CGI - Commercial Group Intermediaries > Quote Requests

Quoting Requirements

The following is a minimum list of information that we require to create a quote for each coverage we carry. If you have any additional information not listed here, please include that as well so we may provide you with the most accurate quote possible.

Stop Loss / Self Insured

1. Group Details, Locations, and Nature of Business

2. Effective and Quote By Date

3. Commission Level

4. Current/Proposed Contract Type

5. Specific and Aggregate Deductibles (Minimum Spec Level $20,000)

6. Current/Renewal Rates (if available)

Min Group Size:

Required Documentation:

1. A Current Census containing the following:

Name or Employee identifier
Gender
Date of Birth
Single or Family coverage
ZIP Code (if applicable)

2. 3 years of Specific/Aggregate reporting.

3. Current Large Claims Information:

Pending report
LCM notes
Trigger
DX. Report

4. Current schedule of benefits and/or any changes to the plan document in the last policy year or new SPD if applicable.

Life, ADD, STD and LTD

1. Group Details, Locations, and Nature of Business

2. Commission Level

3. Current Booklet/Contract or Schedule of Benefits

4. Rate History

5. Contribution Levels

Min Group Size:

Required Documentation:

1. A Current Census containing the following:

Name or Employee identifier
Gender
Date of Birth
Benefit Amount or Current Salary (If based on income)
ZIP Code (if applicable)

2. 3 years of Experience Including::

For Life - Include Waiver Of Permission Listing
For LTD - Include Disabled Lives Listing, Reserving, Open Claims Listing, Dx Indication of Claimant
For STD - Include Premium and Claims Paid

Organ Transplant

1. Group Details, Locations, and Nature of Business

2. Stop Loss Deductible

3. Stop Loss Carrier

4. Stop Loss discount (% of discount carrier will offer on annual premium if program is put into place)

5. S/F counts

6. S/F Rates

7. Domicile State / Addt'l States - Please supply ee count to each

8. Current Lasers

Min Group Size:		10
Required Documentation:		None

Limited Medical Benefits

1. Group Details and Domicile Location

2. Commission Level

Min Group Size:		10
Required Documentation:		None

Medical Tourism

Group Name

Min Group Size:		1
Required Documentation:		None

Group Retiree Coverage

1. Group Details and Domicile Location

2. Commission Level

Min Group Size:		10
Required Documentation:		None