Guidance Rooted in Care. Built on Trust.

Baldwin Assurance was founded with one mission to make sure Medicare simple, personal, and empowering. We believe everyone deserves clear answers and confident choices about their healthcare.

Personalized Medicare Guidance From Someone Who Cares

Medicare decisions are important, and every person’s situation is different. My goal is to make the process easier by explaining your options in clear, simple terms — without pressure or confusion.

As your Medicare advisor, I help you:

You deserve a Medicare experience that feels simple, informed, and stress-free.

We Help You Navigate Medicare With Confidence

Our goal is to provide personalized guidance that fits your life, your health, and your future. We take the time to understand your needs and help you choose coverage that truly works for you.
Personalized Guidance

We listen, explain, and recommend what's best for you.

Trusted Support

Honest advice and ongoing support every step of the way

Community Focused

We believe in giving back and making a positive impact

A Legacy of Service. A Future of Compassion.

My passion for helping others is personal. I saw my mother, Jackie Baldwin, placed high value on to serving people with care and integrity. That legacy inspires everything I do today.

What Drives Us

Families Helped
0 +
Years of Experience
0 +
Commitment to You
0 %

Let's Talk About Your Medicare Options

You don’t have to figure it out alone. We’re here to help.

Scroll to Top

Medicare Fit Finder + Scope of Appointment Integration

I would like to add a workflow connected to the Medicare Fit Finder tool. After a client completes the Medicare Fit Finder, I would like there to be an option to complete a Scope of Appointment (SOA) form before scheduling or completing an appointment. The purpose is to make sure the Scope of Appointment is completed before every Medicare sales appointment. Medicare Fit Finder Information to Collect: The Fit Finder should collect: