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Please include the following information with your proposal request:

  • Census including Employees': Age, Gender, Dependent Coverage Status and Home Zip Code
  • Current SPD or Plan Designs
  • Minimum of 12 months of paid claims data by month
  • Large Claim information including: Claim Amount, Age, Gender, Prognosis and Diagnosis
  • Current pooling point (if currently fully-insured)
  • Current Stop Loss fees and attachment points (if currently self-funded)
  • Contract type along with requested Individual Stop Loss and Aggregate Stop Loss levels.


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