Requesting a quotation with no benefits
At Strategic Benefits we will “shop the market” to ensure your company receives the best plan to fit your particular need.
1) Complete the Employee Data sheet and Company Information sheet. Put all employees on the plan, should someone be covered by a spouse, indicate by checking off “Waive”. You will not have to pay for health and dental coverage for them. The salaries are necessary for the disability benefits.
2) Should you wish to design your own benefits plan complete the Plan Design sheet otherwise we will design a plan for your company. Adjustments can always be made later.
Once we have all the data in our office we will require between 7-10 business days to prepare and come out to meet with you in your office.
There is no cost to you the employer to request a quotation.
Please email or fax back to 905-850-6137
Requesting a quotation with an existing benefits plan
In order to request quotations from the various insurance companies we will require the employee data of your company as well as a letter of authorization to obtain claims experience and premium information.
1) Complete the Employee Data sheet and Company Information sheet. Put all employees on the plan, should someone be covered by a spouse, indicate by checking off “Waive”. You will not have to pay for health and dental coverage for them. The salaries are necessary for the disability benefits.
2) A copy of your current Booklet or Plan Design so that we can provide a quote that is apples-to-apples with your current plan design.
3) A copy of your most recent Billing.
4) A copy of the past 2 years Claims Experience.
5) Authorization Letter – This will need to be faxed back to 905-850-6137.
Once we have all the data in our office we will require between 7-10 business days to prepare and come out to meet with you in your office.
There is no cost to you the employer to request a quotation.
Please email or fax back to 905-850-6137.
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