Group Health Plan Analysis Request

Please complete as much information as you can as relates to your company and its group health plan arrangements.  We will analyze and report back to you with methods you can use to better achieve your goals and maximize the benefits you are seeking.

Do you currently have a Group Health Insurance plan within your company or business?

Yes No
 
What is the name of your Company or Business?
 

Address

Principal Activity

Number of employees

List the current census of people employed at your firm below:

Employee Name Date of Birth Sex  M/F

Coverage for Spouse? Y/N

Enter # Children if covered Smoker / non smoker S/N Dental Coverage? Y/N

Copy of most recent benefit statement available?

What benefits are you seeking? Reduce premiums, increased services and benefits, dental, prescriptions etc?

What is it about your present plan that you would like to improve? Please give details.

If you have statements or quotes on your current health insurance plan and costs for individual and family, how would you like to provide us these documents?

Other:

Please enter any other comments, questions or requests in the space provided below:

Tell us how you prefer us to get in touch with you:

Name
E-mail
Tel
FAX
Please contact me as soon as possible regarding this matter.

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Guidance Financial Consultants, Inc
Copyright © 2001 [Guidance Financial Consultants, Inc.]. All rights reserved.
Revised: February 12, 2003 .