Active Proposal

Please include the following information when possible to ensure the most accurate quote from the Stop Loss market.

Fields marked with an * are required

Once we receive your request for proposal we will reach out to the agent contact email to receive

  • A Current Census
  • The most recent 12 months of enrollment by contract (if currently Self-Funded)
  • Current Plan Designs/Proposed Plan Designs
  • Medical/Rx claims for the past 24 months (if currently Self-Funded) including large dollar claimants/case management notes and a 50% of Specific Report
  • Medical/Rx rate history for the past 36 months (if currently Fully-Insured)