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