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INFORMATION REQUEST FORM FOR BROKERS

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Agent name

Agency name

Phone #

E-Mail

Address

Address 2

City

State

Zip

BROKER INFO
Are you in the group benefits, worksite benefits, P&C business or all of the above?


Do you currently sell limited medical plans?
No Yes If yes, with which carriers?

What is the average size of your current or prospective accounts?

What, if any, additional products and services are you interested in? (check all that apply)

PRODUCTS
Term and Permanent Life Insurance
Critical Illness
Disability

Indemnity Dental

SERVICES
Communication & Enrollment
Consolidated Billing
Self funded Plan administration
Section 125 Plan (Cafeteria) administration

AVAILABLE FORMS
Please select the forms that you would like.

Master Application
Employee Application
New Business Transmittal
Claim Form
Change Form
Termination Form

COMMENTS / QUESTIONS

 
 
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