*Quote Type:

"Standard quote" (24-hour turnaround) — This is a shelf quote for groups that do not require underwriting pre-approval.

"Nonstandard or groups of 500+ quote" (3-5 business day turnaround) — Cases that require underwriting pre-approval.

group information









hours full-time

STD Eligible Classes


PLANS REQUESTED (Subject to state requirements)
class 1








class 2











Additional items needed for quoting on groups with 500+ eligible employees:
  • Census: gender, DOB, occupation, date-of-hire, class indicator, salary, work location (zip or state) (For takeover, include enrolled employee indicator or most recent copy of prior carrier’s bill.)
  • Historical turnover information and lives history
  • Enrollment strategy
  • Inforce plan design (booklet/contract or summary plan design) (For takeover only)
  • Paid premiums and paid claims for the past 3 years, broken out by month (preferable) or year
  • Current eligibility and inforce rates (For takeover only)
  • Rate, plan and lives history (For takeover only)
  • Effective date of coverage with current carrier
takeover



An agent will contact you.

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