How our process works

Can you recommend a plan through the website?

No. The website collects information and creates a tracked request. Recommendations are handled by appropriately licensed agents.

How do I request help with existing coverage?

Use the Service Request form. It creates a service ticket for our team.

Can I schedule an appointment?

Yes. Submit preferred times and our team will confirm availability.

Should I send sensitive identification numbers?

No. Do not send Social Security numbers, complete Medicare numbers, payment information, or medical records through public forms.