AGENT
You’ve Sold Your Clients
Insurance Policies – Now What?
Do You Have Resources to Support Your Clients with their Questions on Aging and Policy Claims?
Why Insurance Professionals Partner with Amada Senior Care
50%
Probability of a retiree needing some level of care when they reach the age of 85
56%
Probability of a retiree needing some level of care when they reach the age of 85
89%
Retirees end up relying on a relative to provide the care they need
This remains true, even when the retiree has LTC insurance.
73%
Most claims begin with care at home.
18%
Claims then move to assisted living
9%
and finally nursing homes
80’s
Claims typically begin in the 80’s, with half starting between ages 80 and 89
2/3
LTCI claim denials result from claimants passing away during the policy elimination period
How are you supporting your clients’ as they age in place?
Why Financial Professionals Partner with Amada Senior Care.
Your clients deserve support beyond the sale
Amada provides our partner agents’ clients with care planning, care coordination, aging resources & claims support.
When it comes to claims, consumers say:
Consumer Preference for Phone Contact
46% of consumers surveyed choose to discuss complex claims situations by phone.
Value of Agent Interaction
Despite the rise of digital tools, many clients appreciate the expertise and personalized assistance provided by agents when dealing with claims.
Agents as Advocates
Insurance agents can help guide clients through the claims process, handle paperwork, communicate with the insurance company, and potentially speed up the process.
Importance of Communication
Effective and proactive communication from agents during the claims process significantly impacts customer satisfaction.
Add Amada to your Team to support your clients’ post-sale, allowing you to focus on growing your business.
Amada Senior Care partners with Insurance professionals and their clients to provide:
1. Senior Advisory Consultation & Planning
An in-depth overview of the care planning process, review of the stages of aging and recommended planning steps & documents. Help your clients understand the full continuum of care; from hospital discharge, to getting placed with the right care. Provide your clients with a Care Aging Portfolio of resources, tailored to their needs.
2. Care Plan Development & Coordination
At the point your client may need care, we provide a comprehensive RN / Nurse assessment & evaluation of their overall health concerns and develop a Care Plan with recommendations of the type & level of care that is appropriate. We provide caregiving resources in the home or can help your client get placed into the senior community of their choice.
3. Long-Term Care Insurance Claim Advocacy & Management
Complimentary long-term care insurance policy review & analysis, RN assessments for LTCI, claims approval and advocacy, claims billing management. Alleviate the stress, confusion & risk of filling LTCI claims without professional help.
4. Sales Re-Exposure in the Home
We specialize in navigating planning meetings with the whole family. LTCi is a critical component of making care possible for many of the families that we serve. We identify opportunities to refer family member prospects of our caregiving clients for LTCI to our agent partners.
5. Resource for Seniors & Families That Need Support with Ancillary Care Services:
Amada provides ancillary support for families providing training to family caregivers, support with technology implementation, home modification guidance and more. Additionally, Amada can provide resources for
6. Guidance to Find Additional Care Funding Resources:
Our teams provide funding support with VA benefits, using home equity or life insurance assets or finding state or local programs and non-profit organizations to provide benefits.