What information do I need to prepare for consultation on the Medicare Medicare Card?

Ivy Yang
Jul 23
2 min read

When you are preparing to consult about Medicare insurance, the most common question is: "What information should I prepare?" Don't worry, this article will help you sort it out at once. As long as you prepare in advance, the consultation process will be smoother and more efficient, and you will be more likely to find the best plan for you .

Why do I need to prepare information in advance?

✅ Save time and make consultation more targeted
✅ Let the insurance advisor understand your actual situation
✅ Compare suitable insurance plans based on your situation
✅ Avoid missing important information and affecting subsequent applications

Check out the list of required materials

The following are some items you should prepare in advance when you consult Medicare:

1️⃣ Basic Information

Name, Date of Birth
Residential address (ZIP Code)
Email address (required, to facilitate cloud data transmission and subsequent confirmation)
Main contact number

2️⃣ Red and Blue Card Information

Medicare ID Number
A/B Effective Date (upper right corner on the front of the red and blue card)

3️⃣ Current insurance status (if any)

Do you already have: employer retirement insurance, spouse insurance, VA veterans insurance, **California Medicaid**, etc.
If you already have a Medicaid card, we can help you find a suitable insurance plan (e.g. dual-qualification D-SNP plan)

4️⃣ Medical needs and concerns

Do you have any chronic diseases (such as diabetes, hypertension, heart disease, etc.)
Regularly visited physicians and medical institutions
Concerned about whether dental, vision, hearing, transportation and other benefits are covered

5️⃣ 💊 List of commonly used medicines (very important)

Please provide a list of prescription medications you are currently taking , including:

Drug name (generic or brand name)
Dosage and administration (e.g. 10 mg, once a day)
Prescribing physician and common pharmacy name

📌 The drug list can help us check whether the insurance covers it, which one is the most cost-effective, and what the deductible is, which will directly affect your daily medical expenses!

This list also applies to online/telephone consultations

Even if it is not a face-to-face consultation, as long as the above information is prepared, the planning can be completed via telephone or cloud tools.

If you are a child seeking consultation, please also prepare the relevant information of your parents.

Conclusion | I will help you step by step

There is no "standard answer" for the Red and Blue Cards, only the combination that best suits you . Just prepare these materials and I can help you:

Compare premiums and benefits of different plans
Use with existing insurance, such as Medi-Cal
Avoid falling into unnecessary insurance premium traps

🔖 Tips:

Many customers initially say "I don't take any medicines", but when they list them, they find that they take more than 5 kinds! Organizing your medicine list in advance can really help you save a lot of money!

📥 If you are not sure whether you are fully prepared, you are welcome to send me a private message. I can provide a "Pre-consultation Checklist" so that you can prepare with peace of mind.

—— IVY YANG Insurance Services ｜Caring about your every step of retirement medical planning