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Items Needed To Obtain a
Self-Funded Quote
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A
complete, up-to-date census including: |
- age
- sex
- retirees
- Coverage
- Zip Code/location – if there are multiple
locations
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Current and renewal
rates (specific and aggregate) and factors |
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Current Carrier |
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3 Year Carrier History
(Monthly Aggregate Report if available) |
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PPO or Non-PPO. If PPO,
do you have preference? |
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Schedule of Benefits.
Note any anticipated plan changes |
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ALL large claims, from
$10,000 or lower if expected to be a major claim. Include
diagnosis and prognosis. List anyone who is on the
transplant waiting list, or being evaluated for a transplant |
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Is there a Drug Card?
If so, who is the plan with and what is the co-pay?
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Upon receipt of this
information, we will review and obtain quote for your account.
If you have any questions,
please contact our office. Thank you for this opportunity to be
of service to you and your employees
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Taylor Benefit Resource
© 2001
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