Health Insurance
Pre-Appointment Form

FAQ for Health Insurance 

Why is a consent form necessary for Marketplace plans?

• The consent form is a crucial requirement that ensures we have your authorization to access and review your personal information, discuss specific plans, and assist you with enrollment. This consent is mandated to protect your privacy and comply with federal regulations.

What is the Marketplace?

• The Health Insurance Marketplace, also known as the Exchange, is a service available in every state that helps individuals, families, and small businesses shop for and enroll in affordable medical insurance. The Marketplace is operated by the federal government or by individual states.

 ​

​What information is required on the consent form?

• The form typically requires basic personal details, including your name, contact information, and a signature. It may also ask for specific information about your current health coverage and your health needs.

How does the consent form benefit me?
By filling out the consent form, you authorize us to:

• Look up your existing health coverage information.

• Discuss and compare different health insurance plans.

• Assist you in completing your enrollment process.

• Ensure compliance with federal regulations to protect your privacy and security.

What happens if I don't fill out the consent form?

• If the consent form is not completed, we are legally restricted from accessing your health information, discussing specific plans, or assisting with your enrollment. This could delay your ability to find the right plan and complete your enrollment in a timely manner.

Is my information safe and secure?

• Absolutely. All the information you provide on the consent form is handled with strict confidentiality and in compliance with privacy laws and regulations. Your data is used solely for the purpose of assisting with your health insurance needs.

How does the consent form expedite the appointment process?

• Completing the consent form beforehand allows your advisor to prepare thoroughly for your consultation. It ensures that all necessary information is on hand, enabling a smoother, more efficient appointment where we can focus directly on finding the best plan for you.

What if I need help filling out the consent form?

• If you need assistance with the form, please contact us at 561-318-4334. Our team is here to guide you through the process and answer any questions you may have.

By filling out the consent form, you help us provide you with the best possible service, ensuring a smooth and effective process in finding and enrolling in the right Marketplace plan for you. Thank you for your understanding and we look forward to assisting you.