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To request a quote from our office, download the appropriate form below and complete. If you choose to use your own forms, please review ours to verify that your information is complete. Doing so will help reduce quoting times and excessive preliminary communication.
| Group Benefits |
| Census Sample |
sample census for multiple coverages; omit non-relevant columns |
| Claim Requests |
Each carrier has their own process. |
| Benefits RFP |
For fully insured groups |
| Self-Funded Medical |
Checklist for groups that are self-funded. Includes claims requests for dental, vision, life, and disability. |
| Payroll and HR Form |
Alternative to PEOs; this form will allow us to quote payroll and hr services; use Workers Comp form for comp quotes |
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