Testimonials

Customer Testimonials

"Simon is the BEST insurance agent I've ever had. At this age, I've had many....Found him on a fluke and now he is stuck with me❤️. He patiently goes through ALL of the plans WITH ME and looks up medications as well. He answers ALL my questions and I always have too many. None of the other agents ever did this. I would NEVER use anyone else and I refer all my friends to him (and they love him as well). He puts his clients first and finds what is most cost effective and the best coverage possible. He makes a stressful decision easy. You will never regret it. His upbeat, happy personality makes it a fun and pleasant experience." Julie D'Arca, Laguna Niguel CA.

"Simon Loli is FANTASTIC! He’s very responsive, kind and capable. He assisted and advised my mother, Louise, and I when we chose her new prescription plan. Honestly, I’m not sure we could have done it without him. He has become a treasured name in our household; we feel comfortable calling him with questions (and I’ve had many), we trust his guidance and we highly recommend him to our family and friends. Thank YOU, Simon for your FIVE STAR Service!!! We appreciate YOU more than you know!".

Fondly, Heidi Hendler, San Diego CA

"I couldn’t agree more with all the testimonials on Simon’s website. I was receiving so much conflicting information from various sources regarding Medicare that it was getting overwhelming and difficult to make a decision about which plan was best for me. Meeting Simon changed all that. He was very knowledgeable about all the various Medicare Plans and options, and also extremely patient with my numerous questions. His response time was excellent. Most importantly, he did not “push” any particular plan, but presented me with all the information and let me decide. I would most wholeheartedly endorse Simon."

Elizabeth P, La Jolla

"Simon Loli has gone above and beyond the call of duty, making himself available morning, noon, nights, weekends, holidays, you name it. He has been so helpful and always patient, taking time to explain different coverages as well as the pros and cons per package. He makes insurance easy to understand and has given me such peace of mind. I would highly recommend him to all of my friends and family. He's extremely professional and yet personable and very easy to talk to. His customer service is exemplary and I'm so glad to do business with him." - Alexis Kenny & Family, San Diego, CA

"I am Resident Coordinator for a low-income Senior Housing complex. One of the services at this site is insurance consulting. This is done through Simon Loli who has been exceptional, helping seniors get through the complexities of Medicare, understanding insurance options, and recommending the best options for each individual’s needs. He is very knowledgeable and takes his time explaining everything his clients need to know, showing a lot of patience. Many of them have told me what a nice man he is and that he spends whatever time with them to feel comfortable with their decisions (which, sometimes is a lot!) I would highly recommend Simon to anyone who needs that special care and time from a very knowledgeable insurance advisor." - Sincerely, Tracy Lewis, Southern California

" As I approached the age to evaluate Medicare options, I signed up for a seminar at our local senior center. Simon Loli was the speaker. Hearing his background and how he became an agent motivated me and my wife to meet with him in person: an excellent decision. Simon has teacher genes in that it is clear he has to repeat information every time he meets with a new client and still does so with detailed enthusiasm and an obvious desire to help. We went through all the options available and Simon streamlined the process by understanding how to address the various web sites, option assessment sites and part D drug sites. “Sales” are not evident at all - he is a “service” professional. I highly recommend him. " - Glen Paul Freiberg, RAC, Rancho Santa Fe, CA

"I really can't say enough about what a highly professional and knowledgeable insurance advisor Simon Loli is. When my husband needed supplemental insurance for Medicare he came to our home and very patiently explained all of his options so we could choose the right plan for him. When I retired he spent a great deal of time navigating the Covered California site so I could choose the right plan for myself. His dedication to helping people is remarkable, and his thoughtful, patient manner is greatly appreciated. My husband and I highly recommend him!" - Kim Deal and Henry Funke, Oceanside, CA

"Simon's attention to details, and enviable patience in explaining coverage options, are two qualities that I always appreciated and will always be grateful for. I wish him the very best." - Saad Nakhla - Retired Businessman

"Simon is highly professional and knowledgeable. He has a thorough knowledge of available health plans and their rates. He makes useful suggestions to appropriately categorize plans and narrow the search, and explains clearly the pros and cons of each." - Peter Papano, San Diego CA

"Two years ago, Carol and I were ready to sign-up for a Medicare supplement, a drug plan, and dental insurance. After receiving mailings from several Medicare Insurance providers, it was apparent that we needed to talk with an independent agent familiar with the multitude of programs available. I asked Simon Loli for his guidance. Carol and I met with Simon at our home to review the many plans available and with his guidance selected our plans, saving us money, and most importantly great coverage with quality companies." - John & Carol Carney, San Diego, CA

"My husband and I have been working with Simon Loli for several months now. He has been resourceful and worked hard to help us consider our best options. He came to the house and offered us the choice of many health insurance programs. Because he represents them all, he was able to impartially direct us to the best coverage for our needs -- and to help us with the paper work. Many people don’t realize that the health insurance premium they pay is exactly the same whether you have an agent or go through the carrier directly. The difference is that an agent such as Simon personally answers our many questions and has saved us a lot of time holding on the phone waiting for the Insurance Company to handle a claim. I highly recommend Simon Loli to my friends and family, both for his depth of knowledge about health insurance ins and outs and for his compassionate understanding. It’s rare to meet a “people person” who is also a good “business man” but Simon has both of these qualities." - Julie Briggs, San Diego CA

"We are happy to fully recommend Simon. He is very knowledgeable, willing to go out of his way to help, unbiased, and hard working. For all your medical and dental insurance needs for all ages, call Simon." - Peter & Lydia Lyew, Point Loma, CA

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