The process to quote and install a new group (company) health insurance policy.

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

The process to find a new group (company) insurance during the renewal

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).
  • Renewal package received from the current carrier
  • Benefit summary of installed medical, dental, and vision plans
  • Most recent carrier invoice
  • Claim utilization summary report
  • 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