"Carly Jean is efficient, reliable, thorough, attentive, responsive, and effective in her dealings with insurers. I had spoken to two other health insurance brokers before contacting her, and I was immediately struck by her superior service -- she was professional but approachable, quick to understand my particular priorities, extremely well-organized in the materials she presented me, and always available to answer questions and and offer assistance. That has not changed during the years I have been her client, and I appreciate her commitment to making insurance work in the simplest and smoothest way possible for me. It is a genuine pleasure to work with her."

   - Nan Wishner, Berkeley, CA

"There are very few competent agents around who will take the time to educate and work with clients shopping for individual health policies, especially high-deductible (low premium, low commission) policies. Carly Jean is one of them. In particular, she is well-informed about policies compatible with Medical Savings Accounts (MSAs); these programs sometimes enable individuals to pay for much of their health insurance with their income tax savings!"

   - Robert J. Cohen, financial counselor, founder/director of The STIR Project.

"Carly Jean is that very rare professional who knows the insurance market, represents the highest quality providers, and spends the time to insure that a client's coverage is secure, appropriate, and competitively priced. She operates at the highest ethical level, and is an interesting, delightful person as well. She has made dealing with our family's insurance-related issues a pleasure."

   - Jay Heifetz Principal, Heifetz Communications, Los Angeles

"She talks a bit, but she's all right."

   - bruce linde, 5 happiness webmaster

© Copyright CJB Consulting. All rights reserved.