About us
A Licensed, Fully Remote Medicare Resource Headquartered in Miami
Oak Senior Benefits is a fully licensed, independent insurance brokerage proudly headquartered in Miami, Florida.
From our central office, we operate as a 100% remote telesales agency, serving the entire Sunbelt community, with a primary focus on the local healthcare landscapes of Florida and Texas.
Seniors today are bombarded with confusing mailers and national robocalls from random call centers. We do things differently. While our physical roots are in Miami, our entire process is designed to give you a first-class, face-to-face quality experience completely over the phone, right from the comfort and safety of your own living room.
Our Corporate Address
Our agency handles all remote operations, and our business address is 407 Lincoln Road, Miami Beach, FL 33139.
How Our Secure, 100% Remote Process Works
You never have to drive to an office, fight traffic, or invite a stranger into your home. We have streamlined the plan review process into three simple, remote steps:
1. The Virtual Desktop Review: From our Miami office, we use secure, specialized software to analyze the wide variety of plans available in your specific Florida or Texas zip code.
2. Secure Voice Verification: We utilize CMS-compliant, secure phone lines to verify your doctor networks and check for maximum dental, vision, and extra benefits without you ever leaving your couch.
3. Zero-Paperwork Enrollment: If you find a plan that fits your needs, we handle the enrollment safely and securely over the phone using simple digital or voice signatures.
We strip away the corporate jargon and lay out your local options clearly, giving you the power of a comprehensive market review without any of the hassle.
Ready to check your local options from home? Call our telesales team directly at 939-478-6430, or click below to schedule your brief, zero-pressure remote consultation.
Interested In Becoming an Agent?
We build with clarity, act with integrity, and always stay curious.
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Meet
Luis J. Roman
Hi, I'm Luis. Before launching this agency, I spent years managing high-volume healthcare and sales operations. Most notably, I Telesales team for UnitedHealthcare , the largest health insurance company in the United States.
During my time leading Medicare Advantage telesales teams, my primary responsibility was ensuring absolute compliance with rigorous CMS guidelines. I know exactly how these plans are structured from the inside out, how networks operate, and how to spot the hidden details that affect your coverage.
Today, I have transitioned that elite, corporate-trained background into a fully remote, independent brokerage model. Because I am independent, I work for you, not the insurance companies.
Our Secure, 100% Remote Process
Oak Senior Benefits operates as a fully remote telesales agency based in Miami. You never have to drive to an office, fight traffic, or invite a stranger into your home.
Leveraging my extensive background in telehealth and secure communication systems, our entire process is built on convenience and safety:
Secure Remote Review: We use secure, CMS-compliant phone lines to look at a wide array of local plans right from the comfort of your living room.
Network & Benefit Verification: We verify your personal doctors and check for maximum available dental, vision, and extra perks.
Hassle-Free Enrollment: If we find a plan that fits your needs, we handle the enrollment safely over the phone with simple digital or voice signatures.
We treat your benefits with the exact same care, honesty, and respect that I would want for my own family members.