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Date   ( * = required field)
 
Broker Information
Name *
Address (line 1)   Phone Number *
(address line 2)   E-Mail address
 
Group/Case Information
Entity Name*
Address (line 1)   Number of Locations
(address line 2)   Nature of Business
Group Contact   Decision Maker
Title   Title
E-Mail Address   Phone Number
Eligible vs. Total Employees   Full-Time   Part-Time   1099
How are Eligible
Employees Determined
Average Eligible Income   Contribution % or $
Waiting Period for Eligibility 30 Days   60 Days   90 Days   Other
Other Coverage Currently in Place   If Yes, what type
Target Pricing
Voluntary, Explain
Participant Requirements
Requested Coverage *   Limited Medical   Dental   Vision   Short Term Disability
  Major Medical   Long Term Disability   Life Insurance
  Critical Illness   Preferred Catastrophic (High Deductible)
Other
Open Enrollment Dates   Coverage Effective Date
Comments

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