Guides and Checklists

Below is a library of Guides and Checklists. Click on the topic to reveal additional information.

 

Guides

MEDICARE

What to do if you get a Medicare letter

Download

INSURANCE CARRIERS

How to create and log into your carrier account

Download

PAYMENT METHOD

How to Set Up Autopay or Change Payment Method

Download

EOB

How to read an Explanation of Benefits (EOB).

Download

EOB

How to read an Explanation of Benefits (EOB) for a Medicare Advantage Plan.

Download

PROVIDER SEARCH

How to check if a Doctor is in network.

Download

CLAIMS

How to fix a claim denial.

Download

ID CARDS

How to request a replacement ID card.

Download

ID CARDS

How to use your new ID cards.

Download

ID CARDS

How to use your new Medicare Advantage Plan ID card.

Download

PREMIUM NOTICE

How to read your carrier bill (or premium notice).

Download

 

Checklists

INCOME

Income Update Checklist

Download

TAX SEASON

Tax Season Checklist

Download

PLAN CHANGE

Plan Change Checklist

Download

TURNING 65

Turning 65 Checklist

Download

TURNING 26

Turning 26 Checklist

Download

JOB CHANGE

Job Change Checklist

Download

LOSS OF A LOVED ONE

Loss of a loved one Checklist

Download

NEW BABY

New baby Checklist

Download

NEW SPOUSE

New spouse Checklist

Download

Illuminate Benefits Group

High Point, NC

 336-900-6777

We are an independent brokerage that supports clients throughout the United States