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    Small group benefits & census request

    Start with your business, choose the benefits you want to explore, then add your census or ask for help. Fields marked required keep the request useful; extra details are optional.

    1. Business







    Include full-time and part-time employees. Enter 0 if none.



    Count employees within the W-2 total above.



    An agent will confirm group eligibility; owners-only businesses can still request guidance.

    Business address and other locations (optional)







    List locations only; no employee names or home street addresses.



    2. Benefits

    Which benefits would you like to explore? (required)




    Required when you have a date in mind. A requested date does not start coverage.







    Required if you selected percentage. Enter a value from 0 to 100.




    Required if you selected a fixed monthly amount.

    Participation, budget and plan preferences (optional)



    Include eligible employees whether enrolling or waiving; exclude continuation participants.





    For example, all eligible employees; do not group employees by medical conditions.



    Describe business priorities. Do not include diagnoses, prescription lists or individual medical information.

    3. Census


    We will contact you to arrange an appropriate way to share your existing census. Please do not email employee records or attach them to this request.

    You can send the business details now. An agent will help you gather employee ages, home ZIPs, eligibility, coverage choices and any dependent details needed.

    Use references such as E1 and E2 instead of employee names. Enter ages on the requested effective date; if the date is undecided, use current ages and we will confirm them later. Include employees who expect to waive coverage. Use the coverage choice for medical, or your main benefit if not requesting medical. Note any different dental or vision elections under each employee’s optional details.

    Do not enter Social Security numbers, exact birth dates, member IDs, medical conditions, medical records or employee contact details. Keep the reference-to-name list with your business.



    One entry per employee: reference, age, home ZIP, status, coverage choice, waiver reason if applicable; then dependent relationship, age and ZIP. Do not include names or sensitive identifiers.


    4. Review







    Required if you selected a phone call.

    An agent will review eligibility, participation, plan availability and any missing details before preparing final options. Carrier-specific census details or underwriting, if applicable, will be handled through the appropriate follow-up process.

    Read our Privacy Policy. This request does not provide consent for automated marketing calls or text messages.