The more time an assister spends learning about a consumer's situation, the better they can ensure they are the right resource and the a consumer will receive the help they need.
Have the consumer gather this information and bring it with them to your first meeting. Emphasize that not having everything on the list may mean they will have to come back another time.
Consumers situations can vary and this section provides questions that an assister can ask in order to understand a consumer’s situation.
Assisters must ask consumers for the minimum amount of personal information that is needed to provide assistance, therefore it is recommended that these questions be used to create intake forms for the populations that assisters work with. Information about collecting personal information can be found on MNsure.org: Terms and Privacy and MNsure Privacy Warnings
Questions to Ask