Following documents are needed to get a quote
- You need to submit a census with all employees (full-time, part-time, and part-time equivalent).
- Groups with 50 plus employees may require health survey filled out by all employees
Following documents are needed to Install/Start a new group plan
- Select a plan or plans and provide a list of employees interested in joining the group plan. Most of the carriers require enrollment form each employee.
- A signed waiver form from all the employees waiving the group coverage.
- Completed Group Enrollment form
- Most recent quarterly state and wage report
- Some carriers also ask for most recent payroll report
- First month’s insurance premium