How It Works
From first call to full coverage — in four steps.
01
Send us your last EOB
Before we recommend anything, we ask for your most recent Explanation of Benefits and a short note about the doctors and prescriptions that matter to you. Three minutes on your side. It saves us both an hour of guessing — and it changes everything.
02
We build your comparison sheet
Every plan you qualify for — Marketplace, private, group, Medicare — laid out side by side on one page. Real network coverage for the doctors you actually see. Real formulary coverage for the medications you actually take. Honest out-of-pocket projections — not marketing premiums.
03
A conversation
By phone or by video — your call; We will walk you through the comparison. We give you our recommendation and the reasoning behind it. We answer every question. Then you make the final call.
04
We stay your advisor
Claim denied? Doctor leaves network? Premium hike at renewal? You call our office — the same office that placed your coverage. We check in at month six. We review at every renewal. The relationship doesn't end at enrollment. It starts there.
Modern process. Honest math. Real follow-through. The whole thing is built so you understand exactly what you're buying and why — before you sign anything.
Time required
~3 minutes on your side. We handle the rest.
Typical scope
6 to 14 plans compared on one page.
Format
Personal and by phone or video anywhere.
Follow-up cadence
Month 6. Then annually. Plus anytime you need.