Operations

Velasquez — Health Insurance

Maria Velasquez

OpenHealth

Client

Maria Velasquez

Household

Velasquez Household

Primary Agent

Earnest A. Pinder III

Started

Apr 27, 2026

Product Interest

Health — plan transition

Source Event

Florida Blue Health Fair · March

  1. 01Fact Finder
    →
  2. 02Suitability
    →
  3. 03Expert Recommendation
    →
  4. 04Decision
Gating

Health insurance may not require underwriting, but Fact Finder and decision documentation are still tracked.

Fact Finder

In Progress

Completed at

—

Signed at

—

Consent confirmed

No

Budget document

Not linked

Fact Finder document

Not linked

Needs summary

Open enrollment plan transition; verify subsidies + network.

Discovery payload (preview)

{}

Future phase — full structured Fact Finder form lands in Phase 6b.

Suitability has not been started for this sales process.

Expert Recommendation

Brokerage request

No brokerage request sent yet.

Recommendation

No recommendation received yet.

Recommendation Options

No recommendation options yet. Options will appear once Exclusive Brokerage / partner responds.
No decision recorded yet.