Client Document Portal

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For Insurance Agents And Clients

Upload your documents quickly and securely. Our easy-to-use portal ensures that your important files are safely submitted and processed without any hassle.

NOTE: If you are an agent submitting documents on behalf of your client, please open this form in Incognito Mode.

Client Name *

Client Email *

Client Information Sheet

Social Security Card(s)

Green Card(s)

Income Documents

Citizenship Information

Miscellaneous Information

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BGK Planning is committed to serving you at the highest level will all your Medicare needs.

DISCLAIMER: We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.

Company

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Legal

Terms & Conditions

BGK Planning is committed to serving you at the highest level will all your Medicare needs.

DISCLAIMER: We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.

Company

Directories

Legal

Terms & Conditions