A real human reaching out shortly after enrollment to make sure you’re set up the right way
so you’re not bounced around when you need help.
So important benefits, deadlines, and assistance programs don’t get missed.
We aim to return calls quickly and keep things moving.
Coverage Made Clear – plain-English summaries, videos, and “decoder” style explanations so you actually understand your plan.
Benefits Unlocked – help setting up and using extra benefits before they expire.
Provider Finder – tech + human double-checking so your doctors and specialists are truly in-network.
Rx Cost Navigator – clarity on tiers, copays, formularies, and cost-saving options.
Programs Check-Up – help identifying (and applying for) assistance programs that may lower costs.

Personal Connection and Information Gathering
Analysis of Existing Coverage and Health Status
Update Provider and Care Preferences
Medication List and Preferred Pharmacy Check-Up
Run Plan Comparisons - Search Out Plan Options
Enrollment Recommendation

Meet Your Dedicated Client Success Manager
Confirm All Preferred Methods of Contact
Review Enrollment Details - Q&A Check
Preparation Details for Onboarding Sync Up
Introduction to the “Just Call” Program
Schedule Onboarding Sync Up Session

Review of Key Plan Benefits & Portal Setup
Unlock the Extras - Benefit Utilization Assistance
Understanding the Plan’s Financial Terms
Review Unexpected Cost Examples
Setup Health Goals & Schedule Follow Ups
Open Q&A Time - Ask us anything!

Check-Up Call 2: Public Resources & Benefits Check
Check-Up Call 3: Health Profile Update

Final expense life insurance may not cover the entire cost of your funeral and may be used by the designated beneficiary for any purpose rather than being limited to specific funeral services and providers. Final expense life policies will have a lower face value than most traditional term or whole life policies as they are intended for a specific purpose of covering those final costs rather than providing comprehensive support for surviving family members. This type of policy generally doesn’t require a medical exam, but premiums will be higher the older you are, and some benefit payouts may be limited during the first few years of coverage for those with significant health issues. Reducing or skipping premium payments will impact the amount of interest paid and may impact how long the policy lasts. Accessing the cash value of a policy will reduce the available cash surrender value and the death benefit. A policy owner does not have the ability to make unlimited payments into the policy. If too much is paid into the policy, it will become a Modified Endowment Contract (MEC) and withdrawals and loans will be taxable. Coverage may not be available in all states and may vary by state. Policy guarantees are based upon the claims-paying ability of the issuing life insurance company.