| • | Current plan design |
| • | Requested plan design (many times the same as inforce) |
| • |
If Group has commissioned employee's (needs to be noted on census and amounts) |
| • | Current rates |
| • | Renewal rate (most often not available) |
| • | Requested commission |
| • | Policyholder info (name, location, industry SIC code) |
| • | Effective date |
| • | Date proposal needed |
| • | Reason for bidding |
| • | BOR info (current client or looking to add this account) |
| • | Census (explained according to product line) |
Please read the full document to see what we require for specific census information per line of coverage.