Happy New Year! Responding to your email requesting input. As for how to improve your service, I’d be hard pressed to give an example of an area I found lacking. Your willingness to travel and meet folks with questions or are in need of advice makes all the difference to newbies (like I was we met). Perhaps sending a heads up to us when there are improvements or expansion of specific coverages. For example, I personally would like to be connected to the first insurance company that allows the approval of dental implants for seniors. I wouldn’t hesitate to recommend you to any friend with retirement questions. Hope this is helpful to you!
Best wishes for 2023,