Please complete as much of the following information as possible. Be sure to list a valid e-mail address and phone number so we can contact you if we have any questions.
Contact Information
First Name:
Last Name:
Phone:
Fax:
Email:
I'm interested in the following group plans (Check all that apply):
Medical
Dental
Vision
Long-term Disability
Short-term Disability
Life/AD&D
School Information
School Name:
Address:
City:
State:
CA
AK
AL
AR
AZ
CA
CO
CT
DC
DE
FL
GA
HI
IA
ID
IL
IN
KS
KY
LA
MA
MD
ME
MI
MN
MO
MS
MT
NC
ND
NE
NH
NJ
NM
NV
NY
OH
OK
OR
PA
RI
SC
SD
TN
TX
UT
VA
VT
WA
WI
WV
WY
Zip:
URL:
Eligible Participants:
Number Participating:
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
School contributions:
Employee:
0
5
10
15
20
25
30
35
40
45
50
55
60
65
70
75
80
85
90
95
100
%
Dependent:
0
5
10
15
20
25
30
35
40
45
50
55
60
65
70
75
80
85
90
95
100
%
Census Information
Or, to upload a census file, click browse and find file:
Medical Insurance Information
I'm interested in a quote for (Check all that apply):
HMO
PPO
POS
Do you have current group coverage?
Yes
No
Renewal date for current coverage (mm/dd/yyyy):
Current plan(s) in force(Check all that apply):
HMO
PPO
POS
Current carrier(s):
Medical Questions
To the best of your knowledge:
Are any participants or dependents pregnant?
Yes
No
Has anyone been confined to a hospital in the past 24 months?
Yes
No
Are any participants currently disabled?
Yes
No
Has anyone incurred $2,500 or more in medical expenses
in the past 12 months?
Yes
No
Is anyone receiving treatment or has been treated for cancer, stroke,
heart, kidney, or a circulatory disorder?
Yes
No
Does any one take any prescription drugs at this time ?
Yes
No
Dental Insurance Information
I'm interested in a quote for (Check all that apply):
DHMO
DPPO
Indemnity
Do you have current group coverage?
Yes
No
Renewal date for current coverage (mm/dd/yyyy):
Current plan(s) in force(Check all that apply):
DHMO
DPPO
Indemnity
Current carrier(s):
Vision Insurance Information
Do you have current group coverage?
Yes
No
Renewal date for current coverage (mm/dd/yyyy):
Current carrier:
Long-term Disability Insurance Information
Do you have current group coverage?
Yes
No
Renewal date for current coverage:
Elimination Period (in days):
60
90
Other
Monthly Benefit:
% to $
Benefit Period:
24 Months
Age 65
Other
Short-term Disability Insurance Information
Do you have current group coverage?
Yes
No
Renewal date for current coverage:
Elimination Period (in days):
7
14
Other
Weekly Benefit:
% to $
Benefit Period:
Weeks
Basic Life and Accidental Death & Dismemberment (AD&D) Insurance Information
Do you have current group coverage?
Yes
No
Renewal date for current coverage:
Death Benefit:
Flat amount $
Times annual salary (1x, 2x, etc.)
Comments or Questions:
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