After we
review your intake, the next step in receiving a quote will be completing an
employee census.
A census
template is provided here: DOWNLOAD CENSUS FORM
Once the
census is received, we can prepare plan pricing.
If currently offering benefits – In addition to your employee census, please provide current plan details by uploading the following documents if available: SBCs/Benefit summaries, Benefit guide, Carrier renewal, Current carrier invoice(s), Claims data.
Submitting
this form does not change your current broker or enroll you in any program. It
simply allows us to share information and determine whether the association
plan may be a fit.