Your Health Coverage Profile

Let's see what you qualify for

Before your appointment with Kimberly, we'd like to learn a little about your health history so we can find the plans that are the best fit for you and your family. This takes about 5 minutes. Your answers are completely confidential and are used only to match you with the right coverage options.

Answer as accurately as possible — the more we know, the better we can help you

YOUR INFORMATION

Step 1 of 7

HOUSEHOLD MEMBERS

Will anyone else in your household need coverage? Add them below.

Step 2 of 7

CURRENT & UPCOMING HEALTH

Is anyone in your household currently being treated for, or expecting to be treated for, any of the following in the next 12 months?

Step 3 of 7

YOUR HEALTH HISTORY

In the past 5 years, has anyone in your household seen a doctor, been hospitalized, or received treatment or medication for any of the following?

Step 4 of 7

CURRENT MEDICATIONS

Please list all medications currently being taken by anyone in your household who will be on this plan.

Medication 1:

Medication 2:

Medication 3:

Medication 4:

Medication 5:

Medication 6:

Medication 7:

Medication 8:

Other Conditions

Step 5 of 7

CURRENT DOCTORS

Staying with a trusted provider matters — we'll check network availability before making any recommendations.

DENTAL & VISION

LIFE INSURANCE

We ask because many self-employed individuals are underinsured without realizing it — we want to make sure you're fully protected.

Step 6 of 7

ONE LAST STEP — Your Signature

Step 7 of 7

If you have any questions before our meeting, please don’t hesitate to reach out.
You can contact us at [email protected]


Licensed and certified in 24 states for individuals, groups and Medicare. No international affiliations.

We proudly service the following US states only:

Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Michigan, New York, Nevada, North Carolina, Ohio, Oklahoma, South Carolina, Tennessee, Texas, Virginia, West Virginia and Wisconsin.

Medicare Disclaimer: We do not offer every plan available in your area. We represent 5 of MA organizations, which offer 47 products in your area. Any information we provide is limited to those plans we do offer in your area. Please contact
Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program to get information on all of your options.

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