Discovery Call w/Meredith
Insurance appointment to discuss what you need in a budget you can afford. I look forward to speaking with you!
Contact Information
Phone
+1 (801) 618-2792
Available Monday-Friday by appointment
meri@sprucebenefits.com
I'll respond within 24 business hours
Service Area
Serving clients nationwide
What to Expect
30-Minute Consultation
Our initial call will focus on understanding your specific insurance needs and goals.
Personalized Research
After our call, I'll research the best options tailored to your situation.
Follow-Up & Implementation
We'll review my recommendations together and proceed with the best solution for you.
Frequently Asked Questions About Consultations
Is there a fee for the consultation?
No, consultations are completely free, which means you get personalized guidance at no cost to you.
How should I prepare for our meeting?
Having information about your current coverage (if any), budget, and specific needs will help us make the most of our time together.
What happens after our consultation?
I'll provide you with personalized recommendations. If you decide to move forward, I'll handle the enrollment process and provide ongoing support.
Can I reschedule if needed?
You can reschedule through the confirmation email you'll receive after booking, or contact me directly to find a better time.
How do virtual consultations work?
We'll chat by phone and plans may be reviewed together via screen share (no video required). I'll send you a calendar invitation with all the details after you book your appointment.
"Meri was an absolute delight to work with! She was always patient with me and was never pushy in an attempt to make a quick sale. She guided me through the various options to help me understand the many plans, and make the best decision for me personally."
Andrea Baker
Arizona