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Please complete the survey below to either request a proposal or request to be contacted by a member of our team.

Upload Employee Census
Upload Account Information and Discovery Form

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Request a Quote or More Information

Downloadable Forms For Proposal Request


Employee Census Template

Our team provides customized employee benefits planning and consultation tailored to the needs of your organization.  In order for our team to provide you with an accurate proposal, we need some basic employee information.  Please download our Employee Census Template and complete as much information as possible.  At a minimum, we need your employee names, date of birth, gender, and home zip code to provide a proposal.

Keyboard and Mouse

Account Information and Discovery Form

The Account Information and Discovery Form is designed to gather the relevant data necessary to understand the industry, location, and existing benefits for a company.  This will allow our team to better understand the needs of the organization and provide relevant proposals based on the needs of each individual group. 

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