What should you do if the consumer indicates someone helps them with health insurance decisions?

When a consumer indicates that someone assists them with health insurance decisions, it is important to recognize that this person may have relevant insight or authority regarding the consumer's needs and choices. By inviting that individual to join the call, you facilitate a more comprehensive discussion that can ensure all parties are on the same page. This approach promotes transparency and collaboration, allowing for clear communication and addressing any questions or concerns that may arise from either party.

Engaging this individual not only respects the consumer's relationship with them but also helps in navigating the complexities of health insurance options, ensuring that any decisions made are well-informed and considerate of the consumer's preferences and circumstances. Involving the other person can lead to a more satisfactory outcome for the consumer and help maintain compliance with ethical standards by ensuring that all relevant information and perspectives are considered in the decision-making process.