This first meeting can be conducted over the phone or in person – whichever works best for you and your schedule. At this meeting, our team will assess what type of insurance you are looking for and gather information that will help us with quoting and underwriting, such as your age, your zip code, your health status, and any pre-existing conditions you may have. We will also get a good grasp on your current insurance situation and set up a secondary meeting to present you with quotes.

At the secondary meeting, we will go over quotes with you based on your insurance needs and the information that we gathered in the primary meeting. We will discuss every option you have after quoting from all of the major insurance carriers and go over what each plan covers. If you find that you are ready for underwriting, we will submit your application, but if you still need more time, we can schedule another follow-up meeting to apply at a later date. Once you are ready for underwriting, we will set expectations for the timeline to be approved and process moving forward with your new plan.

Once your policy is approved, we will host a tertiary meeting with you to discuss your new policy and answer any questions that you may have. These questions can be about your new policy or about the remainder of the process with our team.

Over the course of our professional relationship, we will consistently review and revise your insurance policy and ensure that it is still working for you as intended. If you find that you need to change your policy at any point in time, we can update your plans as needed. We are also available over the phone or via email any time you need us, and you can always schedule another appointment with us to meet in person if you feel that the situation calls for it.