Easy group submission
Tell us about the employer.
Instant snapshot
See the starting point.
Enter the group information to see the quote snapshot.
Safely send the census.
The form emails only the completed group summary. Janet will send a private upload link for the census and current plan documents; Brad is copied automatically.
The form emails only the completed group summary. Janet will send a private upload link for the census and current plan documents; Brad is copied automatically.
Annual fee builder
Create a clean first-year and renewal amount for the engagement.
First year: $7,500
Annual renewal: $6,000
Annual renewal: $6,000
Track the opportunity
Tracker entries are saved only in this browser.
Referral tracker
No referrals saved in this browser yet.