OUR PROCESS
Clearwell helps you build a lasting relationship with a trusted Medicare advisor.
Tell us about you.
We start by learning about your situation — whether you’re new to Medicare or exploring better coverage. Through a short questionnaire, we identify what matters most to you — whether you prefer to talk in person or over the phone, and the type of advisor you’d feel most comfortable with, like friendly and outgoing or calm and straightforward.
We find your strongest matches.
Using your preferences, we search our network of licensed Medicare advisors to find those who fit your needs and communication style. Every advisor is verified, experienced, and background-checked, so you only see people you can trust.
You choose your advisor
We’ll show you a few verified Medicare advisors who fit what you’re looking for. You can review their profiles, see how they work, and decide who feels right for you — no pressure, no sales calls.
Get clear, personal guidance.
Once you choose your advisor, they’ll reach out how you prefer — by phone or in person — to walk you through your options. They’ll explain everything in simple terms so you can make confident, informed decisions about your Medicare coverage.
Why this is so important
Finding the right person to guide you through Medicare can mean the difference between confusion and confidence. Our verified advisors take time to understand your doctors, prescriptions, and priorities—so you can make decisions that truly fit your life.
Advisors
Licensed, background-checked, and verified through Clearwell. |
Seniors helped
Our team has completed over 225 successful projects, each tailored to meet the unique needs of our clients.
States Covered
Access to licensed agents in majority of the states.
FAQ