If you are interested in receiving a no-obligation quote for your employee benefits coverage, and you already have coverage in place, we will also need the following:
- Signed Agent of Service letter
- Completed employee data sheet
- Most recent renewal from your existing carrier (if applicable)
- Most recent monthly invoice (if applicable)
- Copy of current plan design (employee booklet – if applicable)
- Three years of claims experience (if applicable)
- Three years of premium history (if applicable)
Once you have this data, please feel free to contact Chris Gory at either 416-754-3910/1-800-773-8638, or email him at chrisg @ insuranceportfolio.com.
