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Group Health Proposal Request
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Agent Information
First Name*
Last Name*
Phone*
(
)
-
Email*
Address
City
State
Zip
Your INA Employee Benefit Specialist (if known)
*Required Information
Client Information
Client Name (person or company)
Total Number of Employees
Requested Effective Date
Number of Employees Enrolling
City
State
Zip
County
Nature of Business or SIC Code
Medical Quote
Options you would like to see for this client. Check all option that apply.
Health Saving Account
Health Reimbursement Arrangement
Partially Self-Funded Plan
Gap Plan
Traditional Fully-Insured
Proposed Benefits:
Requested Quotes
Employer Contribution
Medical Deductible
Coinsurance
Stop Loss
Office Copay
Drug Card
Maternity
Preventive
Supplement Accident
Plan 1
EE
Dep
Yes
No
Yes
No
Yes
No
Yes
No
Plan 2
EE
Dep
Yes
No
Yes
No
Yes
No
Yes
No
Plan 3
EE
Dep
Yes
No
Yes
No
Yes
No
Yes
No
Known medical conditions:
Ancillary Plan Information
Dental Quote
Yes
No
Employer Contribution
EE
Dep
Dental Deductible
Dental Maximum
Orthodontics
Choose One
Yes
No
Life Quote
Yes
No
Class 1
Class 2
Class 3
Short Term Disability
Yes
No
Class 1
Class 2
Class 3
Weekly Benefits
Standard Plan: 1/8/26, 60% of income
Long Term Disability:
Contact your Insurance Network Marketing Consultant. Phone 1-800-456-7999.
Census Information
Please attach a document containing the client's employee census, or complete the census form below.
Census File
(file will be ignored if larger than 3 megabytes)
EE Name
Birthdate
or age
Sex
Medical Coverage
EE, ES, EC, FF, None
Dental Coverage
EE, ES, EC, FF, None
Number Children
Annual Salary
Needed only for Disability or Life
Disability Class
Life Class
M
F
EE
ES
EC
FF
None
EE
ES
EC
FF
None
1
2
3 or more
None
1
2
3
None
1
2
3
None
*EE=Employee only ES=Employee and Spouse only EC=Employee and Child(ren) only FF=Employee, Spouse and Child(ren)
Census Notes
Notes regarding medical conditions or other information:
Use the button below when you are ready to send your completed form to us.
If you wish to review or make changes to the form before sending, use the tabs above to navigate to the required pages in the form.