Check out this excerpt from our upcoming online version of our popular Brokerage 101 informational presentation. This module is: “What Is a Personal Agent?”

A Personal Agent’s job is to connect people with intellectual and developmental disabilities with resources in the community, both paid and unpaid.

There are four primary roles of the personal agent. A PA is a navigator, so your primary link to accessing and understanding resources and services. An additional role that we play is as an advocate. So we’re support that you can rely on when you need help with others. Brokerages across the state require all of our Personal Agents to show up to every IEP meeting that they’re invited to. We have long-standing local area agreements with Vocational Rehabilitation offices to ensure a smoother set of services for you and your family.

Another essential role Personal Agents play is that of Connector. If you’re looking for a particular resource, you should give us a call and we’ll see if we know about it. One key facet of our design is that we support people with getting connected with providers. That might mean sharing resumes and information on Personal Support Workers or taking tours of provider agencies in your area. It could mean helping you interview potential supports or sharing brochures, links, and information on organizations that we believe would be potential fit. We’re told by customers that this is really is a key piece of the services that we offer.

And then, finally, there is the formal Medicaid-funded role of Case Manager. That’s where the paperwork comes in. We’re here to make sure that any of the services that are being paid for through your plan follow state and federal guidelines.

Stay tuned for additional videos on brokerage services!

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