How It Works

Purchasing Health Insurance

1. Either in person or on the phone, you fill us in on who are and what type of coverage you are looking for.
2. We present you options and answer any questions. We help you to determine what you need.
3. We pre-screen/ pre-test your case with multiple carriers.
4. We provide you with basic information, quotes, and explain in detail our recommendation.
5. We work with you to design your best solution.
6. We review and submit your application(s) for you.
7. We track the progress and make sure the company has everything they need.
8. When everything is all set, we notify you of the effective date and any other relevant information.
9. You receive the plan/ policy and additional materials.
10. We conduct a yearly review to make sure your plan is still the best.

We remain accessible and are willing to help you with any questions or issues that you may have throughout the course of our relationship.