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  We're here to protect insurance consumers

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The complete counselor - covering all the bases

Quick reference cards

• Before counseling (PDF)
• Medicare Unique IDs (PDF)
• CCR Intake (PDF)
• CCR Assessment (PDF)
• Publications to use in counseling (PDF)
• Reporting complaints and potential fraud (PDF)
• Complaints referred for action -- what happens next? (PDF)
• CCR Action Plan (PDF)
• Referral resources (PDF)
• Estimating dollars saved (PDF)
• Helping clients with challenging behavior (PDF)

Handouts

• Disclaimer bookmark (PDF)
• Training packet (PDF)
• Marked-up CCR (PDF)

Publications

• Client Contact Record (PDF)
• SHIBA business card (PDF)