Benefits Agent

Ask me anything about your benefits

Hi Alex Smith, welcome to your personalized Open Enrollment experience! To get started, please complete the profile form on the right. Your answers will help me find the perfect plans for you.

💬 Ask follow-up questions, request clarifications, or explore any topic in more detail

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PersonalProfile

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MedicalMedical

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SupplementalBenefits

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ReviewReview

Let's build your profile

This helps us recommend the best plans for you

Family Members & Coverage

Choose how to set up your family coverage

How would you like to add your family members?

Choose the option that works best for you

Your Health Information

Help us understand your healthcare needs

Prescription Medications

Do you take prescription drugs regularly?

Yes, I take prescription drugs regularly

I prefer not to answer this question

Recent Medical Care

Medical visits in the past 12 months (excluding routine physicals)

Yes, I have visited doctors or been hospitalized in the past 12 months

Not including routine physicals and preventive care

I prefer not to answer this question

Planned Medical Care

Medical visits planned for the next 12 months (excluding routine physicals)

Yes, I have planned medical visits or procedures in the next 12 months

Not including routine physicals and preventive care

I prefer not to answer this question

Financial Information

This helps us recommend plans that fit your budget

Household Income

Combined household income for your family

Select your household income range

I prefer not to answer this question

Medical Bill Affordability

Largest unexpected medical bill you could comfortably afford

If you need unexpected medical care, what's the largest bill you could comfortably afford to pay?

This helps us balance monthly premiums vs. out-of-pocket costs

I prefer not to answer this question

Coverage Preferences

Help us understand your financial preferences

Deductible Preference

What you pay before insurance kicks in

📈Higher ($3,000+)

Lower monthly cost, good for healthy individuals

⚖️Moderate ($1,500)

Balanced approach - middle ground

📉Lower ($500-$1,000)

More predictable costs, good for families

Monthly Premium

Deducted from each paycheck

💰Lower ($45)

Keep more in paycheck, good for healthy individuals

⚖️Moderate ($90)

Balanced cost and coverage

🛡️Higher ($160)

Best protection, good for families

Additional Context

Is there anything else that has changed since last year that we should know about?

e.g., new diagnosis, planning a family, job change, etc.

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