Meet Dan and Gladys Davis*, a dynamic duo enjoying their golden years surrounded by twelve lively grandchildren. With their family spread across four states, the Davises have homes near each one, allowing them to hop between states to stay connected with their loved ones. Life is busy, but full of joy.
While their primary healthcare needs are met back home in North Carolina, they often visit doctors in other states during their travels. Despite their best efforts, though, they’ve grown increasingly frustrated with their expensive health insurance and the mounting medical bills that always seem too high. Add to that the confusing Medicare signup process, and it was enough to make anyone’s head spin. Though they could afford the costs, Dan and Gladys felt like they were being taken for a ride but didn’t know where to start.
Enter Atlas
During a recent trip to Boulder, Colorado, Gladys caught up with an old friend, Sylvia, over lunch. As they chatted, Gladys couldn’t help but vent about the headaches she and Dan were having with their health insurance.
“Sylvia is such a dear friend,” Gladys said, “After listening to my complaints, she told me I just needed Atlas and called Mary Kay right then and there. I didn’t know what Atlas was or who Mary Kay was, but it turned out to be the start of something magical.”
A few days later, Dan and Gladys sat down for lunch with Mary Kay Gondrezick, CEO and Shareholder at Origin CPA Group, and Jenn Wenande, Atlas Program Director. After hearing about their struggles, Jenn assured the Davis’s that Atlas could help.
“Dan just looked at them and said, ‘Figure it all out for us and tell us what to do,'” Gladys recalled with a smile. “And that’s exactly what they did.”
The Result
The Atlas team swooped in and took charge. They organized the Davis’s paperwork, guided them through the Medicare signup process, and researched the best health insurance plans to fit their needs. To double-check their findings, they worked with their partner to ensure that the best options were presented to Mr and Mrs Davis. They even uncovered medical billing errors due to coding issues, which, after a few phone calls, resulted in corrected invoices and unexpected credits.
“I’ve always said, it’s not what you know, it’s who you know,” Gladys said, “and now that we know Atlas, we don’t worry about health insurance anymore-what a wonderful gift.”
Today, Atlas continues to support the Davis family, handling the maintenance and upkeep of their multiple homes, managing their constant travel, and even organizing the annual Davis family vacation.
What if You Had Someone Helping with Your Health Insurance Decisions?
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*This story is based on prior issues and projects Atlas has handled. In order to protect privacy, the details including names have been changed but the services and relief provided are accurate.