Welcome Business Owner

Complete Your Intake Form

PLEASE READ BEFORE PROCEEDING!

1-2 Staff Members or Couples without additional staff: Click here to get started.

2-49 Staff Members: This form only supports manual entry for up to ten staff members. If you have more than ten members, and you already have a completed staff census, you can upload it on the following page. If not, you can continue with this intake and provide it later.

A staff census needs to include all eligible employees even if they're not requesting coverage. Please also be sure your staff census includes all of the following for each staff member. You can send your completed census to us in xls or pdf format. Or you can come back here and upload it to your intake form.

For Each Employee, We Need..

  1. Employee Full Name

  2. Employee Job Title

  3. Employee Hire Date

  4. Average Hours Worked Weekly

  5. Date of Birth

  6. Gender

  7. Residential Zip Code

  8. Full Names, Dates of Birth and Genders for all Spouses and Dependents

Company Profile

Benefit Solutions

Staff Information

Staff Member One Profile

Staff Member Two Profile

Staff Member Three Profile

Staff Member Four Profile

Staff Member Five Profile

Staff Member Six Profile

Staff Member Seven Profile

Staff Member Eight Profile

Staff Member Nine Profile

Staff Member Ten Profile

CORPORATE NEEDS

Does Your Business Have or Need A Business Owners Life Policy?

This policy insures the life of a business partner or multiple partners. If the insured partner passes away, these funds go to the surviving partners to minimize the financial impact to your company. For example, these funds could be used to hire a new partner.

Does Your Business Have or Need a Buy-Sell Agreement Set Up?

This policy is also set up to insure the life of your business partner or partners. If one partner passes away, the beneficiary of the policy (the surviving partners) would use these funds to buy out the surviving spouse (or their estate).

Does Your Business Have or Need a Business Overhead Expense Policy?

Business overhead expense insurance covers the costs of running your business when an owner or partner can't because of an illness or injury. It covers expenses like rent and utilities, business licenses, accounting fees, advertising expenses, and your payroll. BOE insurance doesn’t cover the disabled owner’s salary. For this, you would need to have an individual disability policy.

Does Your Business Have or Need a Key-Person Disability Insurance Policy?

This policy insures the life of a "Key Person" within your organization. If your company would suffer a financial loss due to the death of a "key employee", this insurance would reduce the impact to your business.