How It Works

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6 Minutes to Save Big On Your Most Important Insurances and Stay Organized Like Never Before

Optavise Is A Full-Service Insurance System That Provides Guided, Step-by-Step
Coordination For Your Insurance Suitability, Cost Efficiency, and Ongoing Support


Identify your Current Coverage Situation


Choose Your Objective


Learn from the Education Tools that Work Best For You


Click Through Guided Questions to Formulate Your Personalized Marketplace


Compare the Best Prices in the Marketplace for Your Policy


Easily Apply Directly Through Our Site
(On Your own or with Guidance from a Counselor)

  • Confirmation of Application Submission to Your Chosen Insurance Company
  • Welcome to Optavise Introduction and Benefits Package
  • Registration of Your Online Policy Organization and Management System
All Optavise Insurance Clients Receive Lifetime Policyholder Services Such As:
  • Lifetime Claims Support
  • Annual Rate Shopping Report on Your Policy Anniversary Date
  • Counselor Check-Ins Tailored to the Frequency of Your Choosing
  • Part D Prescription Assistance Each October
  • 24 Hour Call-Back Guarantee
  • Online Policy Storage and Organization System
  • And More!
Engineered for your convenience and cost efficiency

Optavise offers the following powerful features:

Best Price

Entire Marketplace of Policy Options to Easily Identify Best Price


Ready-to-Help Personal Counselors for Guidance and Expert Advice


The Most User-Friendly Education Tools to Learn & Understand Your Options


Ongoing Client Service and Policy Management System

Approval Convenience

Easily determine your health eligibility with the top carriers

Savings. Convenience. Peace of Mind.

Client Testimonials

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