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How to Choose And Work With A Health Insurance Broker

The First Meeting With An Insurance Broker: How To Prepare And What To Ask

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Before the meeting, it is advisable to:

  • Make a list of the subjects you want to talk about.
  • Summarize in writing your current and past medical condition so you can accurately describe it to the broker.

At the meeting:

It is preferable to:

  • Ask each broker to assess your needs, and 
  • Come up with a recommendation as to what type of health insurance policy would be best for you. 
  • Ask the broker to get you several competitive offers.

 





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