Consultation formats

Transparent advisory sessions for independent coverage

Structured advisory sessions range from single prescription audits to comprehensive small-business group plan design. No hidden commission markups.

Advisory workflow

How we audit your coverage

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Intake & Formulary Submission

Live Comparative Analysis

Unbiased Enrollment Guidance

Securely upload your preferred doctors, specialists, and active prescriptions before the session begins.

We model ACA exchanges and private markets side-by-side to expose hidden deductibles and copay traps.

Receive a written worst-case financial model and step-by-step instructions to enroll independently.

Need custom corporate group coverage?

Speak directly with our principal advisors for team and small-business structures.