Customer Yearly Updates

Nelson and Associates Insurance would like to thank you for your continued business.

As part of our continued relationship and our efforts to provide quality service to our customers, we ask that you complete the Customer Yearly Update survey so that we may assist you in keeping you and your family healthy. This 10-question survey addresses any current changes in your household that may affect your monthly health premiums, increase or decrease the amount you receive as a subsidy towards healthcare plans, as well as new opportunities that may be available to you and your family. 

We appreciate your assistance and response, and we look forward to continuing our service to you!

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* 1. Name 

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* 2. Current Health Insurance Carrier

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* 3. Did you have a change in your annual household income for 2022? Is your annual household income different on your 2022 tax return than it was on your 2021 tax return?

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* 4. If you answered YES to question #3, it is advised that you contact our office to make changes to your Marketplace application for 2023. Doing this may decrease OR increase your current monthly premium. Would you like one of our licensed agents to contact you to assist with updating your application?

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* 5. If you answered "yes" to question #4, please provide your best contact information so that we can reach out and assist you.

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* 6. Are you interested in other products we offer? If yes, please select the products from the drop down list and one of our agents will contact you.

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* 7. How satisfied are you with your current plan with Florida Blue?

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* 8. Please tell us what makes you satisfied or dissatisfied with your current plan.

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* 9. Please rate the customer service satisfaction of your agent by clicking the number of stars. 5 being the best.

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* 10. Who is your personal insurance agent at Nelson and Associates Insurance?

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