Marketing

Our role is to help your organization find the best carrier, products and services available in the market. We review the market and complete a full analysis of the plan and rates. We conduct annual employee meetings and coordinate all of the underwriting and submission with the insurance carrier.

The attached census is a listing of all eligible employees. We will also need this census to obtain quotes along with the RFP.
>> Click here for Census Sheet (MS Excel)

To obtain insurance quotes please complete the Request for Proposal Checklist (RFP). This checklist gives us all the important information we need to get competitive quotes.
>> Click here for RFP (MS Word)