Process

How Moving Mountains works.

A clean four-step flow from curiosity to covered — designed around respect for your time.

Step 01
Tell us about you
Share a few details — either through our short form or a conversation with Jarvis, our AI concierge. No pressure, no cold calls.
Takes about 3 minutes
Step 02
Jarvis pre-qualifies
Jarvis understands your goals and organizes the information a licensed advisor needs — so your first real conversation isn't a discovery call.
We do not sell your data
Step 03
Advisor review
A licensed Moving Mountains advisor reviews the fit. Jeremy and Brent personally vet every case before any recommendation is shared.
No pressure tactics — ever
Step 04
Personalized recommendation
You book a call and receive a side-by-side explanation of what we recommend and why. You decide. No surprises, no commitments.
Approval and rates set by carrier underwriting

Ready when you are

This experience is powered by advanced AI technology. A licensed human advisor reviews every case before any recommendation is made.