Easy & Smooth Process
To Purchase Insurance
Our office has forms available for you to complete online. These are detailed forms that help us find you cost-effective coverage. If you have any questions, contact us directly at 402-352-6610.
Annual Reviews – Online Forms
Health Insurance Annual Review - our office provides annual reviews for our clients enrolled in Under-age 65 Health Insurance. The annual enrollment period for health insurance is November 1st - December 15th with plans taking effect on January 1st. Please click below to complete your annual review paperwork.
Medicare Annual Review – our office provides annual reviews for our clients enrolled in Medicare. The annual enrollment period for Medicare beneficiaries is October 15th – December 7th with plans taking effect on January 1st. Please click below to complete your annual review paperwork.
Medicare Scope of Appointment Form – If you wish to have a review and speak with an agent about your Medicare coverage, CMS (Centers for Medicare and Medicaid Services) require that we have this completed by each Medicare member we assist (if you are married, we need one for each spouse). You will be asked to select the products you wish to discuss with your agent. Select all that you wish to discuss (most people select all plans to have a better understanding of their options). Selecting a product type does not mean you are enrolling into that plan. If you wish to discuss a product that is not selected on your form, a new form will need to be completed before the agent can discuss information with you. Click below to complete your Medicare Scope of Appointment form. These forms need to be completed on an annual basis.