Thanks for Reaching Out!
Group health quotes require detailed employee information. Having this ready will help us find the best options for your team.
Business Information
- Legal business name
- Business address
- Federal Tax ID / EIN
- Type of business entity (LLC, corporation, etc.)
- Industry / nature of business
- Years in business
Basic company info helps carriers understand your business and eligibility.
Employee Count & Eligibility
- Total number of full-time employees
- Definition of full-time for your company (hours per week)
- Number of employees expected to enroll
- Number of employees expected to waive coverage
- Reason for waiver (spouse's plan, Medicare, Medicaid, etc.)
Most carriers require 70-80% participation among eligible employees. We'll help you understand what this means for your group.
Employee Census - Enrolling Members
- Full legal name
- Date of birth
- Gender
- Home zip code
- Relationship (employee, spouse, child)
- Tobacco use status (for some carriers)
We need this information for EACH employee AND dependent who will be enrolling in the plan.
Employee Census - Waiving Members
- Full legal name
- Date of birth
- Gender
- Home zip code
- Reason for waiving (other group coverage, Medicare, Medicaid, individual plan, etc.)
Even employees waiving coverage need to be listed to meet participation requirements.
Plan Preferences
- Desired effective date
- Monthly budget per employee (if known)
- Employer contribution strategy (percentage vs. fixed dollar)
- Preferred deductible range
- Network preferences (specific doctors/hospitals to include)
Let us know what you're looking for so we can find plans that fit your budget and needs.
Additional Coverage Options
- Dental coverage - interested? (yes/no/maybe)
- Vision coverage - interested? (yes/no/maybe)
- Life insurance - interested? (yes/no/maybe)
- Short-term disability - interested? (yes/no/maybe)
- Long-term disability - interested? (yes/no/maybe)
Enrollment & Waiting Periods
- Waiting period for new employees (first of month, 30 days, 60 days, 90 days)
- Open enrollment period preferences
- Current carrier and plan (if renewing or switching)
- Current renewal date (if applicable)
These details help us match you with carriers that fit your HR processes.
For Self-Funded or Level-Funded Groups
Larger groups or those considering self-funded arrangements may need additional information:
- Medical history questionnaire for each member
- List of current medications
- Ongoing medical conditions or treatments
- Recent hospitalizations or surgeries
- Expected large claims (pregnancies, planned surgeries)
- Prior claims experience (if available from current carrier)
We'll let you know if this applies to your group based on size and funding preference.
What Happens Next
- 1We'll call to gather your employee census and preferences
- 2We submit your census to multiple carriers for quotes
- 3We compare plans and present your best options
- 4You choose the plan that fits your budget and employee needs
- 5We help with enrollment and ongoing support
Questions before we call?