Customer Testimonials & Reviews - Bob Bate Insurance & Financial Services, LLC

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After losing COBRA health care coverage 18 months into early retirement, we first turned to Bob Bate as our indispensable partner to guide us through the complex, confusing private health insurance journey. Bob has worked to find cost-competitive plans that best meet our needs and actually deliver real coverage when needed. We meet annually to review changes in the marketplace and adjust our coverage accordingly. When I approached 65, Bob helped me select the Medicare and Drug Part D supplemental plans best for me. He is very knowledgeable, client focused and not at all pushy. I recommend him highly.

Patrick, Seneca, SC

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Excellent service. Helpful, and thorough knowledge of the industry.

James Warren, Seneca, SC

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After 32 years with an upstate company, my position was eliminated in a corporate restructure, Not oonly did I loose my income, but my health care coverage and life insurance coverage as well. Don Fortney was very helpful in assisting me in obtaining affordable health care coverage. Don saved my wife over $1,200 per month vs, Cobra coverage. Don also took the time to understand our life insurance needs and assisted in finding an affordable monthly rate for the desired coverage, I would strongly recommend meeting with Bob or Don at Bate Insurance agency for any insurance needs!

Ray Kessler, Simpsonville, SC

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Excellent and responsive service, knowledgeable and professional.

Susan and Greg Girard, Fair Play , SC

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We learned about Bob through a number of very happy clients of his. We were new to the area, and at a loss who to turn to as we approached Medicare and Social Security. We are thankful to have found Bob. He patiently, professionally, and understandably reviewed our options, and made suggestions based on his experience. He made the process easy for us, as we were way out of our league in this area. I heartily recommend Bob Bate for any service. If it's out of his domain, he will point you to someone else you can trust. And, he has great pens. Thanks, Bob

Kevin F Flanagan, Salem, AL

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Don Fortney is the go to man. A couple years ago we need insurance and I called Don. He was very meticulous in everything he did and explained every step of the way. When a couple minor problems arose. He was there to help fix it and to see it through until it was complete and correct. If you are looking for Insurance or any of their offerings then call Don Fortney. You will not be disappointed.

Jeff Heaton, Salem, SC

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Donald Fortney made my insurance decision so easy. He researched the best plans for me and my family, explained each one in detail ,so I had no questions, and then signed me up. I have never had such an easy experience dealing with insurance. I would highly recommend Don and Bob Bates!!

Laurie L., Greenville, SC

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I would recommend him without reservation. As I began researching Medicare prior to my husband's 65th birthday I realized very quickly I was going to need professional advice to navigate the flood of options and make the best choice. I looked at insurance agent reviews online and narrowed my choices to two. Of the two, Bob called me back. Bob not only returned my calls promptly, he explained things clearly, and helped us make sound decisions. Note that he did not "sell" us a particular package. He helped us understand our options and decide on the best one for us. On top of that, we live a long way from the office and my husband and I have conflicting schedules for travel so Bob came out to our home to help us with the final paperwork. Also, I am self-employed and health insurance is by far my biggest monthly expense. Next open enrolment period I am going to Bob to help me find a better plan for myself.

Allison Fontenot, Anderson, SC

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I am so thankful that a friend recommended Bob Bate to us. He made what I thought was a nightmare seem like a very simple process. He is always there for us when we need assistance with our insurance. He always goes above and beyond what is expected of him. We absolutely could not be more satisfied!!

Paula Rouse, Anderson, SC

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We came to Bob to get insurance once my husband retires. He helped us through the process, knew exactly which plan would be the best for us. We went through the process with him and it was such an easy process. He really knew what he was talking about!

Rachel Pruitt, Fayetteville, NC, SC

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Bob Bate knows insurance!!! He also knows how to explain it to someone who doesn't know it, like me. He is patient and took the time to answer my questions and never rushed me. He returns phone calls promptly, and he follows through on what he says he is going to do. He spent days and days correcting a problem caused by another insurance company. Bob is up to date on all the Medicare rules and regulations and helped us so much. He saved us money and grief. Intelligent, dedicated, patient, trustworthy, and considerate is how I would describe Bob. And his staff is great also.

Carol K., Lilburn, GA

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Excellent help, even over the phone! which saved me a long drive. Made the whole ordeal of deciphering plans simple, and explained the process clearly and concisely.

Mary C., Mountain Rest, SC

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We met with Bob Bate this week as my COBRA coverage is running out in mid-december. Bob was extremely helpful in finding a qualified plan for myself, which is $150/month less than what I am currently paying. He also helped my husband change Medicare supplement & prescription coverage, which will save us over $100/month. Bob knows the ins & outs of healthcare coverage and ways to help save you money. He spent over 2.5 hours with us. He is extremely knowledgeable and truly wants to help people. I highly recommend Bob Bate Insurance for everyone! Don't try to navigate the healthcare system on your own, let Bob assist you! He really cares!

Mary M., Seneca, SC

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Bob Bates is not only a genuinely nice man, he is also an amazing insurance agent. Using the new insurance exchange is so confusing. Bob knows how to navigate all the eccentricities of insurance companies and will make sure you get the best deal on the insurance you need. My daughter and her husband came all the way from Spartinburg to meet with Bob because they couldn't get the help they needed where they live. Bob Bates office provides excellent service. Go and see him today!

Ragan B., Seneca, SC, SC

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Several years ago, Bob helped John and I with a difficult issue with an insurance company. He contacted the company and stayed with it over several days and finally got it resolved. He has helped us every year since then to find the best resolution to our Medicare coverage. He is so very patient with us and I feel very comfortable recommending him.

Sharon B., Seneca, SC

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For years, my parents paid extremely high premiums for their medical insurance. After talking with Bob, he steered us in the right direction with good insurance and lower premiums. Bob is a man of integrity and if he can help in any way, he will. We've known Bob over six years, and whether it is insurance needs or financial matters, if you want good advice and a confident feeling that you're doing the right thing, talk to Bob...He can help you. Rick & Diane H, Central SC

Rick & Diane H, Central,SC

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Bob helped us last year with our health insurance. More recently, when we started looking for someone to represent us for an annuity, we felt Bob would be the most honest and easiest to work with. He helped us find the option which suited us best without the typical pushiness we encountered from others. Bob has shown to be trustworthy keeping our best interests in mind. We highly recommend BBI.

John W H., Liberty, SC

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Bob Bate was very helpful helping me get insurance coverage. He seemed to have my best interest in mind and the process was quick and painless. I definitely recommend Bob Bates to help you with your insurance needs.

Brian Wood, Toccoa, GA

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Bob Bate has handled much of our insurance since we moved here from Virginia nearly nine years ago. We have always found him to be exceedingly honest, patient and helpful. On more than one occasion when the price or coverage of the products he offered were not in our best interest he, without hesitation, told us to go with another carrier. We think that speaks volumes for his integrity. He's punctual and always responds to questions. We have the utmost faith in him and recommend him without reservation.

Blake & Deborah S., Greenville, SC

Customer Ratings & Reviews for Bob Bate Insurance & Financial Services, LLC