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

The following items are required:

  1. Group Screener
  2. Excel Census
  3. Renewal
  4. Current rates
  5. Plan Summaries/SBC's
  6. If Self-Funded, 2-year claims data
Here are the carriers Group Screeners:  


Important Update - Please Read
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