
0 helpful votes
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March 6th, 2024

I had a bill from our local EMS provider where I was being billed an outstanding amount due. I knew this wasn't correct because Medicare pays EMS services, but after several phone calls to the billing department I continued to receive a bill. So frustrating! I called Boomer Benefits and the delightful Ruth Oekerman, claims specialist, heard my problem, assured me she had my back, took it from there, and very quickly had my claim problem resolved, with confirmation of a zero balance due and assurances that no more bills would be coming to me from EMS. Ruth was the consummate professional in all of my discussions with her. She was knowledgeable and clear about the steps she would take. And most importantly, she followed through. I can't say enough about the outstanding service she provided, and that I have always received from Boomer Benefits. Thank you Ruth! You are simply the best!

Service
Value
Quality
Thumbnail of user addboymike
California
1 review
0 helpful votes
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April 6th, 2024

I'm a Boomer Benefits client. Jeff helped me easily and quickly with a confusing letter from the insurance carrier!

Tip for consumers:
Jeff Brooks is very helpful!

Products used:
Boomer Benefits help with Medicare Advantage Plans.

Service
Value
Quality
Thumbnail of user raymondg134
New York
2 reviews
0 helpful votes
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December 3rd, 2019

I learned about boomer Benefits from my twin brother Ron. He told me wow well his account was handled and all his questions where promptly answered and felt boomer was like a family member. I didn't get from my old carrier. I had to do every thing by myself no support what ever. So glad that I switch to Boomer Benefits.

Thumbnail of user dianed2008
Maryland
1 review
4 helpful votes
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October 25th, 2023

The agent that I had pushed 3 insurance companies that were too high for me. He then asked me four separate times about pursuing an Advantage plan, which I declined, and I told him why. I explained my financial situation to him and once again he pushed one of the original plans he had suggested earlier. His words were "its only $54.00 than what you're paying now".
By this time I was getting upset. I then asked him about a Part D plan and if he could help, to which he replied "no, I can only help you if you purchase an insurance plan from us."
Such poor customer service.

Tip for consumers:
Be careful

Products used:
N/A

Service
Thumbnail of user helenef9
Pennsylvania
1 review
2 helpful votes
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January 23rd, 2019

Angela took care of a doctor's bill when I had no luck trying to reach their billing department. She kept me in the loop and within 2 days it was settled and I didn't owe any money. Medicare is confusing enough, so glad Boomer Benefits can intervene for me.

Thumbnail of user jeromeg24
Texas
1 review
1 helpful vote
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December 14th, 2017

The agents at this organization are all outstanding. I've worked with Amanda Sutter for the last two years and she is amazing. I'd never turn over the mad, mad world of Medicare to anyone but Boomer Benefits. You can use them with 100% confidence.

Tip for consumers:
Never panic with these guys -- they always come through. Just have all your information handy and prepare for great service.

Service
Quality
Thumbnail of user lisaw2803
New Jersey
1 review
6 helpful votes
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October 11th, 2022

I reached out to Boomer Benefits to assist me with the transition to Medicare. I was connected with Catherine; she seemed knowledgeable. However, it quickly went left. When I requested confirmation of our phone call appointment she didn't even know my name. She dismissed it as a typo and being overworked and tired. Second, she told me that in N. J. there's no "buy back" plan via Medicare part B in New Jersey. Again, that's not true. Boomer's Benefits is about gaining clientele. They're not about customer service.

Thumbnail of user daniellek40
Danielle K. – Boomer Benefits Rep

HI Lisa -
Thank you so much for your feedback – it is truly important to us so we can address any mistakes made by our staff. Catherine’s manager has reached out to you on this matter. This is our busiest time of year, and our employees do indeed work long hours due to 64 million people on Medicare all needing to make plan changes within a 7-week period. She did let us know that in her urgency to respond, she did use the wrong first name in her email and for that we sincerely apologize.

In reviewing what happened here, I can see there is a buy back plan available but it is one that that we have chosen not to enroll any further beneficiaries into based on feedback from our clients. It appears she missed the setting in our software that would have made it visible to her. Her manager has shown her how to handle this correctly in the future. Our normal policy in this situation is to give you the plan name so that you can call Medicare or the plan directly to enroll. We wish you all the best, and thanks again for taking the time to let us know what happened.

Thumbnail of user vinnieg4
New Jersey
1 review
0 helpful votes
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September 20th, 2019

Boomer Benefits has been a great partner in all Medicare related matters. All it usually takes is one phone call and they go to work solving my problem. Quite often it is a coding error made by the health care provider but this time it was an error by the insurance company. Nonetheless, it was the same outcome I experience every other time. Michele took my call and contacted the insurance company immediately. Problem solved. She even called me back a couple of weeks later to followup and make sure it remained a resolved matter.

I have had a career of creating call / customer service centers for insurance companies and I am very jealous of the one created by Boomer Benefits but I am very happy to be their client. The service provided, line with Michele, will keep me coming back and referring others.

Service
Value
Quality
Thumbnail of user donnettam3
Texas
1 review
1 helpful vote
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December 6th, 2023

Trevor Geer at Boomer Benefits worked diligently on getting a billing problem resolved with my insurance carrier. Trevor stayed in touch with me throughout, providing updates during the process. Trevor worked all sides of the issue and was successful in getting me a great outcome. His communication is greatly appreciated and eased my concerns. I would not have gotten the desired outcome without Trevor's help.

Thumbnail of user ellenh446
Virginia
1 review
1 helpful vote
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January 19th, 2023

The Boomer Insurance Group - so knowledgeable and friendly - all you ever wanted to know about Medicare but were afraid to ask! Entire staff always helpful and kind. A complicated process for some of us becomes an easy transition with Boomer! Thank you.

Products used:
Medicare advisor

Service
Value
Quality
Thumbnail of user maryd309
Colorado
1 review
0 helpful votes
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November 16th, 2017

Ally helped me with evaluating my Part D drug plan. She was kind, patient and thorough and found me an option that would best fit my needs. I have and would recommend Boomer Benefits to all my friends. I am so thankful that my husband and I found this company when we were researching Medicare supplement insurance plans. They truly are a one stop shop. All of their staff go the extra mile and they always get an answer to your question as well as follow-up to make sure that everything was satisfactory. They're are just awesome!

Thumbnail of user billc915
New Jersey
1 review
3 helpful votes
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June 17th, 2021

I chose Boomer Benefits for my Medicare needs and those of my Mother. From day one I have been impressed by the level of customer service they provide. They helped me choose plans that met our needs. Their help does not stop after you are enrolled. Recently Juliette helped when I had questions about a Doctor's invoice. She contacted the Insurance Company and the Doctor's office to get an explanation. You can always rely on Boomer Benefits to guide you through Medicare and any issues that arise.

Thumbnail of user davidf620
Pennsylvania
1 review
4 helpful votes
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August 3rd, 2018

I elected to sign up for Medicare supplemental plans through Boomer Benefits after listening to one of their online seminars. With this an other research, I was already familiar with my options and knew what plan I wanted. Sean was very pleasant, knowledgeable, and easy to work with. He verified that my choices made sense for my needs and he took us through the process of selecting a provider and then the enrollment process. With his support, I was confident that I had done everything correctly and completely. Before working with Boomer Benefits, I looked for other Medicare brokerage services and could not find any source that seemed as fully informative, unbiased and clear about the process. I am also glad to have the option of utilizing their customer support staff if needed in the future.

Thumbnail of user bonniep389
Ohio
1 review
1 helpful vote
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October 29th, 2022

Boomer Benefits is an incredible service! Signing up for Medicare is daunting and BB helped me navigate the journey. As I say, "They don't put the cuss in customer service!" Today I spoke Ashley K. Who assisted me with a Medicare Part D question. She was kind, knowledgeable and a pleasure to talk with. I can't recommend them enough.

Products used:
Their assistance in signing up for Medicare

Service
Value
Quality
Thumbnail of user judyl76
Louisiana
1 review
1 helpful vote
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December 1st, 2017

Erin and Ally are the best! I was looking to maximize my supplemental Medicare insurance at the best price. Erin explained in detail the Medicare plan that was best for me. She went over everything and seemed to anticipate any questions I might have. As I get older, I find sometimes my mind doesn't work as fast as it once did. Both Erin and Ally were so very sweet and kind. They never acted like any question I had was a bother for them to answer. Without Boomer Benefits, I would be tackling a complex issue and feel uncertain about if I was doing the best thing for me and my health. With the help of the pleasant people at Boomer Benefits, I am confident in my choices. Thank you!

Thumbnail of user brigitteg11
Florida
1 review
3 helpful votes
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July 26th, 2018

Jana and Ally did an outstanding job, advising, confirming, and facilitating my enrollment into the medicare supplement and the prescription drug coverage plans that are right for me.
Both ladies were very pleasant to work with, communicating with them was informative and reassuring. Based on my experience working with Jana and Ally, I can unequivocally recommend Boomer Benefits.
Brigitte G

Thumbnail of user davidd404
Kentucky
1 review
2 helpful votes
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December 20th, 2017

We were pretty well prepared to shop for a supplemental policy and a part D plan but still had questions. It is hard to compare all the details. I like the idea of having a real person to help, and Jana was just great. She helped with facts and advice based on real experience and helped us focus and decide. The whole decision and application process was made simple and it's free of charge.
I'm confident that I can call anytime and get help with any additional issues that may arise. With all the information available online there is still a need for personal service, and Boomer Benefits filled that need for us.

Thumbnail of user johnb6941
Texas
2 reviews
0 helpful votes
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June 16th, 2021

Boomer Benefits doing great work again.

My wife setup her Plan N supplemental through BB a couple of years ago. It was efficient and seamless. My signup window is approaching. I knew I could signup three months before my birth month but did not know I could setup my Plan N six month prior.

Xavier Jones called and explained this. I was delighted to get this set said and done. It was a quick and easy process (as I already knew I wanted a Plan N supplement and would not be enrolling in a Medicare Advantage plan).

Xavier (*******864) and the employees at Boomer Benefits offer a great service. You got questions, they have answers.

Tip for consumers:
Boomer Benefits doing great work again.

My wife setup her Plan N supplemental through BB a couple of years ago. It was efficient and seamless. My signup window is approaching. I knew I could signup three months before my birth month but did not know I could setup my Plan N six month prior.

Xavier Jones called and explained this. I was delighted to get this set said and done. It was a quick and easy process (as I already knew I wanted a Plan N supplement and would not have an Advantage pl

Products used:
Medicare Plan N supplemental

Service
Value
Quality
Thumbnail of user maryb1307
Michigan
1 review
0 helpful votes
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October 28th, 2019

The transition from private insurance to Medicare is overwhelming. Daily for months I received literature in the mail regarding this new transition. And they came from a multitude of agencies! I found Boomer Benefits and Nicole could answer all our questions and more! I can't imagine the mistakes I might have made without Nicole's help. Everything from the PowerPoint we watched to the personal experiences we had with each encounter was calming and helpful. We are grateful to be entering this next phase of life with the help of Boomer Benefits.

Thumbnail of user laurief343
Minnesota
1 review
0 helpful votes
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December 30th, 2023

Sarah Kijnitchee was extremely helpful and patient with my many questions as this year was my first year in Medicare. Despite the fact the options they offered in my state were limited, I think I still got a good plan that will cover my needs in the coming year.

Service
Value
Quality
Thumbnail of user stevens1075
California
1 review
1 helpful vote
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May 9th, 2020

As other reviewers have posted, I also received a bill for lab/blood work. I have never been billed for these services in the past so I sent my friends at BB a quick email, asking for help.
Amanda responded quickly and let me know someone would be in contact with me shortly. Alexis called me the next day, and I explained the situation. Long story short, she contacted my doctor and the lab involved, and had them resubmit the bill to Medicare. She called me back a few days later and indicated that Medicare would cover the total bill. VERY impressive!
My girlfriend and myself will be BB clients for life, and I highly recommend them to anyone needing Medicare and prescription assistance!

Thumbnail of user larryb173
Wisconsin
1 review
1 helpful vote
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December 10th, 2017

Ally has the thankless job of trying to decipher the crazy regulations concerning health insurance. She is always upbeat and diligent when I want to ignore it and hope it goes away.
I was referred by a long standing and hard to satisfy friend. I have been able to refer others that are as confused as I.

LARRY

Thumbnail of user victoriah301
Texas
1 review
1 helpful vote
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August 20th, 2020

I was helped in a timely manner and all my questions were answered. I received calls and emails with product information.

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From the business

Boomer Benefits is a licensed insurance agency specializing in Medicare products. We help Baby Boomers navigate their entry into Medicare.

Company Representative

Thumbnail of user daniellek40
Danielle K.
Co-Founder
Danielle Kunkle is a founding partner and senior executive at Boomer Benefits, a national agency specializing in Medicare-related insurance products since 2005. Serving thousands of Medigap policyholders in 47 states, Boomer Benefits helps baby boomers learn the ropes regarding Medicare.

A nationally-recognized expert in the Medicare-sector of the health insurance industry, Danielle is a Medicare Supplement Accredited Advisor and a member of the Forbes Finance Council. She is also a past president of the Fort Worth chapter of the National Association of Health Underwriters. She has spoken about Medicare to hundreds of groups over the last decade. She has also been frequently published in industry trade magazines about the financial and political future of Medicare and legislation surrounding it.

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