DOCUMENTS NECESSARY FOR QUOTE
Large Group – Employee Census (PDF Below), Current Benefit Summaries, Most Recent Premium Bill, 24 Months of Claims, Details on High Claimants
Small Group – Completed Employer Checklist (PDF Below), Employee Census (PDF Below), Medical Profile (PDF Below), Benefit Summaries for each Line of Coverage in Force, Most Recent Premium Bill for each Line of Coverage
“Let our advance worrying become advance thinking and planning.” – Winston Churchill
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Contact Info
401 North Carroll #207
Southlake, Tx 76092
Cell (817) 789 – 3348
Fax (866) 308 – 3348
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