BMA West Medical Financial Consultants

Medicare Compliance & Settlement Solutions

BMA West is a grass-roots team of Medicare compliance experts working to transform the way insurance claims and legal cases are settled. For the past fifteen years we’ve taken an individualized, client-focused approach to each case, taking fine care to accurately project future medical care services and protect the interests of Medicare beneficiaries. We remain a trusted resource for plaintiffs, employers and claims teams alike, as the settlement arena becomes increasingly complicated.
BMA West offers an expert portfolio of strategic solutions including Medicare Set Aside arrangements, MMSEA Section 111 reporting, Conditional payment resolution, Structured settlement solutions and Professional custodial administration services. 

Our Services

Medicare Compliance – Settling insurance claims has always required that every aspect of risk has been addressed.  Most MSA companies don’t understand this, because they are not experts in risk and insurance.  BMA West has been providing expert Medicare Set Aside arrangements since 2006, seeking to create the most opportune settlement that could eliminate or reduce the employer’s long term risk from Medicare, Medicare Commercial Repayment and other unseen future medical developments.

Workers compensation legacy claim resolutions – Virtually every employer in the country has a claim inventory littered with legacy claims (claims over five years old).  For public entities and private employers, they weigh heavily on the bottom line, costing employers millions of dollars a year in legal and medical costs, for employees who likely are no longer employed!  Our goal is to help our clients realize significant long term savings by reducing their claim inventories from these costly claims.

Workers Comp Advocacy – Our workers comp claim advocacy service helps our clients regain control of their workers comp claims.  By creating a collaborative relationship with third-party administrators and injured employees; establishing attainable goals and expectations; devising proactive protocols, we develop an environment of advocacy that transforms the workers comp experience from a risk and insurance perspective as well as from a claims administration point of view!  Clients realize long term savings in return for a reasonable investment!

Special Needs Trusts –  Our Medicare Set Aside arrangement services help to protect the eligibility for means-tested government benefits for persons with disabilities.  In the case of a personal injury suit is being settled, the creation of a Medicare Set-Aside, (MSA), can earmark monies for future injury-related costs that would otherwise be covered by Medicare.  While the Centers for Medicare and Medicaid Services, (CMS) has yet to establish guidelines for review of injury suits that don’t involve workers’ compensation, our MSA service will allow the parties to “reasonably consider Medicare’s interest” in the settlement as required by the Medicare Secondary Payer Statute. 



**Privacy Policy

Welcome to our Privacy Policy
— Your privacy is critically important to us.
BMA West is located at:

BMA West
26741 Portola Pkwy. Ste. 1E-624
California, United States
It is BMA West’s policy to respect your privacy regarding any information we may collect while operating our website. This Privacy Policy applies to (hereinafter, “us”, “we”, or “”). We respect your privacy and are committed to protecting personally identifiable information you may provide us through the Website. We have adopted this privacy policy (“Privacy Policy”) to explain what information may be collected on our Website, how we use this information, and under what circumstances we may disclose the information to third parties. This Privacy Policy applies only to information we collect through the Website and does not apply to our collection of information from other sources.
This Privacy Policy, together with the Terms and conditions posted on our Website, set forth the general rules and policies governing your use of our Website. Depending on your activities when visiting our Website, you may be required to agree to additional terms and conditions.

– Website Visitors
Like most website operators, BMA West collects non-personally-identifying information of the sort that web browsers and servers typically make available, such as the browser type, language preference, referring site, and the date and time of each visitor request. BMA West’s purpose in collecting non-personally identifying information is to better understand how BMA West’s visitors use its website.
– Gathering of Personally-Identifying Information
Certain visitors to BMA West’s websites choose to interact with BMA West in ways that require BMA West to gather personally-identifying information. The amount and type of information that BMA West gathers depends on the nature of the interaction. For example, we ask visitors who sign up for a blog at to provide a username and email address.

– Security
The security of your Personal Information is important to us, but remember that no method of transmission over the Internet, or method of electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your Personal Information, we cannot guarantee its absolute security.

– Links To External Sites
Our Service may contain links to external sites that are not operated by us. If you click on a third party link, you will be directed to that third party’s site. We strongly advise you to review the Privacy Policy and terms and conditions of every site you visit.
We have no control over, and assume no responsibility for the content, privacy policies or practices of any third party sites, products or services.

– Cookies
To enrich and perfect your online experience, BMA West uses “Cookies”, similar technologies and services provided by others to display personalized content, appropriate advertising and store your preferences on your computer.
A cookie is a string of information that a website stores on a visitor’s computer, and that the visitor’s browser provides to the website each time the visitor returns.


“BMA West and Gus Ortiz provides our examiners with settlement feedback and excellent claims valuations through his MSA services. He goes to great lengths to ensure we are in the best possible position for settlement. He is passionate about his work and his clients!” … Bill Grace, President Southland Claims Services

“His team has provided us with accurate and dependable Medicare Set Aside arrangements that have helped us move many cases to the threshold of settlement” … Luis Esptia, WC Claims Mgr., San Bernardino City Unified School District