Consultative Process

The YourMedPlan consultative process is built on the principle of personalized service. We understand that health insurance is not just a plan; it's a crucial aspect of your well-being. By walking you through this comprehensive process, we strive to ensure that you're equipped with the best health insurance solution to support your health goals and financial situation.

1. Scheduling a One-on-One Consultation

We kick off the process by scheduling a one-on-one consultation with one of our experienced health insurance advisors. Click below to get this process started.

2. Understanding Your Lifestyle & Health Goals

During the consultation, your advisor will take time to understand your unique lifestyle, health goals, and medical history. This information forms the foundation of our recommendation process, ensuring that the health insurance options we present are aligned with your specific needs.

3. Discussing Your Budget

We recognize that budget is a crucial aspect of choosing the right health insurance plan. Your advisor will engage in an open discussion about your budget constraints and financial goals. This helps us identify plans that not only provide comprehensive coverage but also fit comfortably within your budget.

4. Exploring Your Options

With a thorough understanding of your lifestyle, health goals, and budget, your advisor will begin exploring the available health insurance options. This involves evaluating plans both through the marketplace and potential Medicare or Medicaid options, depending on your eligibility.

5. Tailored Recommendations

Based on the information gathered, your advisor will present you with a selection of health insurance options that align with your needs and preferences. These recommendations will be tailored to address your specific requirements, ensuring that you have a clear understanding of the benefits each plan offers.

6. Comparisons and Transparency

We understand the importance of transparency in decision-making. Your advisor will provide you with detailed comparisons of the recommended plans. This includes information on monthly premiums, co-payments, emergency room out-of-pocket costs, full benefits, and deductibles. These comparisons empower you to make an informed choice.

7. Clarification and Q & A

Your advisor will be there to address any questions or concerns you may have about the presented options. We aim to ensure that you have a comprehensive understanding of the plans, enabling you to confidently choose the one that best suits your needs.

8. Assistance with Enrollment

Once you’ve made your decision, your advisor will guide you through the enrollment process. Whether it’s assisting with paperwork, providing guidance on documentation, or helping with online enrollment, we’re here to support you every step of the way.