Research-informed guided intake

Guided Coverage Interview that asks the next relevant question.

A premium interview flow for real users: answer what you know, skip what you do not know, see your progress, learn why each answer matters, and finish with a broker-ready coverage summary.

Not NY State of Health or the governmentOfficial eligibility decisions requiredAI organizes; licensed broker reviewsNo guarantee of approval or better plan

Guided Coverage Interview

Use this when the user needs a fuller path than a quick question. It is designed for Medicaid, Essential Plan, Child Health Plus, QHP, NYC Care, current-plan comparison, employer/COBRA, Medicare routing, small business, and mixed-household paths.

Main reason County or borough Tax household and who needs coverage Estimated household income range Current coverage status Employer/COBRA offer Current plan details Doctors, hospitals, prescriptions Deadline or notice date Contact method

Describe the situation 2500 characters remaining

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Question logic sources

The flow uses official program concepts: household, expected income, county, renewal/deadline, current coverage, employer/COBRA, children under 19, NYC Care routing, doctors/prescriptions, and plan costs.

Guided-intake lesson adapted

CoveredNYC now tracks required answers, progress, missing critical information, likely paths, review flags, and safe next steps before release.

Compliance guardrail

The flow identifies likely paths to check. It does not decide official eligibility, guarantee a superior plan, or provide final plan advice without licensed/certified broker review.

Privacy note: Keep medical history, Social Security numbers, immigration document numbers, and full medical records out of the first intake unless a qualified professional specifically requests them. A policy/SBC, premium bill, renewal notice, and basic household/income facts are usually enough to start.