• 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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boomer benefits (124) insurance company (13)
Thumbnail of user kathryne340
Arizona
1 review
0 helpful votes
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January 21st, 2023
Verified purchase

Worked with Cheyenne to explore cheaper gap policy's. Made it easy. Filled out questionnaire with us and cancelled existing. Wonderful customer service.

Thumbnail of user sandrad216
South Carolina
1 review
4 helpful votes
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August 8th, 2018

After looking at many websites offering access to medicare supplements, I decided to call Boomer Benefits for two reasons: (1) the comprehensive list of companies they are licensed to represent and (2) the overwhelmingly positive reviews they have received. As it turns out, all of the positive reviews this company has received are well deserved. Brad, the agent I worked with to secure my policy, was courteous and helpful. He provided insights into the various insurers they work with in my state, including company size, length of time in the medicare market, financial ratings and average year-over-year rate increases. That information helped me make what I feel is a well informed choice, after which Brad walked me through the application in short order, then followed up with email copies of my application and some required documents. Within a week, Brad contacted me again to tell me my policy was approved and explained how to get help should I need it. This process could not have been easier or more pleasant. I highly recommend Boomer Benefits to others looking for information on medicare supplements and/or looking to secure coverage. And thanks again to Brad for his fantastic service!

Thumbnail of user gwenc145
Texas
1 review
1 helpful vote
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November 25th, 2022

I enrolled in Medicare when I turned 65 withthe help from Boomer's agents and I continuously tell people to call them before they sign any papers.
I needed help with my Part D this year and Jasleen did her job!

Thumbnail of user barryf24
Texas
1 review
1 helpful vote
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November 3rd, 2017

It was a pleasure working with Nicole - I appreciate the time she took to clearly explain my options and to assist me make a change. Great service, thank you.

Thumbnail of user mildredg11
Texas
1 review
3 helpful votes
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July 19th, 2018

Robin helped me so greatly in researchhing the best supplement to my medicare, but also helped me to drop Humana after they refused to accept my lresigning. I had mamy problems resigning and enrollling in the plan that she spent so much time researching. What a Godsend!

Thumbnail of user stellal58
California
1 review
0 helpful votes
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November 13th, 2019

Nice people. They were willing to work with my schedule, broken up as it was, we got thru it. Darla was cheerful, knowledgeable, very patient and helpful.

Thumbnail of user clarkc59
Texas
1 review
0 helpful votes
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April 7th, 2020

I needed help changing my address during the Covid-19 sheltering in place. So I contacted Samantha with Boomer Benefits for help. Samantha contacted Social Security and scheduled a call back time so I could get my address change with a Social Security Representative. Great Job!

Thumbnail of user robertl854
New Jersey
1 review
1 helpful vote
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August 10th, 2019

I recommend boomer benefits to everybody I think your boss should give all of your agents more money for the excellent work and knowledge they provide

Thumbnail of user randym251
Washington
1 review
0 helpful votes
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August 17th, 2019

Bailyn at the Texas office helped me throught the whole process. I called and ask a question o the different plans, and was kept up on any new answers the whole time I was filling out the forms. She also diod all the foot work filling out most of the S. S. forms, and also my Humana and Cigna, which was for my prescription drug plan and the part G supplement part. Sincerely Randy

Thumbnail of user martyc108
Florida
1 review
6 helpful votes
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May 5th, 2021

As soon as I wanted to compare costs and benefits in detail (Medicare v advantage)
a) annual Premium A, B and Medigap
b) cost of drugs
Then the cost of most likely illness:
c) Out of pocket for 1 week hospital stay
d) out of pocket 1 week rehab

I was labeled as a "Do it yourself"
That we could not predict WHEN that illness might take place?

That doesn't change the need to compare costs and out-of-pocket so I can make an informed decision.

This agent just wanted to write the Medigap plan, and talk me out of Advantage?!

Not thrilled.

Thumbnail of user daniellek40
Danielle K. – Boomer Benefits Rep

Thanks for sharing your experience, Marty - we are actively looking into this and will have a manager reach out to you tomorrow. We have plenty of clients on Medicare Advantage plans here and it should be no problem to check the Summary of Benefits for a few in your area to see what their costs are for hospital stay and rehab. It is true that it will vary by carrier, but checking a few might help you get the ballpark estimate you need.

Thumbnail of user alanv165
Virginia
1 review
0 helpful votes
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May 7th, 2022

They were absolutely phenomenal - helpful at every turn, especially my agent, Catherine Hatley! I think I got a much better result by working with them.

Tip for consumers:
I would ask for Catherine Hatley - she was incredibly helpful!

Products used:
Medicare Supplemental Insurance

Service
Value
Quality
Thumbnail of user margaretb1490
Louisiana
1 review
0 helpful votes
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December 29th, 2021

Kelly Davis was great with helping me get set up with my Plan D. She was very knowledgeable, offered good advice and always followed up to make sure everything was in place.

Tip for consumers:
Great service, great advice!

Products used:
Plan D for medicare

Service
Value
Quality
Thumbnail of user debrah984
Massachusetts
1 review
1 helpful vote
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February 14th, 2022

I have been following Boomer Benefits on Face Book for a few months. Just signed up with them for my supplemental plan. Feel confident I made a good decision with their help.

Service
Thumbnail of user debl68
Illinois
1 review
0 helpful votes
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September 13th, 2019

Joye Smoak and Ally Manning were so very helpful in helping me to understand my Medicare benefits and to make the right choices for me! I give Boomer Benefits number to everyone I talk to who is getting close to retirement age.

Thumbnail of user pattib155
Illinois
1 review
0 helpful votes
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August 22nd, 2020

Alyssa was so helpful and even set up a conference call with our provider and in the end, all was taken care of. She is an excellent representative of your company!

Thumbnail of user franb194
Oregon
1 review
0 helpful votes
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November 25th, 2021

All materials are in terms that are easy to understand. After talking with Amy Boiling we felt very comfortable with the choices we were making. Thank you!

Thumbnail of user suzanc16
Illinois
1 review
1 helpful vote
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July 2nd, 2020

As everyone approaching 65 knows, every day your mailbox is filled with all sorts of Medicare information and solicitations for your business! It's ALL SO CONFUSING! The pressure's on - you need to get it RIGHT - or you could be penalized for LIFE! Who do you trust for answers?!

We wanted to find an expert who would educate us and answer our questions, and to save time, we wanted someone who was familiar with many different insurance companies and their products. We chose Boomer Benefits.

It was our great pleasure to work with Linda Harris - a remarkably patient, helpful and kind woman who had the answers to all our questions. Linda was the consummate professional. In no time she felt like our lifelong friend who knew Medicare inside and out; she made it all easy! It's reassuring to know that Boomer Benefits offers their assistance should you ever encounter a claim problem. Life changes, things happen and we appreciate their annual review to assure you're receiving the best coverage at the best price for your needs!

We couldn't be happier or more confident in recommending Boomer Benefits and Linda Harris! We look forward to a long-term relationship. Thanks to you, we can ride into retirement with the assurance that we don't need to worry about our healthcare coverage.

Thumbnail of user sk656
Kansas
1 review
0 helpful votes
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April 27th, 2022

Appreciate the complete and balanced info provided by Kaylynn Poe. Helped me make a comfortable decision about plan and insurer choice. Not pushy, and let me process the content thoroughly.

Service
Value
Quality
Thumbnail of user ernestb80
Utah
1 review
1 helpful vote
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February 27th, 2020

Sean Gutzwiller
Was very helpful and knowledgeable for my medical insurance neededss he was courteous as well. I would highly recommend him to be your agent.

Thumbnail of user brendas303
Arizona
1 review
5 helpful votes
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July 17th, 2018

Boomer Benefits offers an exceptional service for those of us who are new to Medicare. Linda Harris worked with me over several phone calls during which she aptly explained the various options for Medicare supplemental insurance and answered all of my many, many questions in an easy-to-understand manner. Her knowledge runs deep and wide, and her manner is friendly and patient. I cannot recommend her highly enough. For Part D prescription coverage, Nicole Bocz guided me through the truly confusing options available. Good math skills are required to calculate which drug plan will give you the most affordable coverage at the same time it provides all the prescriptions you need. There are lots of moving parts in the drug plans, and she detailed all the factors necessary in effectively comparing and contrasting the plans. Like Linda did, Nicole kindly fielded lots of questions and hypotheticals from me.

Given how complicated Medicare is, and given how important it is to make good decisions based on your individual needs, budget, and lifestyle, it is very helpful to find a company like Boomer Benefits which regards comprehensive, up-to-date information as well as outstanding customer service as their top priorities.

Tip for consumers:
Do a little homework ahead of time to be familiar with the various parts of Medicare and how they generally work. Boomer Benefits will be able to explain the confusing parts, and they will answer any question you can throw at them.

Service
Value
Quality
Thumbnail of user dianed2006
Maryland
1 review
3 helpful votes
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October 24th, 2023

Agent was not able to address my questions. Gave me 3 choices to choose from all out of my price range.
He then said he could not help me since I did not choose one of his options.

Service
Value
Quality
Thumbnail of user vw39
Pennsylvania
1 review
0 helpful votes
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May 28th, 2020

I never hesitate to contact customer and in this case it was to find a service provider. Again, excellent service. This is another reason I love the BOOMER team. They never disappoint.

Thumbnail of user dant326
Arizona
1 review
0 helpful votes
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January 26th, 2020

Boomer Benefits helped me navigate the ins and outs of signing up for Medicare and all the other services available to me at the best cost. I would recommend them to anyone!

Thumbnail of user melodiec7
Minnesota
1 review
2 helpful votes
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April 13th, 2020

I am going to start Medicare on June 1 of this year and I had no idea if I needed a supplement, Medicare Advantage, or nothing. After talking with Laurie Potter of Boomer Benefits, I was able to understand exactly what I needed and when I could enroll. I also needed a prescription plan and Valaree Gray was kind enough to get me set up with that, as well. If Laurie hadn't explained things to me, I would not have the best coverage for my needs. I am truly grateful for Laurie and Valaree and I am now feeling very confident that I will have the coverage I need once my Medicare coverage beings. Thanks for all you have done for me!

Thumbnail of user steveb315
California
2 reviews
1 helpful vote
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November 13th, 2017

Tom saved me money. I had never heard about plan that saved me over $300 a year on medicare supplemental insurance. Huge help on entire process. Thanks, Tom.

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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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