Medicare Services
for Employers & Human Resources
Making Life Easier for Employers and Human Resources Departments
Do you have employees nearing age 65 and/or retirement? — Are they coming to you with their questions about Medicare and their health insurance transition?
We can help!!!
Our educational services are offered at No Cost to bring extra value to Employers and soon to be Retirees alike.
Our Advisors are all salaried employees, and are not incentivized with commissions. Our guarantee: NO SALES PITCHES! Only friendly, undivided, and efficiently executed service.
Our Services
HTA can service your employees nationwide. Licensed in 49 states offering 40+ insurance carriers.
Our services are available to employees, their family and friends.
Group Educational Webinars
The Webinar is no cost to you or your employees. The 60 minute, informative presentation provides a comfortable, no pressure environment for learning and gathering information. It is great for anybody who is (or has loved ones) nearing age 65 and/or retirement.
Attendees will be able to ask questions throughout the webinar that will be answered in writing after the webinar. Those who register will even get a copy of the presentation to refer to whenever they need it. When they are ready, they can contact us for their own, personalized Roadmap to Medicare.
HR Medicare Support Team
We have a dedicated Employer Services Team available to answer your toughest Medicare questions. Email or call and HTA will provide thoughtful, detailed answers that are referenced and sited for accuracy. We can be that trusted resource you and your employees wanted/needed for answers about Medicare. We respond to inquiries both verbally and in writing.
Cost Benefit Analysis
Compare your Group Health Plan to Medicare and better identify which employees may be inclined to voluntarily waive off the Group Health Plan to join Medicare.
Employee Medicare Support — Roadmap to Medicare PROCESS
When your employee is ready, we will assist them in a scheduled Zoom appointment or phone call to not only understand their Medicare-related options, but also to make the decisions that are best for them and their loved ones.
Since each employee’s situation may be different, we provide a personalized, no cost consultation to provide recommendations specific to their situation and health needs. We follow up with a detailed summary email and report outlining the employee’s specific “action plan.”
We can advise on:
- What is involved in going from a Group Health Policy to Medicare
- When is it appropriate to enroll or defer Medicare Part B if not retiring at age 65
- What happens when couples do not turn 65 at the same time
- What does Medicare cover and not cover
- Shopping and research on Secondary insurance options with over 40 insurance carriers
Reliable advice from a trusted resource
HTA has been offering Medicare related products for over 25 years. Our Client Services Team members are experts in Medicare Insurance. We have an intimate knowledge of the products and carriers. All team members go through a detailed, uniform training program; therefore, employees will get the same high quality advice from all of our Advisors. In addition, each team member is required to talk with many Medicare beneficiaries in a supervised training environment prior to working with a referred employee.
Our team approach provides high quality service. Your employee will receive get quick answers by speaking with any available team member. In addition, they have the option to continuously work with the same representative for every call. Please note, they may need to schedule an appointment if their assigned rep is not currently available.
Our Advisors are all salaried employees, and are not incentivized with commissions. Our guarantee: NO SALES PITCHES! Only friendly, undivided, and efficiently executed service.
We are committed to exceeding your expectations.
Interested in setting up services for your company?
Offering educational seminars, webinars, & personal consultations
Call: 610-430‐6650, Option 3 | Email: EMPLOYERS@HTA-insurance.com
Let our team know you are looking to set up Medicare Educational Support for your employees.
Testimonials
Excellent personalized service! Russ called me back right away, able to resolve my property insurance inquiry within hours. Made the process very smooth. Happy to be doing business with HTA for our property insurance , highly recommended!
Jen M
We have had the wonderful opportunity to become customers of HTA recently when our previous insurance agents transferred us to HTA. The entire company made the transition warm and welcoming and we truly feel so supported by everyone. Heather has been so helpful and responsive with auto insurance questions- being knowledgeable and timely are two really important qualities when dealing with insurance. We are looking forward to working with HTA further as we carefully consider options to optimize our coverage based on our current needs and rest assured that we will be able to do that throughout our lives even as our needs shift and change.
Katie B
Tracy Keesey joined HTA Insurance Services in 1998 and quickly rose through the ranks due to her exceptional skills and commitment to excellence. Over the years, she has held various positions within the company, gaining valuable experience and knowledge in the insurance industry. In 2007, after successfully developing and leading a Long-Term Care (LTC) Brokerage Division, Keesey was offered partner at HTA. Ten years later, founding partners Harry and Debbie Tashjian retired, thus resulting in the full acquisition of the company by Keesey in 2017.
As Owner and CEO, Tracy Keesey has been instrumental in driving HTA Insurance Services’ growth and expansion. Under her leadership, the company has achieved remarkable milestones, including shifting the overall business model to focus on guiding the clients of financial advisors through the daunting and complicated Medicare selection and enrollment process. This important transition led to the development of The Client Services Division (Retail Division), which still prospers today. In 2021, Keesey sold the Wholesale Division of HTA to Ritter Insurance Marketing. Under the agreement HTA continues to operate the Medicare, Life, and LTC businesses allowing for the focus to be direct to consumer sales, Keesey’s true passion.
Additionally, Keesey recently acquired The DiMatteo Agency, a Property and Casualty business which has expanded HTA’s reach and product offerings to include personal and commercial lines of insurance. Her strategic vision and ability to adapt to changing market dynamics have positioned HTA Insurance Services as a leader in the industry.
Tracy Keesey’s leadership style is characterized by her strong emphasis on teamwork, innovation, and customer satisfaction. She believes in fostering a collaborative work environment where employees are encouraged to share ideas and contribute to the company’s success. Her commitment to employee development and well-being has resulted in a highly motivated and engaged workforce.
Beyond her professional achievements, Tracy Keesey is also actively involved in philanthropic endeavors. She has been a strong advocate for various charitable causes, including the National Association of Insurance Financial Advisors (NAIFA), where she is currently serving as President. Most recently, Keesey along with other members of NAIFA, visited our nation’s capital and led a delegation of 25 for the NAIFA Congressional Conference on Capitol Hill, promoting financial literacy. Her dedication to giving back to the community has had a positive impact on the lives of many.
As HTA Insurance Services celebrates Tracy Keesey’s 25th anniversary with the company this fall, it is a testament to her unwavering commitment and dedication. Her leadership has not only shaped the company’s success, but also inspired and mentored countless individuals within the organization.
Tracy Keesey’s 25 years with HTA Insurance Services have been marked by exceptional leadership, innovation, and a passion for excellence. Her contributions to the company and the insurance industry as a whole are truly commendable. As she celebrates this milestone, we congratulate Tracy Keesey on her remarkable journey and wish her continued success in the years to come.
We are very happy to offer this service to our employees. Kathy has been very helpful in answering any questions, providing communication materials and making the process as smooth as possible for our team to implement. The webinars and site visits were well attended and engaging for our employees, and the staff very knowledgeable and attentive to questions. We look forward to being able to offer more in-person visits in the coming months.
– Annette F – Sr. Consultant
Great organization that does amazing things for their customers. Every time I refer an employee to them, I receive the same feedback- “Thank you so much for suggesting I talk with them. They were all so nice and so knowledgeable. I’m glad that I talked with them. I feel more confident in my choices.”
– Kevin F – Benefits Analyst
Our Medicare Employee Webinar was fantastic and we had a great turnout! Thank you so much for being a great resource for our employees.
– Rachel M – Finance of America Companies