Describe How You Would Like To Be Introduced Via Email
Hi! As one of the Principals of our firm, as a broker/agent, we represent multiple health insurance companies, to try to help business owners, self-employed, independent contractors, individuals, and families find custom fit, affordable employee benefits. We also help with claims support and benefits management for our clients. Woodforest offers HR software complimentary with all of our group benefits clients.
What is your "why"? Why do you do what you do?
I love to help people. And just as importantly, no one should spend more money on their health/wellness benefits than necessary. I want to help people navigate the system, not just provide simple quotes that most other benefits brokers don't know how to shop.
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
Do you need employee benefits? If so how many?
Are you a small business/self employed individual/family?
Are you paying too much for your medical benefits?
Unique Selling Proposition
I'm available to review what you have currently, and I'm the first to tell you if you have what is best for you. I do not move people from their current program just for the sake of business. I will review and ensure even your employer plan is what is best for you. Plan design and maximizing your least amount of out of pocket is my specialty.
About me
I live with my husband in Woodforest, along with our pups, who we adore. I have two children, and my husband has two children. We've been married for almost 20 years! My son has a "confidential" career, that we are so proud of him. His wife is expecting our first grandbaby in February, 2025. My daughter is my mini-me and I'm very proud of her as well.