| Agency Name: * |
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| Broker Name: * |
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| Agent Phone: * |
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| Agent Email: * |
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| Prospect Name: * |
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| Prospect Address: * |
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| City: * |
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| State: * |
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| Zip Code: * |
(5 digits) |
| Prospect Phone: |
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Business Profile
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| Years in Business: |
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| Nature of Business: |
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| Prospect Website Address: |
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| # of Full Time Employees: |
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| Number of Eligible Employees: |
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| # Currently enrolled: |
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| Proposed Effective Date: |
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| Will the Employer payroll deduct the premiums?: |
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| Does the Employer contribute to the cost?: |
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| If Yes, % of contribution: |
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| Is there an Employer/Employee relationship? |
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| Is this a 1099 or Assoc. group? |
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| Will the Employer be payroll deduction premium? |
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Products to Quote: |
| MiniMed sm Health Plans: |
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| Dental/Vision: |
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| Short Term Disability: |
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| Term Life: |
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| Universal Life: |
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| Critical Illness: |
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| Accident: |
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| GAP Plan: |
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| Is this a Takeover?: |
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If Yes, additional information will be requested. |
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| When do you need the proposal?: |
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