Life Comes In Waves, Don’t Let Choosing Insurance Pull You Under

Welcome To Oak Insurance Solutions

Oak Insurance Solutions is a reputable independent insurance agency working with clients across New England. Our focus lies in helping the aging population navigate the complexities of Medicare, to ensure they receive the coverage they deserve.

We are passionate about simplifying this process for seniors, ensuring they understand their coverage options and feel confident in their choices. Whether you’re approaching Medicare eligibility or seeking to optimize your current coverage, we are here to provide personalized guidance and expertise every step of the way.

Little Bit About Kerri

Hey there! I’m Kerri Anderson, your go-to independent insurance agent and the Founder of Oak Insurance Solutions. Raised and rooted in the warmth of beautiful Litchfield County, where the values of family and neighborly care have deeply influenced my life; I bring those same values and personal touch to my clients. My mission? To make insurance easy, understandable, and maybe even a little fun.

I have a knack for helping seniors and their families navigate the world of insurance with a smile. I treat each client as if they were my only one, offering creative, personalized solutions that are anything but cookie-cutter. My approach is personable, often sprinkled with humor because who says insurance has to be boring?

I’m not your typical insurance agent – I treat my clients like family. When you work with me, you become a part of my extended family. So, if you’re looking for someone who truly cares and will make the process a delight, you’ve come to the right place. Let’s work together to find the best coverage for your unique needs!

Why I am Different

Innovative

Oak Insurance Solutions stands out for its innovative approach to insurance, constantly seeking new and better ways to serve our clients and meet their evolving needs.

Oak Insurance Solutions

Personalized

At Oak Insurance Solutions, we pride ourselves on offering personalized insurance solutions tailored to meet the unique needs of each client.

Oak Insurance Solutions

Expert Guidance

Unlike our competitors, we strive to gather as much up to date knowledge and training as possible to ensure the highest quality solutions.

Oak Insurance Solutions

Convenient

With multiple options of how to meet, no matter your location or mobility, we can come to you! Whether virtual or in person, you can count on convenience.

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Services I Provide

Medicare

Navigating the world of Medicare can be overwhelming. With OAK Insurance Solutions you can trust that we will find you the most comprehensive, yet cost effective, Medicare coverage. Let us guide you through the process of finding the perfect Medicare plan for needs!

Health Insurance

Are you seeking individual health insurance to safeguard your well-being and support your healthcare needs? We can help you find the right plan with the coverage and care you deserve.

Life Insurance

Protect the financial future of your loved ones with our varied life insurance options. We work with individuals and families to ensure that through life insurance their loved ones, their greatest assets, and their financial future is protected.

Supplementary Insurance

Protecting your health and well-being requires more than just basic coverage. That’s where our supplementary insurance comes in. Our variety of plans offer comprehensive protection for you and your family. This includes, but is not limited to, dental, vision, cancer, and travel medical insurance.

Approximately 90% of Medicare beneficiaries have some form of supplemental insurance, either through an employer-sponsored plan or a private policy.

90%

In 2023, 39% of people expressed intent to purchase a life insurance policy within the next year. Additionally, 41% of adults, with or without a policy, believed that their coverage was insufficient

39%

52% of American adults had a life insurance policy in 2023, up from 50% in the previous year.

52%

Consumers 65 and older averaged out-of-pocket health care expenditures of $7,540 in 2022, an increase of 47% since 2012 ($5,118)

47%
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As of 2022, there were over 300 million people with health insurance in the United States, representing about 92 percent of the population.
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As of 2023, there are approximately 65.6 million Americans enrolled in Medicare, with a projected increase to over 77 million by 2030.

Testimonials

“I came across Kerri Anderson through a friend who bragged about her. I had Contacted other agents prior to her, but they were not suited for me. Meeting with Kerri put me in a relationship of trust and peace of mind. Her expertise and knowledge in Medicare plans put me at ease. She is a caring and intelligent human being and goes above and beyond for everyone she encounters. Her work ethics are impeccable as well as impressive. I am so grateful to have had the opportunity of her guidance in this endeavor. She has become my friend/agent and will always be indebted. God bless her. Thank you and love you!”
Melanie Libby

First, let me say that I don’t like change and was very content with the current healthcare I had. Until, Kerri Anderson asked if she could review what I had and recommended a  Medicare  Advantage Care program for my needs. Kerri was extremely professional and knowledgeable in all the different plans offered and found one that addressed all of my needs. I would highly recommend Kerri to  anyone who is looking  for a Medicare Advantage Care plan, or even if you just have questions, give Kerri Anderson a call. My only regret was that I  waited so long to let her review my health plan sooner.

Mary Ellen
“Kerri is a vivacious, articulate, fun-loving, personable businesswoman who managed to save me a significant amount of money. I called a phone number last year and was guided to an expensive Medicare plan that didn’t help me much during the year. A good friend suggested that I call Kerri and work with her. She came to my home and got me into a great Advantage plan at far less expense and better coverage. Thanks, Kerri.”
Deb C.
“After an entire career of having employer-sponsored health insurance coverage plus an additional ten years post-retirement, I was faced with finding a Medicare supplemental plan or possibly a Medicare Advantage plan. The closer it came to the time to start working on this task, the more anxious I got. Then, a friend recommended that I speak with Kerri. I gave Kerri a call and after hearing what she was able to do to help me, I agreed readily to an appointment with her. I was impressed that she was willing to come to my home for the appointment. When we had finished talking about my healthcare needs and my financial capacities, I knew that Kerri was the person I would trust to provide me with the information I needed to make a wise selection for my Medicare insurance. During the next enrollment period, Kerri contacted me to find out if there were any changes in my circumstances, and we went through the review and selection process again. I know that I can (and will) rely on Kerri to help me every future annual enrollment period and with any questions or issues that arise during the year. And on top of all of Kerri’s knowledge and compassion, she is a great and fun person!! I cannot ask for better!”
Robyn