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Getting a QuoteOnce verification of eligibility has been confirmed, the following procedures need to take place in order to get a quote:
1. Census Submission:
b. Requested effective date and company website address should be included in the request
c. Participant information needed are as follows:
i. Name
ii. DOB
iii. Gender
iv. Title
v. Zip Code
vi. Enrollment (EE, ES, EC, EF)
vii. Status (Active, COBRA, Retired, etc.)
2. All groups should complete the health addendum. Groups with 9 employees or less should have each individual complete the medical questionnaire.
3. All groups should attach the most recent prior carrier invoice to verify timely payments.
4. Underwriting will assign a tier for the medical rate of the group. The assigned tier will apply to all medical plans and a formal rate quote will be emailed to the individual who requested the quote within one week.
5. JPET is not required to notify brokers if the group has previously been quoted. The first broker to submit a completed employer application will become broker of record.
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