Individuals
Clients reviewing health insurance options based on their needs, eligibility, and life situation.
Help clients explore health insurance through P&G Services.
Conecta users can introduce clients to P&G Services for health insurance, employee benefits, Medicare, and life insurance guidance while your office stays focused on tax, accounting, payroll, and client relationships. P&G Services handles the coverage review, options, quoting, enrollment guidance, and next steps.
- Individual health insurance
- Family coverage
- Self-employed & contractors
- Major medical options
- Medicare guidance
- Life & supplemental benefits
Ready to help clients with health insurance without being licensed?
Health insurance support for the clients your office already serves
P&G Services helps individuals, families, self-employed professionals, independent contractors, and businesses explore health insurance and benefit options with consultative guidance. For Conecta users, P&G Services is especially relevant when clients ask about coverage during tax season or year-round planning — and you want a partner to handle the insurance side.
Families
Households comparing coverage options and trying to understand plan choices for spouses and dependents.
Self-employed professionals
Clients who do not have traditional employer coverage and need guidance on individual or marketplace options.
Independent contractors
1099 workers and gig-economy clients who may need coverage outside an employer plan.
Business owners with staff
Employers exploring employee benefits, group coverage options, or supplemental benefit packages for their team.
Medicare-eligible clients
Individuals aging into Medicare or employers with Medicare-eligible employees who need guidance on related options.
Clients asking during tax appointments
Tax, accounting, payroll, and bookkeeping clients who already trust your office and want an introduction path for health insurance questions.
Life and supplemental needs
Clients reviewing life insurance, dental, vision, accident, disability, or other supplemental coverage alongside health insurance.
About P&G Services
P&G Services helps clients understand health insurance and benefit options without cutting care. They support individuals, families, self-employed professionals, independent contractors, and businesses with consultative guidance on coverage review, quoting, enrollment, and next steps.
Insurance services are provided by P&G Services, not by Conecta. Your office stays the trusted relationship source while P&G Services handles the insurance conversation.
Coverage areas you can introduce through P&G Services
Your office stays the relationship source. P&G Services handles insurance review, quoting, enrollment guidance, and next steps.
Use the categories below as a quick reference when a client asks what you can help them with — then introduce them to P&G Services for the coverage conversation.
Individual & family health insurance
Coverage guidance for individuals and families reviewing health insurance based on their needs and eligibility.
- Individual Health Insurance
- Family Health Insurance
- Marketplace / ACA plan guidance
- Private major medical options
- Short-term coverage options
Self-employed & contractor coverage
Health insurance guidance for clients without traditional employer coverage.
- Self-Employed Coverage
- Independent Contractor Coverage
- Marketplace enrollment support
- Private plan comparisons
Major medical & employer benefits
Guidance around major medical insurance and benefit options for businesses and their teams.
- Major Medical Insurance
- Employee Benefits
- Group coverage review
- Benefit package planning
Dental, vision & supplemental
Supplemental coverage options that can round out a personal, family, or employee benefit package.
- Dental Plans
- Vision Plans
- Accident Coverage
- Disability Coverage
- Critical Illness
- Ancillary Benefits
Medicare guidance
Support for eligible individuals and employers with Medicare-eligible employees.
- Medicare Advantage guidance
- Medicare Supplement guidance
- Employer Medicare questions
- Eligibility review support
Life insurance solutions
Life insurance options for clients reviewing family, personal, or business protection needs.
- Term Life Insurance
- Whole Life Insurance
- Universal Life Insurance
- Personal protection reviews
Most common introduction opportunities for Conecta users
These are practical moments when a client conversation can turn into a P&G Services introduction — without your office becoming the insurance agency.
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Open enrollment season
A client asks about health plan choices during tax season or year-end planning and needs help comparing options.
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New self-employed client
A newly self-employed or 1099 client no longer has employer coverage and needs individual or marketplace guidance.
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Job change or lost coverage
A client is between jobs, lost employer coverage, or is reviewing options after a life transition.
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Turning 65 / Medicare questions
A client or employee is aging into Medicare and needs help understanding Advantage, Supplement, or related options.
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Family changes
Marriage, a new baby, divorce, or adding dependents triggers a need to revisit family coverage.
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Business hiring employees
A payroll or bookkeeping client hires staff and may need employee benefit or group coverage guidance.
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Supplemental benefit questions
A client asks about dental, vision, accident, disability, or other add-on coverage beyond basic health insurance.
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Life insurance review
A family or business owner client wants to review term, whole, or universal life protection options.
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Short-term coverage gap
A client needs temporary coverage while waiting for employer benefits, marketplace enrollment, or another plan to start.
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Renewal or plan confusion
A client gets a renewal notice, premium change, or plan letter and wants help understanding what changed and what options exist.
More than a one-time quote
P&G Services is built for ongoing client support — not just an initial conversation. That can help your office offer more value while P&G Services handles coverage review, enrollment guidance, and follow-up on the insurance side.
Coverage review
Help clients understand plan options based on their situation and eligibility.
Enrollment guidance
Support through quoting, enrollment steps, and next actions.
Plan comparisons
Side-by-side review when clients are deciding between coverage paths.
Medicare support
Guidance for Medicare-eligible individuals and related employer questions.
Life insurance review
Options for term, whole, and universal life protection needs.
Supplemental benefits
Dental, vision, accident, disability, and ancillary coverage guidance.
Family coverage updates
Help when dependents, household size, or family needs change.
Business benefit guidance
Support for employers reviewing team coverage or benefit packages.
Direct contact support
Clients and referring offices can reach P&G Services by phone.
What this unlocks for your practice
- Help clients with health insurance and benefit questions through a trusted partner.
- Offer more value to individuals, families, self-employed clients, and business owners.
- Support employer clients who need benefit guidance for their teams.
- Stay focused on your core business while P&G Services handles the insurance process.
How the partnership works
- Step 1: Identify clients who need health insurance, benefits, Medicare, or life insurance guidance.
- Step 2: Introduce the client to P&G Services.
- Step 3: Their team reviews the client's needs and explains available options.
- Step 4: The partner handles the coverage conversation and next steps.
Contact
Speak With P&G Services
For health insurance and benefit questions, you can contact P&G Services directly.
Conecta may introduce visitors to P&G Services as a trusted partner. Plan details, availability, eligibility, pricing, enrollment, and insurance services are handled by P&G Services.
Alex Pare
603-305-5989
Helen Grondin
603-305-8493
Ready to help clients with health insurance without being licensed?