Group Benefits Quote Request
Tell us a bit about your business so we can prepare a benefits quote that fits your team, your budget, and your long-term goals. Approximate information is okay at this stage. Everything submitted is kept confidential and used only for quoting purposes.
Company Name:
*
Company Mailing Address:
Street Address
Street Address Line 2
City
Province
Postal Code
Company Phone:
*
-
Area Code
Phone Number
Company Contact Name:
*
Contact Email Address:
*
example@example.com
Preferred Contact Method:
Phone | Email | Text Message
Do you currently have a group benefits plan in place?
*
Please Select
Yes
No
Current provider:
Renewal date for current provider:
-
Month
-
Day
Year
Date
Have you changed benefits providers in the last 3 years?
Please Select
Yes
No
Previous benefits provider?
Approximate number of years with previous provider?
Are any employees presently not actively at work due to a disability?
*
Please Select
Yes
No
Does your company currently have active WCB coverage?
*
Please Select
Yes
No
What would you like us to focus on when preparing your quote? (Select all that apply)
Cost control
Strong employee coverage
Recruitment and retention
Simplicity and ease of administration
Matching your current plan
Improving specific areas of coverage
Long-term renewal stability
Exploring new benefit options
Not sure - looking for guidance
Please provide any extra details we may find helpful while quoting:
Employee Census Information
Please include all eligible employees. Initials are fine at this stage. If you already have a census spreadsheet, you can upload it instead.
*
Rows
Employee Name or Initials
Sex
Coverage Type
Occupation
Date of Birth or Age
Annual Earnings
(only required if quoting disability coverage
Hire Date
1
Female
Male
Prefer not to say
Single
Family
Waived coverage
2
Female
Male
Prefer not to say
Single
Family
Waived coverage
3
Female
Male
Prefer not to say
Single
Family
Waived coverage
4
Female
Male
Prefer not to say
Single
Family
Waived coverage
5
Female
Male
Prefer not to say
Single
Family
Waived coverage
6
Female
Male
Prefer not to say
Single
Family
Waived coverage
7
Female
Male
Prefer not to say
Single
Family
Waived coverage
8
Female
Male
Prefer not to say
Single
Family
Waived coverage
9
Female
Male
Prefer not to say
Single
Family
Waived coverage
10
Female
Male
Prefer not to say
Single
Family
Waived coverage
11
Female
Male
Prefer not to say
Single
Family
Waived coverage
12
Female
Male
Prefer not to say
Single
Family
Waived coverage
13
Female
Male
Prefer not to say
Single
Family
Waived coverage
14
Female
Male
Prefer not to say
Single
Family
Waived coverage
15
Female
Male
Prefer not to say
Single
Family
Waived coverage
16
Female
Male
Prefer not to say
Single
Family
Waived coverage
17
Female
Male
Prefer not to say
Single
Family
Waived coverage
18
Female
Male
Prefer not to say
Single
Family
Waived coverage
19
Female
Male
Prefer not to say
Single
Family
Waived coverage
20
Female
Male
Prefer not to say
Single
Family
Waived coverage
21
Female
Male
Prefer not to say
Single
Family
Waived coverage
22
Female
Male
Prefer not to say
Single
Family
Waived coverage
23
Female
Male
Prefer not to say
Single
Family
Waived coverage
24
Female
Male
Prefer not to say
Single
Family
Waived coverage
25
Female
Male
Prefer not to say
Single
Family
Waived coverage
Attach Census Spreadsheet
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