Our preferred method this year is through our secure online system. It’s faster, easier, and you’ll be reviewed before in-person appointments.
Once submitted, you’ll go straight into our Priority Review Queue, and we’ll email you the best-fit plan options.
Skip the line, save some time!
For those who don't feel comfortable doing this alone - we are offering in-person sessions at our new office. We will review how this works and assist you with submitting your information into our online system.
📍91 Settlers Trace Blvd. BLDG 1
Use the calendar below to book your session.
Several of our clients are very involved and want to enroll themselves and we totally get that! For those of you who prefer the option to control your input and enrollment, we are offering a portal to do just that.
The additional benefit is that we will still have access to your plan information to help service your policies! It's a win-win for everyone.
⏰ Reminder:
Plan reviews won’t be completed until AEP officially begins on October 15, but getting in line early means we can move fast once it opens.