BDG

the Benefits Design Group, LLC

...your key to benefits solutions

Request for Proposals

We thank you for the opportunity earn your business.  In order for us to provide you with a proposal, we first must understand your needs and goals.  The more we know about our clients and their businesses, the better we are able to serve their needs and help them accomplish their goals.

 

The first step in this process is for you to complete the appropriate forms below and return them to us.  One of our specialists will then contact you to schedule an initial consultation, which can be done over the phone or in person.  During this meeting we will discuss strategies, clarify information and gather more if necessary.  We will then go to our appropriate Markets and within a week we will present you with a proposal that will be easy to understand and provide various options for your consideration.  Timing will depend on the complexity of your case.  Simple, basic quotes require only a one or two day turnaround.

 

Click on the appropriate form(s) to open and print.  Fax completed forms to us at 866.286.6971.

Be assured that your information will be held in the strictest of confidence.

 

Group Quotes and Proposals                        Individual Quotes and Proposals

 

· Group Checklist                                   •   Individual Information Form

· Group Information Form                                   or click here for online quotes

· Employer Additional Questionnaire

             (only for groups with 51+ employees)

· Group Census Data

· Qualified Retirement Plan Questionnaire

 

These forms are in PDF format and require you to have Adobe Reader on your computer to view them.  You may download the free software by clicking here:

 

 

Copyright© 2005 The Benefits Design Group, LLC.  All Rights Reserved.