Manage Client Profiles

Add a New Profile
Back to Home
Existing Profiles
ID Name Identity Information Inquiry Purpose Current Plan Switch Conditions Actions
2 Donna Stepenak stepaniakdonna33@mail.com Donna Stepenak was born on 3/24/1962 and currently resides in Hamilton, Ohio. Her phone number is 513-593-7451 and she also has a landline number 513-918-3377. Her email address is stepaniakdonna33@mail.com and her physical address is 3613 Westwood Northern Boulevard, Cincinnati, Ohio, 45211. She is not a veteran and is not currently working. Her primary doctor is Laura Sarazinski. Donna called to inquire about her current plan and expressed interest in possibly switching to a different plan, such as Aetna. She also had questions about a late penalty for her prescriptions. Humana Honors plan Donna might consider switching to a different plan if it offers better coverage or benefits, specifically in relation to prescription penalties. She mentioned Aetna as a potential alternative. Edit Delete
10 Zachary 888-283-3133 ext. 207 Zachary is a licensed agent assisting the client with Medicare plans. He is based in Florida and has recently experienced a storm that has slowed down his systems. The client is seeking information about Medicare plans, specifically those offered by Humana and Aetna. She is also interested in understanding the benefits of these plans, including coverage for medications and chronic conditions like diabetes. Aetna The client would consider switching to a new plan if it offers increased benefits, covers her medications at a lower cost, includes her doctors in the network, and provides a monthly OTC allowance and a Flex Card. She is particularly interested in the Humana Gold Plus plan. Edit Delete