Thirty minutes. No cost, no obligation, no follow-up pressure.
Pick a time that works. You will speak with a licensed advisor who will look at what you carry today, what it costs, and where the real gaps sit — and who will tell you plainly if your current plan is already the right one.
Book the review.
No script, no pitch deck.
Bring these four things
- Your current plan: carrier, monthly premium, deductible
- Ages of everyone on the policy, plus your ZIP code
- Any doctors or specialists you want to keep
- Estimated household income, if the Marketplace route is in play
The three things people ask first
What does the review cost?
Nothing, and there is no obligation attached to it. We are paid by the carrier only if a policy is placed, which is why we will tell you plainly when your current plan is already right.
Am I going to get buried in phone calls afterwards?
No. One conversation, then the decision is yours on your timeline. We do not run a follow-up sequence, and we do not sell or share your information.
What if I only want a second opinion on a plan I already have?
That is a completely normal reason to book, and it is a good use of the thirty minutes. Bring the summary of benefits and we will read it with you.
Shepherd Health Group is a licensed independent insurance agency. Scheduling a review is not an application for coverage and creates no obligation. Benefits, availability and pricing vary by state, carrier and individual eligibility.