EXISTING CLIENT _ AEP Review 2025

Existing Client-Appointment or Plan Review Request Form

Please let me know how I can help you. I appreciate the opportunity to continue to earn your business!
Who you enroll with matters! Whoever assists you with your application then that agent is your Agent of Record. Not only assisting you with plan comparisons and enrollment but also providing ongoing, year-round support. Thank you for continuing to support my small business and trusting me over that 800# call center.
Full Name*

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Contact Number*
Email Address
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Hello!

Client needs during the Annual Election Period can vary widely. Some clients have urgent concerns and require a meeting, while others may not intend to make changes and don’t need to meet at all. Many simply want a quick check-in via email to determine if a meeting is necessary.

To assist all my clients efficiently during this limited 53-day window, I’ve created this simple form for you to share your current needs.

Quick Reminder: Medicare Supplement Plans (or Medigap Plans) like Plan F, Plan G, and Plan N are not affected by the Annual Election Period and can be adjusted year-round. Ideally, unless there’s an urgent issue, I recommend handling changes to these plans outside of the Annual Election Period so we can focus on plans that can only be changed during this time. If you’re unsure about your plan, please don’t hesitate to ask!
Are you interested in meeting in person at the Tri-Cities or Yakima office - or - are you interested in having me do a remote review of your plan options?

Remote Review for Electronic ApplicationTri-Cities Office In PersonYakima Office In PersonOther
A remote review would be handled electronically only, with me gathering your details for needs assessment through secure forms submissions and/or secure emails. Then I would do the plan comparisons for you and send you a personalized quote via email with my plan suggestion, including a link for your electronic application completion.
Please Share Your Thoughts: This section is open for your input. Please share any questions or how you’d like my support during the Annual Election Period. Is there new information or anything you’d like to emphasize for your plan review, whether it’s remote or in person? How satisfied are you with your current plan? Are there any positives or challenges you want me to know about? Additionally, is there anything else you’d like me to keep in mind?
Please verify that you are human*
I, Sarah Sherrill (or an assistant from my office), will review your submission and reach out as soon as possible to facilitate an appointment time or review process.
By completing this form I understand that Sarah Sherrill, a licensed agent (or an assistant from her agency), will reach out to me by phone or email to discuss Medicare Advantage Plans, Medicare Supplement Insurance Plans, or Medicare Part D Plans.
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Existing Client-Appointment or Plan Review Request Form