Compare Medicare Rates with Confidence
Quotes tailored to your health, budget, and lifestyle — not just a generic rate sheet.
We match your health, medications, lifestyle, and budget with carriers most likely to approve you. That means no wasted time on plans you can’t get and confidence knowing you’re seeing the options that truly fit.
If you’re just turning 65, we’ll help you decide whether to lock in a carrier you’ll never need to leave, or if you’d prefer to ‘play the game’ and chase the lowest costs.
And if you already have a Medicare Supplement, we’ll check your health and prescriptions up front to make sure you can pass underwriting — saving you the frustration of applying and getting declined.
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Final Step: For Everyone
For New Clients
For Existing Clients
Call 214-340-0115 or send us a text to request your current profile link.
If you’re already a client, this step makes sure everything we have on file is current.
You’ll review your contact details, doctors, pharmacies, and prescriptions — and update your Scope of Appointment (SOA) so it’s valid for this year.
Keeping this information accurate ensures we can recommend the best Medicare Supplement options for you.
➡️ Once your profile is up to date, please also complete the Medicare Supplement Survey.
This short survey helps us match you with the right Medicare Supplement options. We’ll ask about:
- Any discounts you may qualify for (household, EFT, multi-insured).
- Your current coverage and the latest health information we need to keep your profile accurate.
It only takes a few minutes, and your answers ensure we deliver quotes that are tailored to your needs and priced correctly.
Once your intake (for new clients) or profile review (for existing clients) and this survey are complete, our team will prepare your quotes — usually within 1–2 business days — and contact you to review them together.
If you’re new to BenefitsDallas, please start here first. This secure form helps us set up your profile. We’ll ask for:
- Your contact details (name, address, phone, email).
- Your doctors, pharmacies, and prescriptions.
- A required Scope of Appointment (SOA) form — this lets us review Medicare plans with you in compliance with Medicare rules.
⚠️ After completing your Initial Intake, you’ll still need to do the Medicare Supplement Survey.
Your privacy matters. Your information stays secure and is used only to customize your Medicare quote — never shared or sold.
What happens next:
- A team member may schedule a phone, Zoom, or in-person appointment.
- We’ll prepare a new application if a carrier change is recommended.
- If something delays your move, we’ll tag your account and follow up at the right time.
- We’ll guide you if you’re new to Medicare, including enrolling at ssa.gov.
- Every client gets an annual rate review to confirm they’re still on the best plan.
We’re here to guide you every step of the way — today and in the future.