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Large Group
Checklist
 
  
 
Please submit all items below to us for proper credit/commissions at
MTDQuoting@cbiz.com

The following items are required:

  1. Risk Questionnaire
  2. Member-Level Census (Excel)
  3. Current/Renewal Plan Design(s)
  4. Current/Renewal Rates
  5. Claims Data (if requesting Self-Funded)
Here are the carriers Risk Questionnaire: