Individual and Family Health Plans

Get a customized health plan that fits your unique needs.

Protect Yourself and Your Family

Guard Your Wallet

Feel Peaceful and Secure

Complex Made Easy

The world of individual and family health plans is complex, confusing, and even inaccessible for those new to the process. And the risk is large, leaving you or your loved ones vulnerable and unable to access care if you don’t get the right plan.

We believe everyone deserves to leave the chaos of health insurance selection behind. That’s why, for 15 years, we’ve worked alongside our clients, balancing their health needs with their budgets to find plans that really deliver.

The Perfect Health Plan, Delivered to You

Your time is precious! You don’t have any to waste on hunting for a health plan, only for it to not end up giving you what you need. We’ll do the legwork to deliver you your ideal plan.

Freedom from Stress

 

Navigating individual or family insurance options is a real challenge. We’ll help you find the plan that gives you the care you need, without all the options you don’t.

Unique, Customized Plans

No matter what your family’s unique needs are, we’ll help you choose the plan that gives you high-quality coverage for anything that might come your way.

Balanced Budget and Care

Finding a plan can feel like choosing between your physical and financial well-being. We’ll help you find a plan that meets your budget and health care needs.

Real Reviews, Real Results.

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Bill A profile picture
Bill A
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Tate is extremely helpful and not just trying to make a sale, he is genuinely trying to help people get the best plan for their needs. It’s hard to find a broker that actually cares about their clients, but vertex health is the place to go for coverage!
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Brandy P profile picture
Brandy P
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I cannot recommend AdriAnn enough! In October or so late year, I reached out to a different Medicare specialist that was recommended to me by a couple friends to help my mom and I navigate getting her RX drug coverage she desperately needed to cover insulin she needs for diabetes. I am very new to taking care of these things and my mom is very quiet and hard to get decisions out of, so I knew it would be a challenge, but this person assured us she could help, and then communication slowed and she finally ghosted us. By the time she quit communicating completely, we were out of open enrollment, and it felt hopeless. I am truly grateful for BNI and the connections there that brought me to AdriAnn. She listened to me cry about my situation, told me she would do everything she could to help us, and got to work. When the first option did not work, she did not give up and came back with another. I am proud, grateful and so happy to say my mom now has the prescription coverage she needs to be able to afford her medicine and pay her bills. Through all of it, AdriAnn was patient, kind, responsive and prompt. I am truly grateful to her and I would absolutely, emphatically recommend her to anyone looking to navigate the crazy and confusing world of Medicare.
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Matteo A profile picture
Matteo A
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Iv met with Tate many times and I have always learned something new about health insurance. Not only is he extremely knowledgeable in his field but he truly cares and is very honest, which is exactly what you need in a health insurance broker. Highly recommend Tate!
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Jeremy H profile picture
Jeremy H
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Tate is outstanding! You will get the best deal and best value! For those affected by government actions or inactions, you’re going to want to talk to Tate. He’ll explain everything simply and get you the best coverage!
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Reaching R profile picture
Reaching R
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Tate is the best in the business. He knows his stuff and is a straight-talker. You want Tate as your health insurance advisor and broker.
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Ken S profile picture
Ken S
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What I love about working with Tate is the varying range of options and choices he was able to provide.
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Jasmine L profile picture
Jasmine L
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Tate Stephens is so knowledgeable and can truly find you great health insurance that meets your budget, and actually covers your needs. Highly recommend.
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Alan P profile picture
Alan P
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Tate has done a fantastic job of finding a great policy for my family. His communication is outstanding and is a true pleasure to work with
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Ariel C profile picture
Ariel C
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Tate is caring and takes time to pick the best plan for you!
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Brittany T profile picture
Brittany T
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Tate is incredible to work with. He is not only a great resource for all things insurance but truly cares about getting his people the best coverage possible. I can’t recommend him enough!

Be Prepared

We’ll look at your unique situation from all angles so you can face the future confidently, knowing you have the best Individual and family health plans possible to protect yourself and your family.

Prevent Gaps in Coverage

Most health plans are so complicated that it can be hard to understand the coverage you do have and the places you’re on your own. We’ll make sure you understand what’s in your plan so you are fully covered and taking full advantage of what’s available to you.

Feel Confident in the Future

You deserve a plan that will protect your family no matter what circumstances come your way. We’ll help you navigate medical, dental, vision, short-term, accident, and critical illness plans to put together your perfect package.

Stay with the Providers You Like

Whether it’s the dentist your family has been going to for years or the pediatrician that is the perfect match for your child, you should be able to stay with the providers you know and respect. We’ll keep you where you want to be.

The Knowledge You Need

Whether it’s a deductible or coinsurance, copays or out-of-network options, we’re right there with you to navigate the lingo and ensure you understand exactly what you’re buying.