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Requirements for Obtaining a Quote

Every employer is unique and their health insurance needs may vary. Below you find guidelines for the items that are necessary to obtain a quote from Diversified Group. Please follow the items from the list that best fits the needs of your client. If you would like to discuss the needs of your client, please contact us.

For cases that are current partially self-insured:

  • Name, location, nature of business and effective date of quote
  • Census in Excel, including: DOB, employee/dependent status, male/female, zip codes
  • Claims experience for at least the past 12 months - including shock claim (large claim) information
  • Current and proposed plan designs
  • Current rates and aggregate factors
  • Name of current stop loss carrier, PPO(s) and administrator

For cases that are currently fully-insured:

  • Name, location, nature of business and effective date of quote
  • Census in Excel, including: DOB, employee/dependent status, male/female, zip codes
  • Claims experience - if available
  • Shock claim (large claim) information - if available
  • Current and proposed plan designs
  • Current rates and renewal rates - if available
  • Current fully insured carrier

For alternative coverages, such as voluntary life or individual products:

  • Name, location, nature of business and effective date of quote
  • Census in Excel, including: DOB, male/female
  • Occupations
  • Salaries
  • 401k contributions

If you have any questions, or need help, contact a This email address is being protected from spambots. You need JavaScript enabled to view it. or call us at 888.322.2524.

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