In this video, I walk you through our Maxwell Agency Small Group Quoting Template, which is essential for providing your organization with competitive health, dental, life, and vision quotes. To get started, we need information on employees who are benefit-eligible, typically those working 30 or more hours a week. I outline the specific data required, including names, dates of birth, and gender, while noting that salary is only needed for long-term disability quotes. Please ensure to gather this information so we can proceed with the quoting process.
Once you have completed the census, please answer the questions below and upload the document to the link at the bottom of the form.
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Are you ready to save time, aggravation, and money? The team at Maxwell Agency is here and ready to make the process as painless as possible. We look forward to meeting you!
