Health Insurance Proposal Request Form

First Name: City
Last Name: State
Company: Zip
Street Address 1: Phone#:
Street Address 2: Fax#:
    E-Mail:
Group Name:      
Nature of Business:    
County: 
State:
   
Zip Code: 
Requested Effective Date:    

Do the employees contribute towards the cost of health insurance ?
Number of employees in Company:

Number of employees participating in health plan: 
Number of employees covered by another health plan:   

Does this employer sponsor more than one health plan ?  
   

Census:
     
Employee: EE & Spouse: 
EE & 1 Child: EE & Children:
Full Family:     
Location of Employees: Suffolk, Nassau, Queens NY State
  Tri-State Other
If other (please give City,
State and Zip Code of employees):
Type of Plans to be Quoted:  HMO POS   PPO INDEMNITY
Prescription Drug Card: Generic: $5 $10 $15 $20
Brand: $5 $10 $15 $20
Non-Formulary: $25  $30 $35 $50  
Deductible:   $50 $75 $100   
UCR Level:  70% 80% 90%
Office Co-payment:
Hospital Co-payment:

Current Plan:

Carrier, Copay, Deductible, Co-Insurance, Prescription Drug Card, Hospital Co-Pay

Current Rates:
Single:      EE/SP:      EE/1 Child:
EE/Children:      Full Families:   
Renewal Date:  
What is the client trying to accomplish: 
Does not like current carrier   
  Lower Cost
  Improve Doctor Network
  Improve Benefits
 
Please add any suggestions or comments which might be helpful.


Do you wish your proposal sent to you by:

 Mail     Fax     E-Mail  

                                        

 
 
 
 
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