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FAMILIES

First Time Clients

FIRST TIME Appointment for a Family (30 mins)
For NEW CLIENTS. Via Telephone. Melanie will call you.

NEW CLIENT Family BPQ Review for 2 Applicants (60 mins)       For 3-4 Applicants (75 mins)
Discuss your completed B & P Health Insurance questionnaire aka known as the "BPQ Review".

NEW CLIENT Family Proposal Review and order new Insurance Health Plan for 2 Applicants (60 minutes)
For 3-4 Applicants (90 minutes)
To answer any questions regarding your proposal options and then to order your new health plan.

NEW CLIENT FAMILY Consultation per adult (15 mins)
For special circumstances and in-depth assistance with health-related requests. Complimentary
for your first 15 minutes. Thereafter, assistance pro-rated at $120 per hour.

NEW CLIENT FAMILY Follow-up Questions (10 mins)
Post plan purchase.

NEW CLIENT FAMILY Insurance Issues Regarding Claims (10 mins)
NEW CLIENT issues with claims or billing.



Current Clients

CURRENT Client Family BPQ Review: 2 Applicants (20 mins)       For 3-4 Applicants (40 mins)
Discuss your completed B & P Health Insurance questionnaire aka known as the "BPQ Review".

CURRENT Client Family Proposal Review and order new Insurance Health Plan for 2 Applicants (75 minutes)
For 3-4 Applicants (90 minutes)
To answer any questions regarding your proposal options and then to order your new health plan.

CURRENT CLIENT Family Consultation per adult (15 mins)
For special circumstances and in-depth assistance with health-related requests. Complimentary
for your first 15 minutes. Thereafter, assistance pro-rated at $120 per hour.

CURRENT CLIENT FAMILY Follow-up Questions (10 mins)
Post plan purchase.

CURRENT Client Family Insurance Issues Claims (10 mins)
CURRENT Client issues with claims or billing.