Book a quick call
Choose a time below. No pressure, no scripts - just a clear next step.
Choose Your Appointment
Individuals
& Families
20 - 30 minute call, explore your options and pick a plan that’s best for you.
Business
Intro Call
10 minute intro call, learn about benefits and plan what’s next.
Business Owner
Full Call
30 minute conversation, go through what makes the most sense for your business.
Payroll &
Benefits Providers
30 minute discussion, go through offerings and set up future correspondence.
Schedule your appointment with our health specialists today and experience the highest standard of personalized care. Our expert team is committed to supporting your journey towards optimal well-being.
Based on your specific needs, please select between the following four appointment types above:
Individual & Families: Someone who needs insurance options for themselves or their family.
Business Intro Call: Quick call to determine scope of insurance needs.
Business Owner Full Call: Determine and explore needed benefits in full for a single company.
Payroll & Benefits Providers: Explore benefit gaps and wellness options for client businesses.
The type of health insurance assistance you need determines what you should bring to your appointment.
For Individuals & Families be sure to have the following ready: Zipcode, ages of those needing to be insured, tax household size, and Adjusted Gross Income (AGI) for the year.
For business owners or benefits providers: Number of total employees, W2 versus 1099 worker count, current benefit offerings, and a clear vision for what you are interested in the most.