Name of company
Administrative Contact Title
Street
City
Province
Postal Code
Email
Phone Ext. Fax
Comments
How long has the business been operating?
Nature of business     
Does an outside agency (e.g, government) fund 50% or greater of this business?
Please select the number of eligible employees
Number of temporary workers  
Number of contract workers  
Number of seasonal workers  
Number of employees related to the business owner  
Is this business operating in a private home?
Are any eligible employees represented by a union?
Are workers covered by Workers Compensation 
Do all employees & their dependents reside and work in Canada?  
Number of employees not at work due to a serious or long term disability  
Are any employees involved in hazardous occupations?   
Who is your current insurance carrier? 
When did your coverage begin with your current insurance carrier?
Have you been with any other insurance carriers in the last 5 years?    Yes No
Tentative Effective Date 
Select the benefits you would like to have included in the quote:
Create my plan using 2 option classes
Class 1   Class 2  
Life and AD&D Life and AD&D
Dependent Life Dependent Life
Short Term Disability Short Term Disability
Long Term Disability Long Term Disability
Extended Health Extended Health
Dental Dental

Employer Contribution Rate

Earnings      or Flat Amount  
::] Dependent Life- Class 1

Employer Contribution Rate


Spouse


Child

Child
Employer Contribution Rate

Benefit Amount

Benefit Maximum
Benefit Period
First Day Hospital
Occupational

Employer Contribution Rate

Benefit Type            Flat %    Graded
       Benefit Amount
       Graded first $2,500
       Graded next $3,500
Benefit Maximum
Qualifying Period
COLA
Definition of Disability

Employer Contribution Rate

Overall Coverage
Reimbursement
Deductible Amount
Drug Plan Options
Pay Direct           Yes    No
        Deductible     
        Reimbursement
Drug Type
Drug Option
Paramedical Services Annual Maximum
Paramedical Services Reimbursement
Hospital Benefit
Vision Care Benefit

Employer Contribution Rate

Deductible Amount
Recall
Basic Reimbursement
Maximum
Major Reimbursement
Maximum
Orthodontics Reimbursement
Maximum


Employer Contribution Rate

Earnings      or Flat Amount  

Employer Contribution Rate

Earnings      or Flat Amount  

Employer Contribution Rate


Spouse

Child
Employer Contribution Rate

Benefit Amount

Benefit Maximum
Benefit Period
First Day Hospital
Occupational

Employer Contribution Rate

Benefit Type            Flat %    Graded
       Benefit Amount
       Graded first $2,500
       Graded next $3,500
Benefit Maximum
Qualifying Period
COLA
Definition of Disability

Employer Contribution Rate

Reimbursement
Deductible Amount
Drug Plan Options
Pay Direct           Yes    No
        Deductible     
        Reimbursement
Drug Type
Drug Option
Paramedical Services Annual Maximum
Paramedical Services Reimbursement
Hospital Benefit
Vision Care Benefit

Employer Contribution Rate

Deductible Amount
Recall
Basic Reimbursement
Maximum
Major Reimbursement
Maximum
Orthodontics Reimbursement
Maximum

Complete and return the provided employee data spreadsheet
  1. If the group has existing coverage through another carrier, we require the past 3 years Renewal Reports, along with a copy of the current Employee Booklet or Plan Design.

  2. Provide a copy of the most recent billing from current insurance carrier.

Additional Information / Notes:


 

 


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