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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 take great pride in helping fellow North Carolinians confidently navigate their health insurance options. Since becoming a licensed agent in 2015, I’ve made it my mission to simplify what is often a confusing and overwhelming process.

I work one-on-one with each client to understand their specific health care needs and guide them toward a plan that fits both their lifestyle and budget. Whether you're seeking health, dental, vision, or Medicare coverage, I’m committed to providing the time, patience, and personalized attention you deserve. I take care to answer every question and explain all available options clearly and thoroughly.

For Medicare clients, I can assist with Blue Cross and Blue Shield of North Carolina plans available in your area. For individuals and families under 65, I’m certified with all Marketplace carriers in North Carolina, including Blue Cross NC.

As a Marketplace Elite Status certified agent, I can also help determine your eligibility for premium tax credits through the Health Insurance Marketplace, which can significantly reduce your monthly premiums.

If you're looking for trusted, straightforward guidance in selecting the right insurance coverage, I’d be honored to help you find a solution that meets your needs.

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 86 Google reviews
5
100%4
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Agent's reviews are unedited and posted from Google.

Why we use Google Reviews

Cari Davis

5.0

Mrs.Dans Robertson helps me every year! She is so kind s, sweet, patient, and understanding. I really appreciate that she takes her time to review and help me make the best choice for my family she is very thorough and explanatory in a way that you can understand if I could give her a 10 stars I would. ! Thank you

Barbara Judy

5.0

Dana was very helpful getting both myself and husband signed up for our health insurance since we moved across the country to a new state. I would highly recommend her services. If I could give more than 5 stars, I would.

Carleton

5.0

I recently enrolled in my first health insurance plan, and working with Dana Robertson was an absolute game-changer. From the very beginning, Dana walked me through every step with clear, patient explanations, making the complex process easy for me to understand. She took the time to review each coverage option in detail, ensuring that I felt confident in choosing the plan that best suited my needs. Her professionalism and genuine care really set her apart. I highly recommend Dana Robertson to anyone needing assistance with insurance enrollment. Thank you, Dana, for your exceptional service!

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.
2025 Elite Circle of Champions
2025
Elite Circle of Champions
2025 Elite Circle of Champions

History of Awards

  • 2025 Elite Circle of Champions2025 Elite Circle of Champions
  • 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

Ready to get started?

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