Personal Information:

• Provide your full name, date of birth, and contact details.

• Include any family members or dependents who need coverage.

Coverage Needs:

• Specify whether you are interested in dental, vision, or both.

• Indicate if you need coverage for yourself, your family, or your employees (if applicable).

Current Coverage:

• Mention if you currently have any dental or vision insurance.

• Provide details about your current plan, including the insurance provider and coverage levels.

Preferred Dentists or Eye Care Providers:

• If you have preferred dentists or eye care specialists, share their names and locations.

• Check if your preferred providers are within the insurance network.

Specific Needs:

• Describe any specific dental or vision needs you or your family members have, such as orthodontics, eyeglasses, or contact lenses.

Budget:

• Determine your budget for monthly premiums and any out-of-pocket costs like copayments or deductibles.

Coverage Preferences:

• Specify the type of coverage you prefer, such as PPO (Preferred Provider Organization) or HMO (Health Maintenance Organization) for dental plans.

• For vision plans, consider whether you want coverage for eyeglasses, contact lenses, or both.

Annual Checkups:

• Mention how often you and your family members typically schedule dental checkups and eye exams.

Existing Health Insurance:

• Inform your insurance agent if you have existing health insurance and inquire about bundling options for dental and vision coverage.

Questions and Concerns:

• Prepare any questions or concerns you may have about the dental and vision plans, including coverage limitations, waiting periods, and in-network providers.