Health Ins Request
Derek Brill -(903)802-9124
Name
*
First Name
Last Name
Contact Number
*
Email Address
*
example@example.com
Address
*
Street Address
Street Address Line 2
City
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What County do you live in?
*
Date of Birth
*
-
Month
-
Day
Year
Date
Height
Weight
Gender
*
Please Select
Male
Female
N/A
Do you use any kind of tobacco? (Smoke/ Dip)
*
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Yes
No
Are you Currently taking any medications?
*
Please Select
Yes
No
Please list the Name & Reason so I may find a plan to best cover them.
Any Diagnosis in the past 5-10 years?
*
Please Select
Yes
No
if yes, please list below to ensure I find a plan to best Cover them:
*
Are there going to be any other Individuals on your Plan? (i.e. Spouse & or Children)
Please Select
Yes
No
If yes please provide the following for each individual - Name, Date of birth, Height, Weight, Any medications, Any medical history past 5-10 years.
What is your main concern when it comes to your Health Insurance?
Overall Monthly Cost
Network (HMO/PPO)
Deductible
Coverage
Other
Current Coverage
Employer Plan (group)
Marketplace (Obamacare)
Uninsured
Other
What coverage are you looking for?
*
Health
Dental
Vision
Life
Critical Illness
Accident
House Hold size
*
Please Select
1 (single)
2
3
4
5
6
7
8
9
number of individuals you claim on your taxes
Adjusted Gross Household Income
*
(estimated income for house hold 2025)
Appointment Date
*
-
Month
-
Day
Year
Date
What time of day works best for a 20-30 minute conversation about your options?
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Morning (9am-11am)
Afternoon (12pm-5 pm)
Evening (6pm-8pm)
How did you hear about us?
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Referral
Google
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Name of who Referred you
First & Last name
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