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Request a Proposal
Request a Proposal
Please select which service(s) you would like quoted:
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HSA
Section 125 Cafeteria Plans
HRA
COBRA
Section 132 Qualified Transportation Accounts
Healthy Rewards HRA
Company Name:
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Contact Person:
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Address:
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City:
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State:
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Zip:
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Phone Number:
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Fax Number:
Email Address:
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Number of Locations:
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What Cities:
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Sic Code:
Type of Business/Industry:
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Type of Organization
(Sub-S,LLC,etc.):
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Total Number of Employees
Full-Time:
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Part-Time:
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Does the employer currently
have a cafeteria plan?
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Yes
No
Current benefits offered under the
cafeteria plan (Health, Dental,
Vision, FSA, Cash Benefits, FSA,
Dependent Care, etc.):
Agency/Broker Information
Agency/Broker Name:
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Address:
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City:
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State:
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Zip:
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Phone Number:
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Email Address:
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Where do you want the proposal
sent and to whom?
Notes or special instructions:
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Required Fields
Eligible Expenses List
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