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MEETING PREP
Sign the Scope of Appointment permission form. (required)
Provide names of providers & medications. (optional)
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More about
Shawn Marie Swagerty
MyMedicareHero Agents
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Jesse J Swagerty III
TX, NM, CO, AZ, AL, AR, FL, LA, OK
Jennifer Oesterreich
Colorado
Elizabeth Tredennick
Existing clients only
Patrick Reay
Colorado
Walker Hayes
Colorado
Katina Jakel
IT Support - internal (PT)
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Preparing to Meet with Your Agent
Follow the links below to fill out the required forms and upload documents before your meeting.
Online Intake Form
Follow the link below to fill out our form and submit your personal details for your meeting with our agent.
Scope of Appointment Permission Form
The Scope of Appointment sent separately via email must be documented for all personal marketing appointments, regardless of location, venue or mechanism (in-person, telephonic, or electronic) at least 48 hours prior to the appointment.
Safely Upload Documents
Use the portal below to upload your personal documents and forms securely by encrypting your information for safe transmission to MyMedicareHero!