Guided health questionnaires
Give clients a straightforward way to share coverage goals, preferences, doctors, medications and more before a review.
Less guesswork, better context BUILT FOR BETTER COVERAGE CONVERSATIONS
A clearer picture.
A better plan to talk.
Make every Medicare or Individual & Family health coverage review more meaningful. Collect the right details ahead of time, understand what matters to each client, and walk into the conversation prepared.
Medicare & Marketplace
Your agent's personal link
Health Needs AnalysisClient preparation workspace
EXAMPLE WORKFLOWIllustrative preview
Every detail, in focus.
An organized starting point for the next conversation.
Coverage selectedMedicare or Marketplace pathwayReady
Health needs capturedDoctors, prescriptions & prioritiesReady
Next steps organizedPersonalized follow-up journeyReady
HNA
Built for agents. Simple for clients.Agent-specific intakeOne personal link
Connected next stepsScope & booking, when enabled
Guided questionnaires
Agent-centered workspace
Connected client journey
Controlled, private access
THOUGHTFULLY DESIGNED FOR THE WAY YOU WORKEverything you need for a
Everything you need for a
more prepared conversation.
From the very first questionnaire to the agent's follow-up, the important information stays organized and easier to act on.
Medicare & Marketplace pathways
Let clients choose the appropriate starting point. Questions adapt for Medicare or Individual & Family coverage needs.
Two paths, one experiencePersonalized agent links
Share a link branded to the agent, with their profile details, so clients know who is helping with their coverage review.
A familiar face from the startOrganized agent dashboard
Review submitted assessments, prepare client conversations and manage the information relevant to your own workflow.
A clearer daily workspaceConnected next steps
When configured, help clients continue to Scope & Consent or Agent Booking NOW without losing the thread of the conversation.
One coordinated experienceDesigned for sensitive information
Protected sign-in, controlled agent access and private storage support an intentionally careful information-handling workflow.
Careful by designSIMPLE FROM THE FIRST CLICKA smoother process.
A smoother process.
From start to follow-up.
Make the appointment count by collecting the client's goals and context before the conversation begins.
Already an agent? Sign in01
Share your agent link
Invite a client to begin using your own personalized Health Needs Analysis link.
02
They choose their coverage type
Clients select Medicare or Individual & Family / Marketplace before the relevant questions appear.
03
Review needs before you meet
Use the agent workspace to prepare around doctors, prescriptions, priorities and coverage preferences.
04
Guide the next step
Continue the discussion and, when enabled, direct clients to consent or appointment scheduling.
MADE FOR DIFFERENT COVERAGE NEEDSThe right questions for
The right questions for
the right conversation.
Clients choose their coverage pathway first. Every questionnaire is designed to collect useful preparation details—not make coverage decisions for them.
Medicare coverage reviews
Start with the information that helps an agent prepare for an informed Medicare conversation.
- Current coverage and plan interests
- Doctors, hospitals and prescriptions
- Preferred pharmacy and care priorities
Individual & Family coverage
Help prepare Marketplace conversations with details about the household and its coverage needs.
- Household size and estimated income
- Current coverage and personal priorities
- Medical, dental and vision interests
Health Needs Analysis NOW supports preparation for coverage discussions. It does not determine benefits, plan eligibility, enrollment, or clinical recommendations.
THREE TOOLS. ONE THOUGHTFUL JOURNEY.
Keep the conversation moving forward.
Health Needs Analysis NOW can work alongside Scope & Consent and Agent Booking NOW, connecting your client's preparation to the next appropriate step.
Connections are optional and require verified configuration.STEP 01Health Needs Analysis NOWPrepare for the conversation
STEP 02Scope & ConsentHandle required permission steps
STEP 03Agent Booking NOWArrange the next appointment
PREPARATION MAKES A DIFFERENCEA better experience
A better experience
on both sides.
A clear questionnaire helps clients feel heard—and helps agents focus on the questions that matter.
For insurance agents
Come into reviews with organized client information, a clearer sense of priorities and a practical starting point for next steps.
For clients & families
Share important needs in a guided format at your own pace, so the conversation can focus on your questions and preferences.
THE DETAILSGood questions.
Good questions.
Clear answers.
Here are a few helpful things to know before getting started.
How do clients start a Health Needs Analysis?+
Clients open the personalized link supplied by their insurance agent, select Medicare or Individual & Family coverage, and complete the relevant questionnaire.
Does this replace a plan application or Scope of Appointment?+
No. Health Needs Analysis NOW is a preparation tool, not an enrollment application or Scope of Appointment. Any required permission or enrollment processes must be completed separately.
Does it automatically recommend an insurance plan?+
No. The system collects information for the agent to review. Availability, provider participation, prescription coverage, costs and eligibility must be verified independently.
Can it connect to other Agent Sites NOW tools?+
Yes. When configured and verified by the administrator, the client journey can include links and status exchange with Scope & Consent and Agent Booking NOW.
Where do agents sign in?+
Use the Agent login button at the top of this website to enter the existing HNA workspace. Accounts are managed by an agency administrator.