Gather the five starting inputs
Census
Include the fields required for quoting. Upload the file through the secure quote request. Do not email spreadsheets containing Social Security numbers.
Current benefits and carriers
List the benefits already in place so the quoting team can understand the existing package and what the group wants to change.
Pay frequency
Confirm how often employees are paid. Payroll timing affects case setup and deduction planning.
Target effective date
Share the date the employer is working toward, even if it is still under discussion.
Lines to explore
Identify the benefit categories the employer or broker wants quoted.
Add useful account context
Workforce and locations
Include the approximate eligible employee count and work locations. Product availability and requirements vary by state.
Platform and payroll
Identify the current benefits platform, Employee Navigator status when applicable, and any known payroll or access constraints.
Funding and enrollment
Describe the contribution approach under consideration and the expected enrollment window.