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Dana Robertson

Licensed Blue Cross NC Agent

Waxhaw, Union County

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Questions? Call or text Dana at (704) 436-4129

About Dana

Biography

As a lifelong resident of North Carolina, I love helping my fellow NC residents with their health insurance needs. I became an agent in 2015, and I have made it my mission to take the often confusing process of selecting health insurance to make it as smooth and clear as possible for all of my clients. I enjoy talking with each client to understand their specific health care needs to help select a plan that works for their particular situation. I give every client the patience, time and understanding they deserve, answering all questions and explaining every option. I am also Marketplace Elite status certified and can help you determine if you may be eligible for a tax credit to reduce your premium. If you need assistance understanding or selecting health, dental, vision or medicare insurance, I would be happy to help!

Products

  • Individual / Family Medical
  • Medicare Supplement
  • Medicare Advantage
  • Part D
  • Short Term Medical
  • Dental
  • Vision
  • Obamacare
  • Affordable Care Act
  • Accident

Insurance Carriers

  • Aetna Over 65
  • Aetna Under 65
  • Ambetter Under 65
  • CIGNA Under 65
  • Oscar Under 65
  • UHC Under 65
  • Blue Cross NC Over 65
  • Blue Cross NC Under 65
  • SilverScript Rx Over 65
  • AmeriHealth Caritas U65

Languages

  • English

Licensed in

2015

Customer Reviews

5.0
Google Logo5.0 based on 83 Google reviews
5
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Agent's reviews are unedited and posted from Google.

Why we use Google Reviews

Leslie Stott

5.0

Dana Robertson helped walk me through the confusing maze to find the best Medicare insurance policy for my specific needs. Dana is knowledgeable, professional, and warmly personable. The policy she helped me select has not only met my expectations, but it has wowed me with unexpected benefits. I trusted BCBS, and now I have an agent there I can trust. I give her my highest recommendation.

Peggy Quan

5.0

Dana Robertson has been so helpful in setting up my individual insurance. She walks you through all of your options and answered any and all questions quickly. Highly recommend.

Fred Walters

5.0

I received help from Dana Robertson in recent selection of a new healthcare plan. Dana was very patient and knowledgeable and facilitated the experience very well. It was also very easy to schedule appointments with Dana to make time to discuss any questions or follow-up aspects. Much appreciated.

Dana's Awards

The Marketplace Circle of Champions is an annual recognition program that rewards the hard work, expertise, and service of registered agents and brokers. The most recent awards earned are shown below.
2024 Elite Circle of Champions
2024
Elite Circle of Champions
Agents and brokers who assist 100-499 active enrollments

History of Awards

  • 2024 Elite Circle of Champions2024 Elite Circle of Champions
  • 2023 Elite Circle of Champions2023 Elite Circle of Champions
  • 2022 Elite Circle of Champions2022 Elite Circle of Champions
  • 2021 Elite Circle of Champions2021 Elite Circle of Champions
  • 2020 Elite Circle of Champions2020 Elite Circle of Champions
  • 2019 Elite Circle of Champions2019 Elite Circle of Champions
  • 2018 Circle of Champions2018 Circle of Champions
  • 2017 Circle of Champions2017 Circle of Champions
  • 2016 Circle of Champions2016 Circle of Champions

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