Our Process

Want to know our process before getting started?

1. Complete a contact from by CLICKING HERE 

2. Someone will reach out within 1 business day

3. We will do an initial consult, this can be done by phone, google meet or in person

4. With the gathered information, we will begin the quoting process, this can take up to a week depending on the type of insurance you're requesting

5. We will then reach out to schedule a time to go over the proposed policies

6. Then it is up to you, if you'd like to proceed we can do that whenever it works best for you

All Medicare products require an additional form called a Scope of Appointment