top of page

You are scheduled!

Check your email for appointment details.

We look forward to meeting with you.

Please prepare for our meeting by gathering the following:

Current Benefits

If you currently have benefits in place, gather any information about your current plan such as insurance carrier bills or health plan information.

Employee Census

In order to produce a quote for you, we will need a census of your employees. If you would like to provide it before our meeting we can start working on options right away. Please download our census HERE and once completed, email it to


If you have any questions, feel free to create a list so we can address them during our meeting.

bottom of page