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Health Insurance Fact Finding Questions
In regards to your insurance, what is most important to you?
Cost/Premium Service Proper Coverage
Approximately when was the last time you did a review with your agent?
Within the year Over 2 years ago Over 5 years ago Never
Which statement best describes your insurance needs?
I am interested in Basic Coverage
In case of a major accident or illness: primarily inpatient hospitalization and outpatient surgery.
I am interested in Balanced Coverage
In addition to being covered for a major accident or illness, I would also like more comprehensive coverage
which MAY include benefits such as: preventative care, physician services, prescription drug benefits, and
routine office visits.
* Required Information
Policy Holder Contact Information
Contact Name
Address
City
State
Zip Code
Primary Phone # to Reach You
Alternate Phone # to Reach You
Fax
* Email
Contact Me During?
Current Policy Information
Current Insurance Company
Current Insurance Plan Type
Current Monthly Premium
Current Office Visit Co-Pay
Current Deductible
How Often Do You Visit The Doctor Per Year?
Reason(s) For Changing Current Insurance Provider?
Interested Policy Information
What Type of Plan Are You Interested In
Would you be interested in going to a higher deductible & higher out of pocket max to reduce your monthly premium?
Yes
No
Maximum Out of Pocket that you can afford?
I am interested in Maternity
Yes
No
I am interested in Dental coverage
Yes
No
I am interested in Vision coverage
Yes
No
How important is prescription coverage
Requested Effective Date
Underwriting Information
Any Family Member Currently Taking Medication
Yes
No
Name
Medication Type
Medication Dosage
Ever Been Declined?
Yes
No
Reason For Being Declined
Family Information
Gender
Birthday (mm/dd/yy)
Height / Weight
Policy Holder:
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Spouse:
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Child 1:
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Child 2:
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Child 3:
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Child 4:
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Child 5:
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Do You Have Any Questions or Suggestions or Current Health Conditions