ACA 2027 Client Preparation and Plan Selection Health Sherpa
STEP 02
Complete the Intake Form
Complete our separate Client Intake and Plan Matching Form, including dependent child coverage needs, doctors, hospitals, medications, and pharmacy preferences. This helps us compare available Marketplace plans with your coverage needs.
Contact Patricia at Hettesheimer Insurance Agency. She will confirm that your information is complete and schedule your Zoom enrollment meeting with Scott.
