About the Analysis & Recommendation

The Analysis & Recommendation is a multi-page, clearly outlined, document that provides the results from our research and recommendations base on your individual insurance needs.

The cost for this service is $99. If you choose to sign up for your recommended policy using one of our agents that fee will be waived.

before the analysis

We start our Analysis & Recommendation by collecting important information, either in person, on the phone, or online. All information is held to the highest degree of security, and will never be shared.

It is important for us to collect all the necessary information in order to provide an accurate recommendation.

making the analysis

We include the research of all available plans for you based on location and the information you provided. We look at premiums, ratings, years in market, premium increase history, out-of-pocket maximums, drug benefits, and more.

We add our Fiduciary recommendation that is based on how your individual needs fit into the research we analyzed.

presenting the analysis to you

You will receive a copy of your Analysis & Recommendation through email in 5-7 business days.

Once received your agent will personally review the Analysis & Recommendation with you in person, over the phone, or virtually online.

If you decided to move forward with our recommendation your agent will be able to sign you up as soon as you are ready.