Welcome to Your Enrollment Checklist!

To ensure a smooth consultation, please have the following information ready. This will help us determine your eligibility and find the best ACA health insurance options for you.

Your Date of Birth

Why We Need It:

Age determines your eligibility for specific health insurance plans and ensures you are placed in the correct coverage category.

Your Physical Address

Why We Need It:

Health insurance plans vary by state and sometimes even by county. Your address help us determine which ACA plans are available in your area, ensuring you get a plan that fits your location.

Your Household Size

Why We Need It:

Your household size is crucial for determining your eligibility for subsidies and premium tax credits under the ACA. The more people in your household, the higher the income threshold for receiving financial assistance.

Your Household Income

Why We Need It:

Your household income determines your eligibility for premium tax credits and cost-sharing reductions under the ACA. These subsidies help lower the cost of health insurance based on your income level.

Doctors and Providers

Why We Need It:

Ensures we find a plan that includes your preferred doctors or providers, especially if you have a doctor you MUST keep.

Medications or Prescriptions

Why We Need It:

Helps us recommend a plan that covers your prescriptions and meets your medical needs.