Learn about my commitment as your insurance agent, and your responsibilities as a client.
My Promise to You as Your Insurance Agent
Choosing health insurance can feel overwhelming, but you don’t have to do it alone. My goal is to make the process simple, clear, and stress-free while helping you find coverage that fits your needs and budget.
How I Support You
- Finding the Right Plan
I’ll provide clear, honest information about your options, answer your questions, and help you choose a plan that works best for you. I’ll also assist with the enrollment process and submit applications when needed. - Renewals & Open Enrollment
Each year, we’ll review your current coverage and discuss any changes that may affect your insurance needs. I’ll help you explore available options and keep you informed of important deadlines. - Responsive Service
I strive to respond to calls, emails, and messages within 24 to 48 business hours. During busy enrollment periods, response times may be a little longer, but I will always do my best to get back to you promptly. - Life Changes & Updates
If you experience changes such as a new job, marriage, divorce, birth of a child, move, or income change, I’m here to help you understand your options and guide you through the reporting process. - Claims & Billing Assistance
If you have concerns about claims, billing, or other insurance-related issues, I’ll do my best to help you navigate the situation and advocate on your behalf when appropriate. Because insurance carriers have direct access to your policy information, I recommend contacting them first for the fastest resolution. - My Commitment
My commitment goes beyond helping you enroll in a plan. I want you to feel informed, supported, and confident in your insurance decisions throughout the year. I value the trust you place in me and will always strive to provide friendly, dependable service and be a resource you can count on.
Thank you for allowing me to be part of your insurance journey. I look forward to serving you and helping you protect what matters most.
Client Responsibilities
Your Role in Maintaining Your Health Insurance Coverage
To help ensure your coverage remains active and meets your needs, I agree to the following:
- Keep My Coverage Active
I am responsible for paying my premiums on time, including any initial payment required to activate coverage. I understand that missed payments may result in termination of my policy. - Provide Accurate Information
I will provide complete and accurate information and any requested documentation needed to enroll in or maintain my coverage. - Stay in Communication
I will respond promptly to requests for information, especially during Open Enrollment, renewals, or when issues arise. - Report Life Changes Promptly
I understand that changes in my household or personal situation may affect my eligibility, premium costs, coverage options, or financial assistance. I will notify my agent as soon as possible if any of the following occur:
Address or ZIP code changes
Phone number or email updates
Marriage or divorce
Birth or adoption of a child
Income changes
Changes in tax filing status
Moving to a new area - Seek Professional Tax Advice
I understand that my agent is not a tax advisor. For tax-related questions, I will consult a qualified tax professional. - Contact My Insurance Carrier First
I understand that my insurance carrier is my primary resource for questions regarding claims, billing, payments, provider networks, and policy information because they have direct access to my account. If I need additional assistance or encounter difficulties, I may contact my agent for guidance, support, and advocacy when appropriate.
Let’s Get Started
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