Schedule a Medicare Enrollment Appointment

Schedule a Medicare conversation by phone or HIPAA-compliant video with an independent agent licensed in Florida, Tennessee, North Carolina, or Maryland.

Contact Katie’s team

Tell us how to reach you

Send an inquiry to Katie’s team. Do not include Medicare numbers, Social Security numbers, diagnoses, or other private health information.

Do not send policy numbers, Medicare numbers, Social Security numbers, payment information, diagnoses, or medical records.

Required fields are marked with an asterisk. Your inquiry is delivered to Legacy Health Insurance through Amazon SES.

What to prepare for your Medicare appointment

  • A list of prescriptions, including dosage and frequency
  • Your preferred doctors, hospitals, specialists, and pharmacies
  • Your Medicare Part A and Part B effective dates, if available
  • Your budget, travel needs, and coverage priorities

Do not send Medicare numbers, Social Security numbers, diagnoses, payment information, or medical records through this form.

What happens during the conversation

The consultation takes place by telephone or HIPAA-compliant video conference. An independent agent will ask about your priorities, explain the coverage types that may fit your situation, and compare the plans the agency offers in your area. There is no obligation to enroll.

What happens afterward

You can review plan documents, verify doctors and prescriptions, and decide whether to enroll. If you proceed, the agent will explain the required enrollment steps and notices.

Ready for clear, one-on-one Medicare guidance?

Schedule time with Katie “The Medicare Lady” Vella to discuss your needs and the options available in your area.

Speak to an agent