Trisha Roa

HELPING TEXANS WITH MEDICARE SINCE 2021

insurance agent
medicare book

Licensed Insurance Agent

SERVICE AREA

  • San Antonio, TX

AGENT FOCUS

  • Medicare Advantage Plans
  • Medicare Part D Prescription Drug Plans
  • Medicare Supplement Insurance
(210) 323-2876
TRoa@McCunisFox.com
Follow Trisha Roa
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ABOUT TRISHA ROA

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HOURS

MONDAY

8AM – 5PM

TUESDAY

8AM – 5PM

WEDNESDAY

8AM – 5PM

THURSDAY

8AM – 5PM

FRIDAY

8AM – 5PM

SATURDAY

CLOSED

SUNDAY

CLOSED

 (210) 323-2876

 TRoa@McCunisFox.com

 Follow Trisha Roa

HELPFUL MEDICARE FORMS TO MAKE MEDICARE EASY

FORM CMS-40B

Medicare Part B Enrollment Application (pdf)

FORM CMS-L564

Request for Employment Information (pdf)

FORM CMS-1696

Appointment of Rep Form (pdf)

NEW CLIENT FORM

New Client Information Form (docx)

FORM SSA-3288

Consent for Release of Information (pdf)

APPEAL FORM SSA-44

Medicare IRMAA Life-Changing Event (pdf)

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“Trisha is a wealth of knowledge when it comes to Medicare insurance plans. I was so confused about which Medicare plans mattered most for me and what steps to take. Talking to Trisha set me at ease. She answered all my Medicare questions and took care of everything for me. Looking for a Medicare insurance agent? Call Trisha Roa... you won't be disappointed!!!”

Margaret RodriguezClient

“I am so pleased to be using Trisha Roa. I gave her my meds and doctors and she matched me with the perfect health insurance plan for me. You don't have to worry about changes to your healthcare policy from year-to-year, she manages it all for you! I can't say enough about how attentive she is. You won't go wrong with Trisha Roa as your trusted insurance agent.”

B. WalkerClient

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