Hi {ATTENDEE_FIRST_NAME},

Thank you for scheduling your {EVENT_NAME} on {EVENT_DATE} at {EVENT_TIME} with me. I'm excited to meet with you and help to make understanding your healthcare coverage options simple & clear.

Though I make every effort to be punctual, meetings can run long from time to time. That being said, I will reach out within 15 minutes of our scheduled appointment time. If you chose a phone appointment please keep your phone nearby with your ringer on. I'll be calling from 812-200-6484. It may be helpful to save my name and number to your phone to avoid spam blockers. If you chose a Zoom meeting I will join the meeting within 15 minutes of the scheduled time. If you chose an in person appointment refer to the instructions in your event booking.

In order to obtain the most accurate figures and guidance during our conversation, you will need to have some information readily available:

Personal identifying information such as Date of Birth & Medicare Beneficiary ID Number (if applicable)
First & last name of your primary care physician & all specialty doctors
Hospital preference
Current list of medications including full name, dosage & frequency taken
Your preferred pharmacy

A few things that may be helpful, but are not required:

Details about your current coverage (Deductibles, copays, out of pocket maximums & premiums)
Details about plans offered to you either through COBRA or retirement plans
A general idea of your monthly budget for healthcare costs

Now, take a deep breath & be proud of yourself for taking your first step towards gaining control and a better understanding of your healthcare options. I'm excited to serve you and will be with you throughout your health insurance journey. If you ever want to chat, share a story or have a question, my door (and inbox) is always open.

Lyndia Cunningham, CMIS®
812-200-6484
Move Health Partners