Private Client Advocacy
This is our consigliere level service. We approach your situation as if it were our own. We spare no expense, time or energy to find every strategy, loop hole and savings opportunity that may be available to you... And then get it done for you, the RIGHT WAY.
REQUEST AN ADVOCACY DISCOVERY SESSION
Contact Us Today To Inquire About Our Advocacy Program.
Due the time involved per client, SPACES ARE LIMITED
Call (405) 286-0882 and ask for Matt Jantzen directly
OR
Email Matt directly at matt@aicstrategy.com
Advocacy Services Include (But Are Not Limited To):
- All Encompassing Consigliere Service: Anything and everything that is needed to get the coverage and healthcare that you and your family needs.
- Initial Discovery Meeting: your medical, financial, provider, and prescription information
- Research: Research based on discovery meeting
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Medical Professional Coordination: Doctors, Clinics, Hospitals, and other providers
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Financial Professional Coordination: CPA, Financial Advisor, Attorney, etc.
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Prescription coordination and discount program research
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Options & Strategy Briefing: Personal 1-on-1 strategic briefing
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Re-Work / Adjustments: Adjustments based on Strategy Briefing
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Application & Enrollment Process: Preparation, completion, and submittal of all necessary applications and documentation.
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Underwriting and Documentation Requirements: Post application requirements often occur to verify your situation.
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Policy Service and Support
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Year end audit: Advanced tax credit reconciliation protection (if you don't know what this is, you should!)
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Following Year Renewal Briefing
Schedule a Free Consultation
Talk to a dedicated consultant about your health coverage plan.
WHO WE SERVE
Employers
Brokers & Advisors
Plan Administrators
Payroll & HR Outsourcing
CoverageAdvisor- an Alliance Insurance & Consulting Service - All Rights Reserved @ 2022 1603 E 19th St, Edmond Oklahoma 73013