For Employers & HR Teams

Coverage transitions affect your people — Bri handles the individual and Medicare side so you can stay focused on running your business.

When your employees face coverage transitions, they need expert help you may not have bandwidth to provide

Bri works alongside HR teams and group health agents as a trusted specialist for the individual and Medicare coverage that falls outside most group plans — so your employees land in the right place, without you having to manage it.

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Employees in benefit waiting periods

New hires often face a 30- to 90-day gap before employer coverage kicks in. Without guidance, they either go without coverage or make a rushed decision they will regret. Bri bridges that gap with individual short-term or marketplace coverage tailored to the specific window and the person.

You refer them to Bri at the offer letter stage. She handles the rest. They start day one knowing they are covered.

Employees approaching retirement

Retiring employees face one of the most consequential insurance transitions of their lives — moving off employer coverage and onto Medicare. The enrollment windows are narrow, the penalties for mistakes are permanent, and the choices between Medicare Advantage, traditional Medicare, and supplement plans are genuinely complex.

Bri specializes in this transition. She coordinates with HR to understand the separation timeline and guides each employee through the right choices for their situation.

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Employees leaving the company at any stage

Resignations, layoffs, reductions in force — when an employee leaves, their employer coverage ends, and COBRA is often the first (and most expensive) thing they reach for. Bri presents the full picture of alternatives: marketplace plans, short-term coverage, and individual options that may cost significantly less than COBRA for equivalent or better coverage.

Employers who refer departing employees to Bri send a signal that they care how the transition lands — and they relieve HR of a question they are often not equipped to answer.

For group health agents: a specialist you can refer with confidence

Individual health coverage and Medicare are genuinely different markets from group. Many group agents want a trusted specialist to send clients to when those clients need individual coverage — during a job change, a waiting period, or as they approach Medicare age — without losing the relationship.

Bri works as a referral partner to group agents across her licensed states. She handles the individual and Medicare side cleanly, your client gets expert help in unfamiliar territory, and the relationship stays intact.

You keep the group relationship

Your client gets a licensed specialist in individual and Medicare

No territory conflict — she does not work the group market

Licensed in 14 states: AR, AZ, FL, GA, IA, KY, LA, ME, MI, MS, NC, OH, OK, TX

Discuss a referral partnership →

Ready to set up a referral partnership?

Reach out and Bri will explain how she works alongside group agents and HR teams to support employees through every coverage transition.

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