Pre‑Enrollment Checklist
A little preparation makes our call shorter and more useful. Here is what to gather before we talk, and what I can do with each piece. Nothing here is required. Bring what you have.
Why it helps
Plan options change by state and by county, and there are a lot of them across Florida, Michigan, North Carolina, Arizona, Texas, Georgia, Indiana, and South Carolina. If you have these ready before we talk, I can:
- Check whether you qualify for a premium tax credit, and estimate it
- Look up your doctors and hospitals in each plan’s own network
- Check your prescriptions against each plan’s drug list, tier by tier
- Match the plan type to how your family actually uses care
If you do not have all of it, we can still talk. The more you bring, the less guessing I have to do, and the fewer surprises you find in January.
What to have ready
- 1Household informationDates of birth, and Social Security numbers for everyone applying for coverage.
- 2Income estimateAn estimate of household income for the coverage year. Pay stubs, a W-2 or last year’s return all work.
- 3Your doctorsNames of the primary care doctors, specialists and hospitals you want to keep.
- 4PrescriptionsNames, dosages and how often you take them. The tier a drug sits on decides what you pay for it.
This is the whole checklist. Print this page or save it as a PDF from your browser if you want it on paper.
When you are ready
You do not have to have everything on the list. Pick whichever of these is easiest and we will go from there.
Book a time
Pick a slot that suits you and I will call you then.
Book 30 minutesI'm the one who calls, at the time you pick. I don't sell your information or pass it to other agents.
Email me
Send me your questions and I will answer them in writing.
zbradford@