Here's Exactly What to Expect When You Work With Me
No mystery. No pressure. Just a clear, simple process.
Tell Me What You Need
It starts with a simple conversation. You tell me what's going on — maybe you just lost employer coverage, maybe you're self-employed and never got around to finding a plan, maybe you just want to know if you're overpaying. I'll ask a few questions about your household, income, doctors, medications, and budget. That's all I need to get started.
What to have ready: Estimated household income, number of people who need coverage, any medications or doctors you want to keep.
I Shop the Market For You
Once I understand your situation, I go to work. I compare ACA marketplace plans, off-exchange options, supplemental coverage, and more — to find the best fit. You don't have to call around, research plan details, or decode insurance jargon. That's my job.
Timeline: Most people receive their personalized plan options within 1 business day of our initial conversation.
I Explain Your Options Clearly
I'll present you with 2–3 recommendations based on what actually matters to you — not just the cheapest option, but the smartest one. I'll walk through the details in plain language: what's covered, what it costs, what the trade-offs are. You'll understand exactly what you're getting before you commit to anything.
No obligation. You can take time to think it over. There's no deadline pressure from my end.
You Get Covered — and I Stay Available
Once you choose a plan, I handle the enrollment process for you. But my job doesn't end there. If you have billing questions, need to make changes, or just want a second opinion down the road — I'm here. I also proactively check in before each open enrollment period to make sure your coverage still fits your life.
Annual reviews: I'll proactively reach out before open enrollment each year to make sure your coverage still makes sense.