Your Team of Healthcare Planning Experts

Here’s our process and how we set ourselves apart.

Start with Data

Use the Move Health Platform to run a healthcare cost analysis for your client’s unique situation. Get real data insights and create a client deliverable in seconds.

Seamless Connection

Once you’ve identified the opportunity for healthcare planning, simply make the connection to your dedicated Move Health team member through the Move Health Platform.

Stay in the Loop

The Move Health Platform helps you to easily follow your client through each step of our process. We are your end-to-end healthcare planning solution.

Enabling Confident Moves

Our mission of making your client’s health coverage simple & clear starts with you. As an advisor, you are 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 the team to confidently bring up healthcare planning proactively. In turn, providing your clients with high-touch, white glove healthcare planning.

We promise that your client will never feel rushed, sold to or pressured to make a decision. We want those that we work with to feel informed & empowered as they make important healthcare planning decisions.

  • 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.

  • At Move Health, we are teachers at heart and love experiencing a client’s “light bulb moment” in regards to health insurance & Medicare planning. We will walk them through all of their available options, making sure they understand the unique pros and cons of each option. We won’t suggest a strategy until they have a full understanding of all of the options available to them. Tell them to bring their questions, we'll have answers.

  • Now that your client understands what options are available, we’ll begin to explore specific strategies, plans & policies that will meet their needs most effectively. This is the stage in which we’ll begin discussing premiums, deductibles & copays - we’ll crunch the number alongside them! We’ll always make sure they leave this part of the conversation knowing what strategy we’re suggesting and the financial impact of our suggestion

  • 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 to enroll into 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 & 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.

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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.

  • What matters most to you in your healthcare coverage?

    • Prescription drug coverage

    • Dental

    • Vision

    • Hearing

    • Protection from out of pocket costs

    • Preventive medical care

  • 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

  • What prescription medications need to be covered by your plan? Write down the names and dosages of these.

  • • Current premium

    • Current deductible & maximum out of pocket

    • What do you like about your current plan?

    • What would you change about your current plan?

  • 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.

What Makes Move Health Different?

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 that 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.