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Quotations/ Underwriting Forms
  Request For Policy Issue Form
   
   
 

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All Fields with (*) are Required

 
     

The information requested below is preliminary information we require in order to obtain quote clearance. More detailed underwriting information including plan brochures and claim reports should be sent to us by e-mail, fax or mail. This information is summarized below this questionnaire.

     
1.

Name of School, College or University *

2.

Street Address *

City *

County *

State *

Zip *

3.

Name of Person Completing this Form *

First Name *

Last Name *

4.

Telephone Number *

- -
5.

E-mail Address *

6.

Coverage needed for*

Domestic Students International Students
7.

Number of Enrolled Students *

 

          a) Full-time Undergraduate

 

          b) Part-time Undergraduate

 

          c) Graduate

 

          d) Law

8.

How do the students currently enroll in the Plan? (Mandatory, Waiver or Voluntary) *

9.

Desired Effective Date of Coverage *

 (mm/dd/yyyy)
10.

Name of Current Insurance Company *

11.

Name of Current Third Party Administrator

12.

Is there a PPO Network in place? *

Yes        No
     
 

In order to develop a competitive quotation, the following Underwriting Information should also be sent to us by e-mail, fax or mail:

  1. The Premium Paid for the past four years beginning with the current year.
  2. Paid Claims Reports for the past four policy years beginning with the current year. The report dates for each year should reflect activity no older than 30 days from the date of submission. There should be one report for accident claims and one report for sickness claims for each year.
  3. The Rates Charged for each student and dependent category for the past four years beginning with the current year.
  4. The Number of Enrollees for each student and dependent category for the past four years beginning with the current year.
  5. A List of the 5 Providers most often used by the students.
  6. Copies of the Plan Brochures for the past four policy years beginning with the current year.

For larger schools, colleges or universities, the insurance company may require more detailed paid claims information including: Large Claim, Benefit Code, Prescription Drug Utilization and Payment Trend/Lag reports.

     
 13.

If the answer to question #7 above is not an insurance broker or agent, please let us have your broker or agent's name and telephone number if you would like us to work with him or her for the purpose of developing a quote.

  Broker or Agent Name

Broker First Name

Broker Last Name

  Tel --
 
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