RESOURCE CENTER

Quoting
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Member Level Census Template
Beginning 6/1/16, UHC will require member level data (employees and dependents) including first name, last name, date of birth, and home zip code for any all saver quotes for groups with 20+ enrolled. This is the suggested census template.
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AHNJ Member Level Census Instructions
To offer best possible rate for non-experience rated groups or groups without experience data to provide, AHNJ is requiring member level census data for all groups 51+.
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AHNJ Member Level Census (51+ quoting)
Excel template for collecting member level census information for any 51+ quoting with Amerihealth. By default, SEH (2-50) plans require member level rating, so this census can be used for SEH as well.
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Aetna Customer Information Form (100+)
required for quoting groups with Aetna with 100+ eligibles. This form is all encompassing, including group information tab, group questionnaire tab, and group census tab.
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04.10.2014
Brown & Brown Census
Please use this census when sending an RFP you your account manager. It contains important information we will need in order to quote your client with the major health, dental, and life carriers. Missing information will result in delays.
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06.09.2011
Brown & Brown - Request for Group Proposal form
Use this form in conjuction with our census to request a group proposal. The more information you can provide the best we can assist you to find the products which will best suit your client.
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