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For Brokers
Quoting and Selling Forms

The following forms are to be completed as applicable to request rates from Lovelace’s Underwriting Department as well as finalize the sale with the LHP Commercial Sales Department.

Requesting a Quote

Request for Proposal Form PDF Request for Proposal Form - 1006

Census Excel Census (in Excel for data entry)

Census PDF Census (PDF - print and complete)

LMAF Eng PDF LMAF (Lovelace Medical Assessment Form) - English

LMAF Span PDF LMAF (Lovelace Medical Assessment Form) - Spanish

UMAF Eng PDF UMAF (Universal/Uniform Medical Assessment Form) - English

Closing the Sale

New Group Implementation Checklist  PDF New Group Implementation Checklist

Group Information Form PDF Group Information Form

Proof of Dependancy  PDF Proof of Dependency

Waiver of Insurance Coverage Form PDF Waiver of Insurance Coverage Form

Note: You may use your own forms as long as they contain all information requested in the Lovelace forms.

For your reference the Lovelace Underwriting Guidelines are provided also.

Underwriting Guidelines  PDF Underwriting Guidelines

SCI (State Coverage Insurance) Program Information:

  • The Request for Proposal form includes an area to denote if the employer group plans to offer the SCI program; please indicate on the form if applicable.
  • The census for submitted should indicate person(s) who will enrolling in SCI.
  • If you have additional questions, please visit the SCI area of our website or contact your Lovelace Sales Representative.

 

 
 

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