Essential Data Needed
to Prepare Quotes
Researching the best option for health
coverage for your clients is a complex task and a responsibility that
we recognize and appreciate. We welcome working with brokers who adhere
to the same standards of integrity and quality of service that we embrace.
If
you would like to present Gateway Health Alliance to one of your employer
clients, we will need the information below to prepare a proposal. Feel
free to call us at: 434-799-3838. (Please allow three weeks for processing.)
General
Information
- Group Name, Address
and SIC Code (Nature of Business)
- Current agent
of record? Commission level?
- Proposed effective
date? Current renewal date?
Demographics
- Current census
list for all employees participating in the employer plan.
Include age, sex, dependent election, home zip code, plan election,
and COBRA participants.
-
Number of eligible
employees in the organization.
Employer Plan Information
- Employer contribution
level to employee and dependent premium cost.
- Copy of current
benefit plan design(s).
- Current carrier
and number of years in place.
-
Waiting period.
Financial Information
- Current monthly
billed rates and a copy of current carrier’s bill.
- Renewal rates.
- 24 months of
claims data.
- 24 months of
large claims data.
-
24 months enrollment
data.
Once completed, please return to:
Request for Proposal
Gateway Health Alliance
341 Main Street, Ste. 301
Danville, VA 24541
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