Skip to content
Menu
About
Who We Are
Meet Our Team
News
Medicare
Individuals – Employees
HR – Employers
Advisors
Group Health Brokers
Property & Casualty
Individuals – Personal
HTA Client Center
Businesses – Commercial
Medical & Dental Practices
Advisors
Testimonials
Schedule Appointment
Careers
Contact
Close Menu
Medicare Supplement Shopping Questionnaire
Name
*
Date of Birth
*
Phone Number
*
Email
*
State of Residence
*
Zipcode
*
Current Plan
*
Plan G
Plan F
Plan N
Plan High Deductible G (or F)
Other
Unsure
Change Preference (check all that apply)
*
I want to see if there is a lower rate for the same benefits I have now
I would be willing to look at a higher out of pocket risk to save money on premium
Current Plan Premium
*
Frequency
*
Monthly
Quarterly
SemiAnnual
Annual
Did you receive a notice that your premiums are going up?
*
Yes
No
Date of Rate Increase
*
New Premium after Increase
*
Shopping Medicare Supplement plans requires medical underwriting, please indicate if you have been diagnosed or treated with any of the following health conditions in the last five years: *Answering the health questions below allows us to determine which insurance company may be the most appropriate based on your health history.* *
Tobacco Use
*
Choose Option
Yes
No
Congestive Heart Failure
*
Yes
No
Details
Diabetes With History of Heart Attack or Stroke
*
Yes
No
Details
Internal Cancer or Melanoma
*
Yes
No
Details
Diabetes With Complications (Retinopathy, Neuropathy, Peripheral Vascular or Arterial Disease)
*
Yes
No
Details
Kidney or Liver Disease
*
Yes
No
Details
Atrial Fibrillation, TIA or Stroke
*
Yes
No
Details
Diabetes With Insulin Use
*
Yes
No
Details
Osteoporosis With Fractures
*
Yes
No
Details
Parkinson's Disease, Rheumatoid Arthritis or Multiple Sclerosis
*
Yes
No
Details
Are you currently receiving Physical Therapy?
*
Yes
No
Details
Do you have any scheduled surgery or treatment in the next 12 months?
*
Yes
No
Details
Would you like us to discuss other insurance options with you? Please check off any other plans you would like us to review:
Dental Coverage
Vision Coverage
Hearing Aid Coverage
Nursing Home and/or Home Health Aid Coverage
Not Interested at This Time
If you are human, leave this field blank.
Submit
Δ