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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:

  • For cases that are current partially self-insured:
  • 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 Diversified Sales Rep or call us at 888.322.2524.

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DIVERSIFIED GROUP
BROKERAGE

Phone: 888-322-2524
Fax: 860-295-6579

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DIVERSIFIED ADMINISTRATION COPORATION

Phone: 888-322-2524
Fax: 860-295-6579

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CORPORATE MANAGED HEALTH SERVICES

Phone: 800-423-5597
Fax: 860-295-6145

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CORPORATE FITNESS & HEALTH

Phone: 800-423-5591
Fax: 860-295-1239
Send Email | CFandH.com

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