Information Required for Health Insurance Analysis:

• Copy of most recent billing statement.
• Copy of Schedule of Benefits page from master contract and/or certificate booklet.
• Census reflecting employees' and dependents dates of birth, gender, single, children or spouse & children (# of children), salary, home city and zip code, occupation.
• Corporate location (city and zip code).
• Employer contribution.
• Are there any serious on-going claims?
• What other Employee Benefit plans are in place such as Life, Dental or Long Term Disability?
• Would you prefer “pre-screened” rates for accuracy (involves filling out generic card for health information) or manual rates from census only quotes?
• Are there any classes of employees considered ineligible or excluded?