Dema & Associates Health Care Benefit Planning    Health Care Benefit Planning
Serving the Inland Empire | San Bernardino | Southern California | Nation Wide
Call DEMA Toll Free: 866-626-0662
 
 

 

 
Small, Medium, Large Group Proposal Request

HEALTHCARE BENEFIT PLANNING SINCE 1984
SERVICE OF EXCEPTIONAL QUALITY

Fax Your Completed Form To: 909-484-5202

All Items Must Be Completed In Full

Business / Group Information

Company Name:

Address:

City: State: Zip:

Primary Contact Person:
Title:

Phone: Fax:
E-mail:

  1. Nature of Business:

  2. More Than One Location: Yes No

  3. Number of full-time employee's (30+ hours/week)

  4. Any employees paid by commission (and/or) paid as independent contractors? (FORM 1099) Yes No

  5. Any COBRA participants previously employed by you?
    YesNo(if yes, indicate on Census located below)

  6. % of costs to be paid by employer:% of Employee cost to % of Dependent Cost

  7. Type of Employee's to be quoted: All Management
    Hourly Salary Non-Union

  8. Do you have Employee's living out-of-state?
    Yes No (If yes, indicate, Zip Code on Census located below)

  9. Desired Effective Date:

Delivery Options

  1. Have Representative call me at:
  2. E-mail to:
  3. Fax to:
  4. Mail complete proposal Business
    Other Specify Address:

Proposal Type

  • Summary Proposal-Summary of benefits and rates
  • Custom Proposal - Details of benefits and rates
  • California Choice Proposal
  • Choice Builder
  • HRA California
  • Kaiser Permanente Choice Solution
  • Other:(Specify)

Products

  • All
  • Medical
  • Dental
  • Prior Coverage
  • Life
  • Disability
  • Blend My Census
  • Vision

Plan Designs

  • All
  • HRA
  • HSA
  • POS
  • HMO
  • PPO
  • Other:

Other Selected Plans

Section 125 Flex Plan HRA HSA 401K

Specific Plans (Indicate below)

Current Coverage Information

Current Health Plan:

Current Premium:

Current Plan Type: HMO PPO EPO HRA HSA
POS Dual Option Self-Funded Discount Plan Rx

RAF Specials (Rate Adjustment Factors)

  1. Apply RAF Specials Rules Yes   No
  2. Current Carrier:
  3. Additional carrier in past 12 months:
  4. Current RAF :
  5. Renewal RAF:
  6. Renewal Date:

Census
Note: Census data is needed if quote completion is requested.



Name Medical HMO or PPO Dental HMO or PPO Gender Age or DOB Spouse (Y/N) # of Children COBRA (Y/N) Home Zip code Life Only (Y/N) Life Amount
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