Tech-Enabled, Human-Driven
Explore Move Health’s HealthPlanner software and see how our healthcare planning process sets you apart.
Start with Data
Most planning tools use national averages. But your clients and their unique financial plans aren’t average. Use the Move Health Platform to run real-time, personalized healthcare cost estimates for your client’s unique situation with our Estimator Tool.
2. Seamless Connection
Have a client who needs health insurance guidance? Simply make the connection through the Move Health Platform, which will prompt the client to complete their profile and book a call with a Move Health agent.
3. Stay in the Loop
Move Health’s Platform makes it easy to follow your client and the Move Health agent through each step of the process. You get a copy of the HealthPlanning Analysis and any enrollment cost data, so you maintain fiduciary oversight without adding additional work to your plate.
HealthPlanner in Action
In less than 30 seconds, see each step of a client engagement on the Move Health platform.
Empowering Confident Healthcare Planning
Our mission to make health coverage simple & clear starts with you. As an advisor, you’re uncovering financial planning opportunities all the time, and healthcare planning is no different.
Before we ever speak to one of your clients, we aim to provide you with the education, tools, and team to confidently (and proactively) provide healthcare planning. In turn, your clients get high-touch, white glove health insurance guidance.
Your client will never feel rushed, sold to, or pressured to make a decision. Those who work with us consistently report feeling confident & empowered as they make important healthcare planning decisions.
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Our team loves engaging in unique situations. During this stage of the process, we’ll get to know your client where they’re at right now and where they want to go in the future. This step includes our initial introduction and intake of high-level information.
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At Move Health, we are teachers at heart and love experiencing a client’s “light bulb moment” in regards to health insurance and Medicare planning. We’ll walk them through all of their available options, making sure they understand the unique pros and cons of each. We won’t suggest a strategy until they have a full understanding of all the options available to them. Tell them to bring their questions, we'll have answers.
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Now that your client understands what options are available, we’ll begin to explore their unique HealthPlanning Analysis, including specific policies that will meet their needs most effectively. This is also the stage in which we’ll begin discussing premiums, deductibles, and copays. Your client will leave this part of the conversation knowing what strategy we’re suggesting and the financial impact of our suggestion.
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We don’t stop at expert advice. The next step is to put their strategy into action. If your client determines that we are a right fit to work together, Move Health will help them enroll in the coverage(s) that we previously suggested during our meeting. This allows us to be “Agent of Record” on their policy, meaning we can (and will) service their policy, questions, and renewals, and stay in touch throughout the tenure of our work together.
At this stage, we're also keeping you, the advisor, in the loop with financial impact data.
How Clients Can Prepare
We make the process of health insurance and Medicare planning simple for your clients, but there are a few things that they can have ready before meeting with our team.
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What matters most to you in your healthcare coverage?
• Prescription drug coverage
• Dental
• Vision
• Hearing
• Protection from out of pocket costs
• Preventive medical care
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If you have preferred providers, write them down so we can ensure they’re covered by your plan. These might include:
• Primary Care Physicians
• Specialists
• Hospital Networks
• Clinics
• Other medical service providers
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What prescription medications need to be covered by your plan? Write down the names and dosages of these.
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• Current premium
• Current deductible & maximum out of pocket
• What do you like about your current plan?
• What would you change about your current plan?
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You may qualify for tax credits that can reduce your monthly health insurance premium.
• Your MAGI may also have an impact on your Medicare Part B premium
• Ask your financial advisor about your modified adjusted gross income. This number may be different than your total income.
There was a significant gap in healthcare planning for advisors. Insurance agencies weren’t closing the feedback loop, and healthcare planning technologies were prohibitively expensive and not helping clients to implement strategies.
We’re not your typical health insurance agency; we’re laser-focused on serving advisors and their clients. We understand what it takes to make our relationship with you a great one.
We’re not just a healthcare planning technology that charges you per engagement. We arm you, the advisor, with tools and resources, but also with a team of people who support you and your clients with expert guidance.
We are a true end-to-end solution that allows you unlimited client engagements with our team and use of a groundbreaking platform for one low annual subscription fee.