What to have ready for your insurance consultation
A few minutes of prep makes your consultation faster and more useful. Don’t worry if you don’t have everything. We can still get started.
1. Your current coverage
- Insurance cards for any plan you have now.
- Your plan documents or Summary of Benefits and Coverage, if you have them.
- Any renewal, change, or cancellation notice you’ve received.
2. Who needs coverage
- Names and dates of birth for everyone to be covered.
- Whether anyone in your household can get coverage through a job or a government program.
3. Your doctors and prescriptions
- Doctors, specialists, and hospitals you want to keep.
- A list of your medications and doses, so we can check how plans you’re considering cover them.
4. A household income estimate
If you’re looking at a plan through Nevada Health Link, the state’s health insurance marketplace, financial help with premiums is based on your expected household income for the year. A recent tax return or pay stubs make it easier to estimate.
5. Your budget
- A monthly premium you’d be comfortable with.
- How much you could pay toward a deductible if something unexpected happened.
6. Changes coming up
Let us know about anything on the horizon: a move, a marriage, a baby, a new job, or someone turning 26. These can affect your options and deadlines. See Life changes that let you change plans.
7. Your questions
Write down anything you want to ask. There are no bad questions.
Ready? Book your consultation.
This checklist is general information. We’ll only ask for what’s needed for the coverage you’re interested in, and we handle your information as described in our Privacy Policy.