Compile a list of all employees who might want to be covered on the medical plan including the following elements:
a. Employee's name
b. Date of birth or age
c. Dependents who are to be covered under that employee (spouse/children)
d. Employee's home zip code
e. Employee's salaries (Only necessary for salary-based life/disability insurance quotes)
NOTE: Some of the above information can be retrieved from a copy of your current medical bill, if applicable. Add any new employees who have met their waiting/eligibility period and COBRA/Cal-COBRA members.
E-mail or fax over a copy of the list or census to our agency. In your fax cover sheet or message include a brief explanation of the following:
- Your company's type of business (be specific)
- Location of your company (city, state & zip)
- Company contact person
- Phone/fax number
- E-mail address
- Current medical, dental, life insurance information (You might want to send a copy of the billing statements for any insurance you may have along w/employee list)
- Explanation of what type of coverage you are interested in if known (i.e. HMO, PPO, point-of-service, office visit co-pays, out-of-pocket maximums, prescription benefits, doctor or medical group preferences)
NOTE: The above information can also be conveyed during a phone conversation with one of our agents but it's best to reiterate your desires on paper.
The rest of the work is left up to us. Turnaround time for quotes can take approximately 3 -10 days. Once all quotes have been received, we will give you a call to schedule an appointment to assist you in understanding the choices presented.
