Client Resources

Client Resources

SCG Insurance gives current clients a simple hub for the tools and links they use most. Find official Medicare and Social Security resources, prescription and provider tools, and a direct line to Steve or Cindy when you need a hand.

Already a client?

We are here year round

Questions about a claim, a card, a prescription or a change in your situation? You do not need to figure it out alone. Reach out to the agent you work with and we will help. Contact your agent

Common questions

How do existing clients reach SCG Insurance for help?
Existing SCG Insurance clients in San Marcos can reach Steve or Cindy Gordon directly through the contact page. Because there is no single call center number, you always connect with the agent who knows your coverage.
When should clients review their plan with SCG Insurance?
SCG Insurance recommends reviewing your plan each year during the Annual Enrollment Period, October 15 to December 7, and any time you have a major life change such as a move, a new diagnosis or a change in prescriptions.
Educational Medicare Videos

CMS Medicare Videos

These short videos from CMS explain key Medicare topics in plain language. Press play to watch right here, or click through to watch on YouTube.

Different Parts of Medicare
Medicare & You: Traveling Abroad
Deciding to Sign Up for Medicare Part B
Understanding Your Medicare Choices
Monthly Newsletter

SCG Insurance Newsletter

Our newsletter brings Medicare reminders, seasonal tips, and what is new at SCG. Browse past issues by year and month.

2026
Tools, Forms & Documents

Helpful Tools, Forms & Guides

Quick access to the tools, forms and guides clients ask for most. Each opens in a new tab.

Medicare & You Handbook The official Medicare guide (PDF) · opens in a new tab UHC Healthcare Clarity Guide Open PDF in a new tab CMS-40B Application for Enrollment in Medicare Part B · opens in a new tab CMS-L564 Request for Employment Information · opens in a new tab LIS / Extra Help (SSA) Part D low-income subsidy program · opens in a new tab my Social Security Benefits and enrollment · opens in a new tab Federal Poverty Level (FPL) Chart Income guidelines for assistance · opens in a new tab Scope of Appointment Required before a Medicare sales meeting · opens in a new tab

Need a hand with your current plan?

Your SCG Insurance agent is a message away. Reach out and we will take care of it.
Contact us Explore Medicare
A few of the carriers we work with