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As part of our service to you, we strive to accurately evaluate
prospective accounts and provide you with quick turnaround on
your requests’ for proposal. When you submit a prospect
to be quoted, the more information you can provide us, the more
accurate our quote will be. Electronic census submission will
also speed up the underwriting process. Whether you are looking
for a quote for a virgin group, a full replacement quote or a
slice quote, the required information remains pretty much the
same:
- Current and proposed plan design
- Census on all eligible employees, with participating employees
indicated
- Zip codes should be included if the employees reside
in more than one location in the state
- Include dependent status (i.e., employee only, family
coverage, etc.)
- Current and proposed contribution strategy
- Current and renewal rates by existing carrier
- Two years of claim experience (if available on accounts
with over 50 eligible employees)
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