Business Details
21 Years
experience
Your Trusted Medicare Insurance Partner in Chula Vista, CA
Since 2005, SBHIS Insurance Services has dedicated itself to simplifying Medicare for seniors across California, Arizona, and Florida. Our mission integrates technology, empathy, and human connection to redefine how individuals select Medicare plans. With over 25 office locations and hundreds of seasoned agents, we provide personalized guidance for Medicare Advantage, Medicaid, and prescription savings programs. Our proprietary CRM system and compliance tools ensure efficient, accurate service while maintaining military-grade data security. Backed by a dedicated compliance helpline and 11-year digital record storage, we empower agents and members with transparent, reliable solutions. Our team of experts handles commission processing, onboarding, and regulatory navigation, allowing clients to focus on their core needs.Through SBHIS University and live training sessions, we maintain industry-leading expertise in Medicare insurance sales. Headquartered in Chula Vista, California, we serve members through in-home, telephone, and walk-in appointments, prioritizing accessibility and peace of mind. Our commitment to excellence extends to discounted E&O insurance, digital SCOPE management, and personalized marketing materials. By combining technological innovation with compassionate service, we ensure clients receive tailored Medicare solutions that align with their lifestyle and financial goals.
Services
Medicare Plan Selection
Medicaid Assistance
Prescription Savings Programs
Medigap Plans
Medicare Advantage Enrollment
Details
- Year established: 2005
Highlights and features
- We've specialized in Medicare solutions since 2005 with 25+ office locations
- Our proprietary CRM system streamlines plan comparisons and compliance
- Backed by military-grade data security and 11-year digital record storage
- Dedicated compliance helpline and expert commission processing team
- Complimentary online training with industry veterans boasting decade-long experience
Services
Medicare Plan Selection
Our experts guide seniors through Medicare Advantage, Part D, and supplemental plan options. We analyze individual healthcare needs and budget requirements to recommend customized coverage solutions. With access to multiple providers, we ensure clients find plans that balance cost, benefits, and provider networks while maintaining compliance with federal regulations.
Medicaid Assistance
We help qualifying individuals enroll in Medicaid and Extra Help (LIS) programs. Our agents navigate federal and state requirements to connect clients with financial assistance for prescription drugs and healthcare costs. We provide documentation support and eligibility verification to streamline the application process for dual-eligible beneficiaries.
Prescription Savings Programs
Our team identifies cost-saving opportunities through Medicare Part D plans and supplemental programs. We compare formularies, co-pays, and coverage gaps to recommend optimal prescription drug plans. For non-Medicare patients, we connect clients with third-party discount programs that reduce medication expenses across major pharmacy networks.
Medigap Plans
We offer comprehensive Medigap plan comparisons to cover out-of-pocket costs from Original Medicare. Our agents explain coverage differences between Plan A-N options, helping clients choose policies that address specific needs like foreign travel emergency care or skilled nursing facility coinsurance.
Medicare Advantage Enrollment
We facilitate enrollment in private Medicare Advantage plans that bundle hospital, medical, and prescription coverage. Our agents explain HMO/PPO network requirements, additional benefits like dental/vision, and total cost considerations. We ensure clients understand plan restrictions and provider participation before enrollment.
People
Patricia Salas
CEO and Chief Dream Enabler
Patricia Salas leads SBHIS Insurance Services with expertise in Medicare, Medicaid, and managed care. Holding a Latin American Studies degree from San Diego State University, she brings decades of experience in physician relations and prescription drug plans to shape the company's strategic direction.
Thomas Holm
Chief Financial Officer
Thomas Holm oversees financial operations at SBHIS Insurance Services. With extensive experience in healthcare finance, he manages budgeting, accounting, and financial strategy to ensure the company's continued growth and stability while maintaining compliance with industry regulations.
Cristina Ramirez
CEO of SBHIS of Arizona
Cristina Ramirez directs Arizona operations for SBHIS Insurance Services. Leveraging deep knowledge of regional healthcare markets, she ensures state-specific compliance and service excellence across Arizona locations while aligning with corporate standards for Medicare plan guidance.
Tien Nguyen
Senior VP of Sales Northern CA
Tien Nguyen leads Northern California sales operations with expertise in Medicare insurance distribution. He develops strategic partnerships and sales initiatives while mentoring agents on plan comparisons, compliance requirements, and client relationship management techniques.
Aldo Stella
Chief Compliance Officer
Aldo Stella ensures regulatory adherence across SBHIS Insurance Services. With comprehensive knowledge of CMS guidelines, he oversees compliance protocols, staff training programs, and risk management strategies to maintain the company's reputation for ethical business practices.
Questions
What Medicare plans do you help with?
We assist with Medicare Advantage (Part C), Prescription Drug Plans (Part D), Medigap policies, and Medicaid enrollment across California, Arizona, and Florida.
Are your services free?
Yes, our Medicare plan guidance and enrollment assistance carry no direct costs to consumers. We receive compensation from insurance carriers when clients select plans through our agents.
How can I schedule an appointment?
Call 1-888-816-9881 during business hours (Mon-Fri 8AM-6PM) to schedule in-home, telephone, or office walk-in appointments at any of our 25+ locations.
Do you help with Medicaid applications?
Yes, our agents assist qualifying individuals with Medicaid enrollment and Extra Help (LIS) applications for prescription drug assistance through federal programs.
What makes SBHIS different from other agencies?
We combine proprietary CRM technology with 25+ physical locations and 16+ years of Medicare expertise to offer personalized plan comparisons, compliance support, and military-grade data security.
Can you help with existing Medicare coverage?
Yes, we review current Medicare Advantage plans, identify coverage gaps, and help clients switch to more suitable options during annual enrollment periods or qualifying life events.
