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.
