Beneration Quoting Request Form
Client Company Name
*
Client Contact Name
First Name
Last Name
Brokerage/Partner Company Name
*
Referring Partner
*
First Name
Last Name
Referring Partner Email
*
example@example.com
Active Employee Count
*
Primary Benefit Renewal Date
*
/
Month
/
Day
Year
Date
BenAdmin Platform
*
Payroll Provider
Carrier 1 Details
Carrier 1 Name
*
Self Billed?
*
Yes
No
Self Insured?
*
Yes
No
Benefits Offered (Select all that apply)
*
Accident
AD&D
Cancer
COBRA Administration
Critical Illness
Dental
Dependent Care FSA
EAP
Executive LTD
FMLA
Gap Insurance
Gym Membership
Hawaii TDI
Health Reimbursement Account (HRA)
Health Savings Account (HSA)
Healthcare FSA
Hospital Indemnity
Identity Protection
Legal
Life
Limited Purpose FSA
Long Term Care
Long Term Disability
Massachusetts PFML
Medical
New Jersey TDB
New York Disability Benefit Law (DBL)
New York Paid Family Leave (PFL)
Parking Reimbursement
Pet
Prescription
Purchase Program
Retirement
Short Term Disability
Stop Loss Insurance
Supplemental Medical
Telemedicine
Transit Reimbursement
Vision
Voluntary AD&D
Voluntary Life
Voluntary Long Term Disability
Voluntary Short Term Disability
Wellness
Whole Life
Carrier 2 Details
Carrier 2 Name
Self Billed?
Yes
No
Self Insured?
Yes
No
Benefits Offered (Select all that apply)
Accident
AD&D
Cancer
COBRA Administration
Critical Illness
Dental
Dependent Care FSA
EAP
Executive LTD
FMLA
Gap Insurance
Gym Membership
Hawaii TDI
Health Reimbursement Account (HRA)
Health Savings Account (HSA)
Healthcare FSA
Hospital Indemnity
Identity Protection
Legal
Life
Limited Purpose FSA
Long Term Care
Long Term Disability
Massachusetts PFML
Medical
New Jersey TDB
New York Disability Benefit Law (DBL)
New York Paid Family Leave (PFL)
Parking Reimbursement
Pet
Prescription
Purchase Program
Retirement
Short Term Disability
Stop Loss Insurance
Supplemental Medical
Telemedicine
Transit Reimbursement
Vision
Voluntary AD&D
Voluntary Life
Voluntary Long Term Disability
Voluntary Short Term Disability
Wellness
Whole Life
Carrier 3 Details
Carrier 3 Name
Self Billed?
Yes
No
Self Insured?
Yes
No
Benefits Offered (Select all that apply)
Accident
AD&D
Cancer
COBRA Administration
Critical Illness
Dental
Dependent Care FSA
EAP
Executive LTD
FMLA
Gap Insurance
Gym Membership
Hawaii TDI
Health Reimbursement Account (HRA)
Health Savings Account (HSA)
Healthcare FSA
Hospital Indemnity
Identity Protection
Legal
Life
Limited Purpose FSA
Long Term Care
Long Term Disability
Massachusetts PFML
Medical
New Jersey TDB
New York Disability Benefit Law (DBL)
New York Paid Family Leave (PFL)
Parking Reimbursement
Pet
Prescription
Purchase Program
Retirement
Short Term Disability
Stop Loss Insurance
Supplemental Medical
Telemedicine
Transit Reimbursement
Vision
Voluntary AD&D
Voluntary Life
Voluntary Long Term Disability
Voluntary Short Term Disability
Wellness
Whole Life
Carrier 4 Details
Carrier 4 Name
Self Billed?
Yes
No
Self Insured?
Yes
No
Benefits Offered (Select all that apply)
Accident
AD&D
Cancer
COBRA Administration
Critical Illness
Dental
Dependent Care FSA
EAP
Executive LTD
FMLA
Gap Insurance
Gym Membership
Hawaii TDI
Health Reimbursement Account (HRA)
Health Savings Account (HSA)
Healthcare FSA
Hospital Indemnity
Identity Protection
Legal
Life
Limited Purpose FSA
Long Term Care
Long Term Disability
Massachusetts PFML
Medical
New Jersey TDB
New York Disability Benefit Law (DBL)
New York Paid Family Leave (PFL)
Parking Reimbursement
Pet
Prescription
Purchase Program
Retirement
Short Term Disability
Stop Loss Insurance
Supplemental Medical
Telemedicine
Transit Reimbursement
Vision
Voluntary AD&D
Voluntary Life
Voluntary Long Term Disability
Voluntary Short Term Disability
Wellness
Whole Life
Carrier 5 Details
Carrier 5 Name
Self Billed?
Yes
No
Self Insured?
Yes
No
Benefits Offered (Select all that apply)
Accident
AD&D
Cancer
COBRA Administration
Critical Illness
Dental
Dependent Care FSA
EAP
Executive LTD
FMLA
Gap Insurance
Gym Membership
Hawaii TDI
Health Reimbursement Account (HRA)
Health Savings Account (HSA)
Healthcare FSA
Hospital Indemnity
Identity Protection
Legal
Life
Limited Purpose FSA
Long Term Care
Long Term Disability
Massachusetts PFML
Medical
New Jersey TDB
New York Disability Benefit Law (DBL)
New York Paid Family Leave (PFL)
Parking Reimbursement
Pet
Prescription
Purchase Program
Retirement
Short Term Disability
Stop Loss Insurance
Supplemental Medical
Telemedicine
Transit Reimbursement
Vision
Voluntary AD&D
Voluntary Life
Voluntary Long Term Disability
Voluntary Short Term Disability
Wellness
Whole Life
Carrier 6 Details
Carrier 6 Name
Self Billed?
Yes
No
Self Insured?
Yes
No
Benefits Offered (Select all that apply)
Accident
AD&D
Cancer
COBRA Administration
Critical Illness
Dental
Dependent Care FSA
EAP
Executive LTD
FMLA
Gap Insurance
Gym Membership
Hawaii TDI
Health Reimbursement Account (HRA)
Health Savings Account (HSA)
Healthcare FSA
Hospital Indemnity
Identity Protection
Legal
Life
Limited Purpose FSA
Long Term Care
Long Term Disability
Massachusetts PFML
Medical
New Jersey TDB
New York Disability Benefit Law (DBL)
New York Paid Family Leave (PFL)
Parking Reimbursement
Pet
Prescription
Purchase Program
Retirement
Short Term Disability
Stop Loss Insurance
Supplemental Medical
Telemedicine
Transit Reimbursement
Vision
Voluntary AD&D
Voluntary Life
Voluntary Long Term Disability
Voluntary Short Term Disability
Wellness
Whole Life
Carrier 7 Details
Carrier 7 Name
Self Billed?
Yes
No
Self Insured?
Yes
No
Benefits Offered (Select all that apply)
Accident
AD&D
Cancer
COBRA Administration
Critical Illness
Dental
Dependent Care FSA
EAP
Executive LTD
FMLA
Gap Insurance
Gym Membership
Hawaii TDI
Health Reimbursement Account (HRA)
Health Savings Account (HSA)
Healthcare FSA
Hospital Indemnity
Identity Protection
Legal
Life
Limited Purpose FSA
Long Term Care
Long Term Disability
Massachusetts PFML
Medical
New Jersey TDB
New York Disability Benefit Law (DBL)
New York Paid Family Leave (PFL)
Parking Reimbursement
Pet
Prescription
Purchase Program
Retirement
Short Term Disability
Stop Loss Insurance
Supplemental Medical
Telemedicine
Transit Reimbursement
Vision
Voluntary AD&D
Voluntary Life
Voluntary Long Term Disability
Voluntary Short Term Disability
Wellness
Whole Life
Carrier 8 Details
Carrier 8 Name
Self Billed?
Yes
No
Self Insured?
Yes
No
Benefits Offered (Select all that apply)
Accident
AD&D
Cancer
COBRA Administration
Critical Illness
Dental
Dependent Care FSA
EAP
Executive LTD
FMLA
Gap Insurance
Gym Membership
Hawaii TDI
Health Reimbursement Account (HRA)
Health Savings Account (HSA)
Healthcare FSA
Hospital Indemnity
Identity Protection
Legal
Life
Limited Purpose FSA
Long Term Care
Long Term Disability
Massachusetts PFML
Medical
New Jersey TDB
New York Disability Benefit Law (DBL)
New York Paid Family Leave (PFL)
Parking Reimbursement
Pet
Prescription
Purchase Program
Retirement
Short Term Disability
Stop Loss Insurance
Supplemental Medical
Telemedicine
Transit Reimbursement
Vision
Voluntary AD&D
Voluntary Life
Voluntary Long Term Disability
Voluntary Short Term Disability
Wellness
Whole Life
Submit
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