Lacey Hartman
Senior Retention Specialist
Lacey leads our retention care, making sure your coverage keeps fitting your life year after year. She is known for answering questions clearly and following up until things are right.
The day you enroll, our retention team goes to work
Choosing a plan is only the beginning. Our dedicated retention specialists stay in your corner all year long, answering questions, reviewing your coverage, and advocating for you whenever life or your health changes.
Year-round service
A real person, not a phone tree
Never an extra cost
Support that does not end at enrollment
Some agencies sell you a plan and move on. We do the opposite. Once you are enrolled, you are handed off to a retention specialist whose entire job is keeping your coverage working for you, month after month, year after year.
When a claim looks wrong, when a new prescription is not covered, when your doctor leaves the network, or when you simply have a question you are afraid is silly, you call us first. We pick up, we listen, and we handle it. There is no charge for any of it, because helping you keep the right coverage is the whole point.
365
Days a year we are here for you
$0
Cost for our ongoing service
1:1
A specialist who knows your file
Meet your retention specialists
Friendly, licensed, and genuinely on your side.
LH
AA
Meet your retention team
Real people you can call by name, here for you long after you enroll.
Anna Ashery
Retention Specialist
Anna helps clients with the everyday details, ID cards, provider changes, claims questions, and annual reviews, so nothing slips through the cracks and you always feel supported.
What our retention team does for you
Real, hands-on help with the things that actually come up after you are enrolled.
Annual plan reviews
Plans and premiums change every year. We review yours against your current medications, doctors, and budget to confirm it is still your best fit, or flag it if it is not.
Questions answered year-round
A confusing letter, a bill you do not understand, a benefit you are not sure you have. Call us any time and talk to a person who knows your coverage.
Claims and billing help
If a claim is denied or processed incorrectly, we help you understand why and work alongside the carrier to get it sorted out.
ID cards and paperwork
Lost your card? Need a replacement, a form, or proof of coverage? We help you order it and make sure it arrives, so you are never stuck at the pharmacy.
Provider and pharmacy changes
When your doctor leaves the network or you switch pharmacies, we check that your plan still covers what you need and walk you through your options.
Advocacy when health changes
A new diagnosis or treatment can change what coverage serves you best. We reassess your plan and advocate for the care and benefits you are entitled to.
What to expect through the year
Our support follows a rhythm, so nothing important slips through the cracks.
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1
Right after enrollment
A warm welcome and a real contact
You meet your retention specialist, confirm your details, and learn exactly who to call. Your file is set up so we can help you fast whenever you reach out.
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2
All year long
Day-to-day help, whenever you need it
Claims, ID cards, new prescriptions, provider changes, and the questions that come up between appointments. We are a phone call away, every business day.
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3
Late summer to early fall
Proactive outreach before Annual Enrollment
Before the Annual Enrollment Period opens on October 15, we reach out to review what is changing for next year and whether your plan still fits, so you are never caught off guard.
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4
October 15 to December 7
A clear plan review during AEP
We compare your options side by side and, if a change makes sense, handle the switch. If your current plan is still the best choice, we will tell you that too.
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5
Whenever life changes
We adapt with you
A move, a new diagnosis, a change in income, or a qualifying life event. We help you understand your rights and make any updates your situation calls for.
"We never want a client to feel alone with their coverage. Pick up the phone and you reach someone who knows your name, knows your plan, and is ready to help. That is what staying in your corner really means."
The TKT Retention Team
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You keep the same team. No bouncing between strangers. Your specialist learns your situation and stays with you.
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We do the legwork. Carrier hold times and paperwork are ours to handle, not yours.
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We reach out first. You will hear from us before the deadlines that matter, not after.
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It is always free. Our service never adds a penny to what you pay for your plan.
Why an agency that stays makes the difference
Medicare and insurance are not set it and forget it. Networks shift, formularies change, and your own health needs evolve. The value of a good plan is only as strong as the support behind it when something comes up.
That is the entire reason our retention team exists. We turn a once-a-year decision into a relationship you can lean on, so you spend less time on hold and more time living your life.
Become a clientAlready a client, or thinking about it?
Whether you have a question today or you want coverage backed by a team that stays, we are ready to help.