Large Group Documents


Large Group Quote Request Forms

Large Group Request for Quote Form (Excel)

1. Download and save the Large Group RFQ Excel file.
2. Enter the information required in the three tabs.
3. Save the final version of the Excel file.
4. Email the Excel file to your Large Group Analyst or Sales Consultant.  Be sure to attach your completed form to the email before sending.

At your convenience, you may also complete this template via our user-friendly Online RFP tool. You can access this tool via your Broker Dashboard and click on the Large Group Request for Proposal tile. Through this tool, you may also upload files using our secure upload feature. Documents to upload: invoices, renewals, benefit summaries, census data and any other important items you wish to include.

Large Group Request for Proposal (Online)


 

1. Go to the Broker Dashboard and click on the Large Group Request for Proposal tile.
2. Click on Start New RFP and verify your information.
3. Enter the information required in each section.
4. Click on the Save and Complete button to submit the RFP to the Large Group Team.
5. Your dedicated Large Group Analyst will reach out with any questions.