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Do I need a lawyer to appeal a health insurance denial?

No. The internal appeal and the independent external review are member processes designed to be used without a lawyer, and most successful appeals are won on documentation and the plan's own criteria. A lawyer matters when appeals are exhausted and a lawsuit is the next step, when the amount is large, or when the plan is ignoring the process.

Last reviewed Sep 11, 2026 · General information, not legal or medical advice · Apellica is not a law firm

What to do, in order

  1. Step 1

    Use the process the law already gives you

    The plan must give you a full and fair review, the documents relied on, and a decision within fixed timeframes. None of that requires counsel.

  2. Step 2

    Build the record now, even if you may sue later

    In an ERISA lawsuit the court often reviews only the administrative record. Everything you want a judge to see has to go into the appeal.

  3. Step 3

    Decide on help by the job, not the title

    An appeal-preparation service assembles and files the appeal with citations. A lawyer litigates. A state Consumer Assistance Program explains rights and takes complaints.

  4. Step 4

    Ask a lawyer at the right moment

    After the final internal denial and any external review, if the claim is worth the cost of litigation. Many ERISA lawyers offer a free first consultation.

The deadline that applies

The appeal deadlines are the same with or without a lawyer: at least 180 days to file internally on employer and ACA plans (29 CFR 2560.503-1; 45 CFR 147.136). Litigation deadlines come from the plan document or state law and are separate.

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Documents to gather

  • The denial letter or Explanation of Benefits, every page
  • Your insurance card and the plan's summary of benefits or Summary Plan Description
  • The clinical notes and test results that support the service
  • A letter of medical necessity from the treating clinician, written to the plan's criteria
  • The plan's written appeal procedure and, for employer plans, the Summary Plan Description

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Related questions

Is Apellica a law firm?

No. Apellica prepares and files appeals as an administrative service. It does not give legal advice and refers matters that need a lawyer.

Can I skip the internal appeal and sue?

Generally no. Courts require you to exhaust the plan's appeal process first, unless the plan failed to follow its own procedures (29 CFR 2560.503-1(l)).

What does 'deemed exhaustion' mean?

If the plan does not follow the claims-procedure rules, you may be treated as having exhausted the appeals and go straight to court or external review. The failure has to be more than minor.

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