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Group Insurance Quote
Submitting Agent Name (If applicable):
Company Information
Company Name:
Address:
City:
State:
Zip:
Phone #:
Fax:
Contact Person:
Email Address:
Company Structure
Nature of Business:
Business Org. Type:
LLC
S-Corp
C-Corp
Partnership
Sole-Prop.
SIC Code:
Months in Business
Full time EE's
Part time EE's
(If in business less then 6 months, then the group will not be guarantee issue)
Company Current Plan
Commission EE's
1099 EE's
Out of State EE's?
Yes
No
Where?
Rate Change Pending?
Anniversary
Current Rates:
EE's
DEP
(Can be obtained from most recent bill)
COBRA EE's?
Ending Dates COBRA
# of Pregnancies: (How Many? When Due?)
Known Health Conditions?
(Duration, Medication, Type, Dosage, Diagnosis, Prognosis)
Current Carrier?
# Years w/ Current Carrier?
What do you like about your current plan?
What do you dislike about your current plan?
How would you like to receive the quote?
by e-mail
by fax
by mail