Services
Are you ready for a different insurance experience? Portalis helps employers and individuals find their best insurance options. We make insurance easy. Let’s work together!
Group Benefits
Offering health coverage is a major decision for your business. When looking for a plan that fits the needs of your business and employees, we offer innovative ways to offer quality coverage at affordable prices. We will answer any questions you may have about your group coverage and are here to assist your employees as well. We will serve as the intermediary between you as a business owner and the insurance carriers. The pricing is the same whether you go directly to the health insurance carrier or work with us. Why not let us do all the work so you don’t have to!
Individual and Family Health
Anyone not receiving health insurance benefits from an employer may first look at government marketplaces. But what you may not realize is that a state exchange or the federal marketplace is not the only option for buying a healthcare plan. There may be extra benefits to looking at health insurance plans away from the government exchanges or healthcare marketplace. We can help you compare all the options through the marketplace and directly with the health insurance carriers. Let us help you find the plan that is right for you.
Medicare
Are you turning 65 and not sure what you need to do about Medicare? Are you on social security disability and you now qualify for Medicare? Are you going to continue to work beyond age 65 and not sure if you need to do anything? Have you been receiving Medicare benefits for several years now and not sure if you are in the right plan for your situation? Are you not sure if you should choose a Medicare Supplement (Medigap Plan) or Medicare Advantage Plan (Part C Plan)? Do you need a Part D Plan (Prescription Drug Plan)? If you are in any of these situations, you have come to the right place. Reach out to us and we can help you navigate through the uncharted waters of Medicare.
Allison W.
“I am so grateful to have found Kristen – her expertise and help when I needed new health insurance was invaluable! I would have never been able to navigate the very complicated health insurance system without her expert guidance. She was super responsive and communicated so clearly, and walked me through so many details. She helped me figure out what was even important to me and what kind of insurance would fit my lifestyle and needs, so that I could make an informed decision. She made the whole process easy, and it gave me such comfort and relief to know I was in good hands. I am so happy with the outcome, and could not have done it without Kristen!”
Life Insurance
Not sure if you need life insurance. Maybe you’ve decided you need life insurance, but you are not sure how much or what kind. We understand how it can be hard to imagine a time when you're not around to help provide for your loved ones or keep a business running if you are not there. We can help you evaluate how much life insurance and what kind of life insurance is best for your needs.
Long Term Care
What does living life on your own terms mean to you? No matter what you have in mind, putting a long-term care plan in place is a good first step. This may involve non-skilled personal care assistance, such as helping perform basic activities of daily living (ADL’s). We’ll help you find the right solution for YOUR long-term care plan.
Disability Insurance
Disabled? Me? Never! If you have people who depend on you financially, college tuition to cover, mortgage payments to make, you should consider disability income insurance. Disability insurance can help you protect your income should you become too sick or hurt to work.
Travel Insurance
From family vacations to business trips, travel insurance gives people the peace of mind that they are protected from unforeseen circumstances. Travel insurance coverage over the years has been adapted to pay for the costs of canceled flights, hospital treatments and dozens of other unexpected costs.
Dental + Vision
Protect your smile, oral health, vision and hearing. Regularly scheduled checkups for your teeth, eyes and ears can be beneficial to you financially and your overall health. As we age, adults tend to get more expensive procedures on our teeth, eyes, and ears. We make it easy to find an affordable plan.
Advisory Services
Portalis is here to help business owners and individuals with reviews of their current coverages. We will review existing Medicare plans, health plans, life insurance policies, long term care policies, disability policies, annuity plans to ensure you have adequate coverage.