Below you will find a form to complete for yourself/your referral.
Please provide as much information as possible. All of this information is kept totally confidential, so now is the time to start talking about your needs and wants, as well as your budget. When we connect, we'll be able to personalize exactly what you need.
Thank you for your trust, and I am excited to collaborate with you!
Google Reviews
Whitney is extremely knowledgeable and very helpful simplifying a very complex system into options that are good fits for your personal situation
- Kevin Lancon
Whitney Person was so fun and got with me after hours because she knew I was in a crunch. Shared so much info with me I don't feel like I was making a blind decision as I have many times in the past. Such a comfort knowing she is only a phone call away. Will be singing her phrases to whoever needs help with insurance.
- louise valdez
Very knowledgeable and patient
- Tiffany Greggs
- Gloria Criswell
Meticulous. Friendly. Helpful. Professional. Passionate. These are just a few words I can use to describe Whitney. I was previously on an incomprehensive policy given to me by a health insurance agent who did not have my best interests in mind. A friend of mine referred me to Whitney and she was able to explain the gaps that my previous health insurance had as well as the benefits of the full and comprehensive insurance plan options she offered me. She is amazing because she is passionate about helping people. Definitely a life saver for me and my family! Thank you, Whitney!
- Lady S
Whitney Person and Serenity Benefits Group helped me at just the right time! I lost my dependent coverage on my husband's policy and needed to find self-employment insurance and just assumed I had to go online through the marketplace. I discovered Whitney and her group and they saved me so much time and money! Do yourself a favor and call her first! The online marketplace makes you think you're "doing it yourself" but you're just paying some random company a commission. Shop local and get a real person to help you. Plus...she's always available to answer my questions throughout the year. She's the best. 100% recommend her!!
- Ginger Harris
Great service! I was provided with very detailed information on the plans. Whitney is very detailed, professional and informative.
-k Thomas
I deal with a lot of small businesses and I met with whitney to see what she can do to help self employed individuals. She is incredibly personable and her model of being a broker vs. a captive agent allows her to truly customize what is best for each individual person. I recommend all self employed folks give her a call!
-Alby Luciani
-Alicia Staszewski
-michael dilick
Very informative and Whitney was a BIG help. Will be recommending to friends and family.
- Jennifer L.
I did an interview with Whitney person and it was a joy, easy to understand and she is very professional, and knows her stuff. She really tries to help! Definitely five stars if I could give more I would!!!
- Angel V.
Very professional and knowledgeable about the health field.
- bob o.
Very professional and helpful.
- Robin S.
Whitney Pearson was an amazing help to my husband and I. We met her when we were in search for the best health insurance plan to fit our needs. She went above and beyond to assist us in finding the best coverage possible in a manner that was efficient, professional, and clearly communicated.
- Corinne D.
Wonderful experience with Whitney Person as she expertly guided us through the insurance selection process. Whitney is experienced and advised us on what made sense for our family. Whitney is very personable and committed to finding the best solution(s). We highly recommend Whitney for all insurance needs. She exceeded our expectations!
- Rebecca O.
Whitney solved a complex benefits challenge for me and my small business last month. I needed a great broker, quickly.
I’m an HR expert that has partnered with the gamut of brokers to support employee populations over the past 10 years. The best insurance brokers that I *enjoyed* as partners must pass one single deal breaking test:
They are experts at “translating” insurance benefits into language that everyone can understand. And they can do it quickly. Whitney is this expert.
What do I love about working with Whitney?
She speaks the language of broker, but more important the language of the rest of us humans. She carried the heavy lift of research, organized our time, meetings, and connections. It was effortless for me. Her delightful sense of humor converts boring benefits conversations to laughter.
She stayed laser focused on my goals and provided me with great options. She created customized solutions that enabled me to make educated decisions and get back to my day-to-day focused on my clients.
I trust Whitney as a benefits partner and person. If you are a small business that is tired of the brokerage house solutions and boring benefits conversations that take too much time and leave you with endless meetings and no results, Whitney is your go-to deal breaking insurance broker.
- Susan H.
I was referred by a friend of friend. My agent, Whitney provided top notch service. Was very knowledgeable about Marketplace coverage and helped me maneuver through the available health plans to find the one that best fit my needs and income. She also helped me locate an affordable dental plan. 100% satisfied.
- Linda L.
Whitney was very informative. I look forward to working with her in the future.
- Jennifer G.
Working with Whitney is always a delight. She takes the time to ensure you're educated on your selections and that you understand every are. She is thorough, patient and always a pleasure to work with. She is definitely a 5 star 🌟 insurance concierge!
- T Davis
My mom used to say you need three things in life: A good doctor, a good mechanic and a good spouse. She forgot a good insurance broker. Now I got it all.
- Basat T.
Whitney was great; she took the time to listen to what I was looking for regarding medical insurance and helped me find the best plan for me; thank you very much Whitney; you are great!
- Brenda McKee
Whitney is amazing. She listened and made great Healthcare suggestions based on our needs. When we made some sudden changes very, very last minute, she handled it with a smile and came through with exactly what we wanted. We are now insured for 2023 without all the stress we had to endure in previous years. I highly recommend taking her help and advise.
- Emilia S.
Whitney was so amazing to work with! I am young, and no one ever teaches you about healthcare stuff nowadays...so I was super grateful for the amount of time that Whitney took to not only break down basic healthcare terminology, but also to make sure that I understood the type of plan that I was signing up for. I also had no idea that you can combine healthcare plans? She walked me through the best combo-plan for my needs, and was very helpful and patient with me while I made my decision. Thank you for everything you did for me and for those at my company Whitney, we appreciate you! 😊
- Shelby A.
Whitney was so kind, knowledgeable, and helpful! I’ve already referred her to another family member.
- Kathy G.
Professional, Knowledgeable and Responsive. My Customer Service experience with Whitney was outstanding.
- James Z.
Whitney has been so helpful and is very knowledgeable with the entire process. We were lucky we connected.
- Marc M.
My first review was a misunderstanding due to miscommunication. I truly love this company due to the fact they explain and give you all of the pros and cons of Medicare supplement insurance. Very personal. This will now be my third year using them . The VP CALLED ME PERSONALLY to correct the miscommunication issue. THANK VERY MUCH.
- Rick H.
Super Helpful and Knowledgeable -They provide a excellent service!
- Rob H.
I was very happy with Whitney Persons. She took the time to see what I already have and what we could possible do to make things better for me. She did the research and got back with me. I will be using her in the future for insurance.
- Shana R.
