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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 89 Google reviews
5
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Agent's reviews are unedited and posted from Google.

Why we use Google Reviews

Natalie Ficetola

5.0

Dana is so helpful! I would highly recommend her for her knowledge, patience, kindness and thoroughness. She made our healthcare transition seamless and is always available to answer questions.

Daniela Nassar

5.0

Dana Robertson was the agent that helped us with our insurance when we moved to NC! She did a really good job 👏🏽

M Walker

5.0

Dana Robertson has been so helpful in explaining the nuances of Medicare and the important aspects of different plans for us. She is efficient, knowledgeable and very responsive to our questions and needs. I have worked with her to shop and price insurance plans for several years before going on Medicare, and now for the best Medicare supplemental and drug plans. I highly recommend Dana, and I appreciate her professionalism and friendly demeanor.

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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