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Health Insurance, Dental Insurance, Vision Insurance, Life Insurance, Short Term Disability Insurance, Accident Insurance, Critical Illness Insurance.
Health Insurance: Comprehensive coverage that helps pay for medical and surgical expenses incurred by the insured.
Dental Insurance: Coverage for dental care expenses, including routine check-ups, cleanings, and major dental work.
Vision Insurance: Coverage for vision care needs, including eye exams, glasses, and contact lenses.
Life Insurance: Financial protection for your loved ones in the event of your death, providing a lump-sum payment to beneficiaries.
Short Term Disability Insurance: Income replacement coverage if you're unable to work due to a temporary disability or illness.
Accident Insurance: Provides financial benefits to help cover medical expenses resulting from accidental injuries.
Critical Illness Insurance: Lump-sum payment upon diagnosis of a covered critical illness, helping to cover medical expenses and other financial needs during recovery.
I am a national health advisor, with access to a national product line, not just local options.
I am fluent in English, Portuguese, and Spanish.
• Exceptional customer service.
• Personalized consultations to recommend suitable health insurance policies.
• Easy access for questions, updates, and support.
• Clear explanations of policy details and changes in the healthcare landscape.
• Advocacy in navigating insurance claims and resolving issues.
• Proactive reviews of coverage to ensure it meets evolving needs.
• Open lines of communication and timely responses.
• Commitment to client satisfaction and well-being.
Council of Excellence in 2020 and 2021.
• Initial Consultation: Begin with a personalized consultation to understand the client's specific needs, budget, and any existing coverage they may have.
• Assessment and Recommendations: Conduct a thorough assessment based on the client's information gathered during the consultation. Recommend suitable health insurance options that align with their needs and preferences.
• Plan Comparison: Provide clear explanations and comparisons of different health insurance plans, highlighting benefits, coverage limits, deductibles, and premiums.
• Customized Solutions: Tailor recommendations to address any unique circumstances or specific health concerns the client may have.
• Application Process: Assist the client in completing the application paperwork accurately and efficiently.
• Underwriting Support: Facilitate the underwriting process by submitting the application to insurance carriers and addressing any additional requirements or questions from underwriters.
• Policy Issuance: Once approved, review the policy details with the client to ensure they understand their coverage, benefits, exclusions, and any waiting periods.
• Post-Sale Support: Provide ongoing support post-sale, including assistance with claims processing, policy renewals, and addressing any changes or updates to their coverage needs.
• Education and Updates: Keep the client informed about changes in the insurance industry, policy updates, and opportunities to enhance their coverage as their needs evolve.
• Client Satisfaction: Continuously strive to exceed client expectations by delivering exceptional service, responsiveness, and advocacy on their behalf.
• Initial Assessment: I begin by conducting a detailed assessment during our initial consultation. This helps me gather information about the client’s health history, financial situation, coverage requirements, and any specific concerns they may have.
• Customized Recommendations: Based on the assessment, I provide personalized recommendations that align with the client’s needs and budget. This includes offering options for different levels of coverage, deductible amounts, and additional benefits such as dental, vision, or specific illness coverage.
• Flexible Coverage Options: I offer flexibility in coverage options to accommodate unique circumstances. Whether a client is self-employed, part of a small business, or seeking coverage for their family, I tailor solutions that fit their lifestyle and financial goals.
• Education and Guidance: I ensure clients understand their insurance options thoroughly. I explain complex insurance terms in clear language, clarify policy details, and educate them about potential benefits and risks associated with each option.
• Continuous Review and Adjustment: As circumstances change, I proactively review their coverage periodically. This allows me to recommend adjustments or additional coverage as needed to ensure their insurance remains relevant and effective.
• Supportive Customer Service: I provide ongoing support for claims assistance, policy renewals, and any questions or concerns that arise throughout the policy term. Clients can rely on me for prompt and reliable assistance.
• Advocacy and Follow-Up: I act as an advocate for my clients, ensuring they receive fair treatment from insurance providers and helping them navigate any challenges or disputes that may arise.
Quoting software, Licensed to shop the market in the specific state the client resides, calendar appointment scheduling service.
I offer support M-F 8am-8pm Saturdays 8am-12pm.
80%, provide excellent customer service and maintaining communication with clients.
Step by step instructions on the welcome email, or we conduct a policy review appointment with the client.
• Financial Security: By helping clients secure comprehensive health insurance coverage, I provide them with financial security against unexpected medical expenses. This ensures they can access necessary healthcare without the burden of significant out-of-pocket costs.
• Tailored Coverage: I tailor insurance plans to match each client’s specific needs and circumstances. This customization ensures they have adequate coverage for their health requirements, lifestyle, and budget, reducing the risk of underinsurance or overpaying for unnecessary coverage.
• Peace of Mind: My services offer clients peace of mind, knowing they have a knowledgeable advisor managing their insurance needs. They can trust that their coverage is optimized and up-to-date, allowing them to focus on other aspects of their lives.
• Advocacy and Support: I act as a strong advocate for my clients, assisting them in navigating complex insurance processes, handling claims, and addressing any issues that may arise. This ongoing support strengthens their trust and loyalty.
• Health and Wellness Promotion: In addition to insurance coverage, I provide valuable information on preventive care, wellness programs, and healthy living. This holistic approach encourages clients to prioritize their health and well-being, leading to better long-term outcomes.
• Adaptability: I continuously monitor changes in the healthcare landscape and adjust clients’ policies as needed. This adaptability ensures their coverage remains relevant and effective over time, protecting them from potential gaps or risks.
• Client Relationship: I build strong, long-lasting relationships with clients, based on trust, transparency, and consistent communication. This approach fosters loyalty and encourages clients to stay with my services for the long term.
I offer dental, vision, life, disability, accident, and critical illness insurance as add-ons to health coverage.
I've been in the insurance industry for over 6 years, specializing in helping self-employed individuals, families, and small businesses find affordable medical coverage. I'm fully licensed in 33 states to ensure I can assist clients nationwide.
Yes, I am fully licensed to sell insurance in your state and across 33 states, which allows me to provide coverage options tailored to your specific location and needs.
I specialize in health insurance, including comprehensive medical coverage, dental and vision insurance, life insurance, short-term disability insurance, accident insurance, and critical illness insurance.
I offer a wide range of insurance policies tailored to meet the needs of self-employed individuals, families, and small businesses. This includes health insurance for medical coverage, dental and vision insurance, life insurance for financial protection, and various supplemental policies like short-term disability, accident, and critical illness insurance.
Absolutely. I can assist you in finding comprehensive coverage for dental and vision care, as well as life insurance policies that provide financial security for your loved ones. I'll work closely with you to customize a plan that meets your specific needs and budget.
Your insurance policy will cover medical expenses, preventive care, hospitalization, prescription drugs, and more, depending on the specific plan you choose. We'll review all coverage details together to ensure you understand what is included.
Premiums vary depending on factors such as your age, health status, coverage options, and deductibles. I'll help you compare different plans to find one that balances coverage and affordability.
Yes, most plans have deductibles and copayments. We'll discuss these details so you understand how they affect your out-of-pocket expenses when accessing healthcare services.
Absolutely. I specialize in customizing insurance plans to fit your unique circumstances and preferences. Whether you're self-employed, part of a small business, or have specific health concerns, I'll ensure you get the coverage that best suits your situation.
I provide ongoing support to help you adjust your coverage as needed. Whether you experience life changes, such as getting married or having children, or changes in your health needs, I'll be here to help you review and update your insurance plan accordingly.
I prioritize accessibility and customer service. You can reach me by phone, email, or schedule an in-person meeting as needed. I'm committed to providing prompt and reliable support throughout our relationship.
I assist clients with the entire claims process, from filing to resolution. I'll advocate on your behalf to ensure claims are processed smoothly and efficiently, minimizing any stress or delays.
Yes, I offer ongoing support to review your coverage annually or as needed. I'll keep you informed about changes in the insurance industry and recommend adjustments to your policy to ensure it continues to meet your needs over time.
Absolutely. I'll provide you with clear comparisons of insurance policies, including benefits, costs, and coverage limitations. This will help you make an informed decision based on your priorities and preferences.
I'll provide personalized advice based on your specific needs, budget, and health considerations. I'll guide you through the options available, ensuring you understand the implications of each choice so you can select the best plan for your circumstances.
Claims processing times can vary depending on the insurance provider and the complexity of the claim. I'll provide you with realistic expectations and keep you informed throughout the process to ensure timely resolution.
I'll walk you through the steps to initiate a claim and provide assistance with gathering necessary documentation. I'll advocate for you throughout the claims process to ensure your needs are met promptly and fairly.
I stay updated on industry trends, policy changes, and new insurance options through ongoing education and professional development. I'll proactively communicate any relevant updates that may impact your coverage.
Absolutely. I believe in building long-term relationships with my clients. I'll regularly review your insurance coverage to ensure it continues to align with your evolving needs and make recommendations for adjustments or enhancements when appropriate.
Certainly. I can provide references or share testimonials from satisfied clients who have benefited from my personalized service and expertise in finding affordable and comprehensive insurance solutions.