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10 Reasons To Work With

Preferred Senior Benefits 

If you’ve arrived on this page, you probably have a problem that you want to be solved, and you’re hoping Preferred Senior Benefits might be able to help. Maybe your problem is your current plan. Or maybe you’re new to the process. We have solutions, and we’d love to help you. Whether you’re a prospective client or a current one, below are ten reasons why you should choose to work with us.

1.  Transparency

Our clients and us are one team. We share all of the data that’s important to help you make wise decisions – the good and, occasionally, the bad. The data is yours to keep. If you decide to leave us for some reason, it’s yours to take with you. No hidden fees. No hidden agendas. Just our team helping your team succeed.

2.  Client Focus

Everybody says they offer great customer service. We prove it. Talk to any of our current or former clients. Our service is second to none. Preferred Senior Benefits will be closely involved in ALL aspects of your plan, not just to delegate work, but as a knowledgeable leader with actual experience. Your team members won’t be working on 10+ different clients at once; they’ll be focused on helping you succeed. We’re not trying to grow our company at your expense; we’re trying to grow your company for our mutual benefit.

3.  Experience

We have years and years of experience in this business, having worked with clients in all stages of this process. We understand and empathize with the challenges you face every day, and we have solutions to offer. We’ve worked with clients is different life points, and know which techniques perform best to meet your goals. We have a wealth of knowledge gained from this experience, and we don’t hoard it. Of course, we use this knowledge to run a successful agency. It’s a win-win-win situation.

4.  Flexibility

Our agency was set up to be extremely flexible in working with our clients. Headquartered just inside of downtown Boise, Idaho, we’ve worked with clients of all shapes and sizes. We have an outstanding track record of scaling client’s long term goals effectively, regardless of how large or complex they may be. We go for efficiency first, and then expansion to open new opportunities.


We don’t have the rigid processes and rules that come with large agencies. We’ll work with your systems, rather than demanding you use ours. We don’t believe in one-size-fits-all solutions.

5.  Attention to Detail

Big agencies tend to get complacent. They apply cookie-cutter tactics to unique accounts, minimizing their touch-points to maximize their own profits. We’re not like that. You won’t be a small fish in a big pond here. We won’t outsource your data to some unknown overseas entity to do the work; it’ll be done right here in the Boise, Idaho office. We want to do things the right way. The BEST way. We believe that if we can outperform our competitors, then money and success will follow naturally.

6.  Expertise

Preferred Senior Benefits is made up of very intelligent and passionate people. We stay up-to-date on industry innovations and provide guidance when needed. We don’t pretend to know your goals better than you, but we want to learn about it. And we want to help you understand what obstacles you are facing and what we are doing to solve them. We’ll bring new ideas and questions to the table so that together we can uncover opportunities and achieve success. A prime example of our expertise, experience, and ingenuity can be seen in our clients. We ALWAYS find opportunities for improvements that will help your bottom line.

7.  Work Ethic

Call it Idaho charm or scrappiness. We’re not into the flash and glamour or the bells and whistles. We don’t choose coverage based on awards opportunities or inflating egos. We’re “you-focused” instead of “us-focused”, with an entrepreneurial spirit. We like to roll up our sleeves and get things done. We’ve done some great things for our clients, but we’re never satisfied with good enough, and we don’t rest on our laurels. We’re constantly striving to grow and improve both for ourselves and for our clients. That’s just who we are.

8.  Thought Leadership

The Medicare industry is constantly changing. The same processes that many used to “help” their clients two years ago could very well be harming them today. We recognize the challenge for you to keep trying to keep up with all of the change. That’s what we’re for. Preferred Senior Benefits utilizes the most current best practices and available enhancements, and are among the first to adapt to algorithm changes. You won’t have to worry about falling behind when you work with us!


We use the latest and greatest in technology, but we believe that it is wasted without the input of people. We don’t just hit a button and watch our clients’ programs run. There are human intervention and input in every process we utilize. We believe that technology should be leveraged thoughtfully and with a purpose to automate simple or redundant processes for efficiency, but not relied upon in place of human input. We’re tech experts, but more importantly, we’re people experts.

9.  Integration

We work towards your overall success, not just meeting arbitrary goals. We take a look at the totality of your needs, not just the service we are providing. We utilize advanced analytics to get the most out of your plan. Our ability to understand the big picture and then dive into the details of your goals, lets us help you maximize the effectiveness of your plan as a whole.

10.  People

The Preferred Senior Benefits team is made up of intelligent, talented individuals with valuable experience and a commitment to building friendly, mutually beneficial relationships with our clients. We’re more than just a team, we’re your team.

We don’t just want to be a generic service provider for you. We want to get to know you and to help you succeed. We want to make you successful. Even the clients that end up leaving us often send referrals our way. Because they know we do good work, and that we care about our clients’ well-being. Preferred Senior Benefits is about people, and people accomplish more together.

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