Until we can get online forms created there's still a bit of paperwork required to quote or set up a plan. Here's what you'll need.
Quote Worksheet
Our Quote Worksheet is the simple way to share all the information that's required for setting up a Blendable Benefits Plan. Fill out the Quote Worksheet for:
- Getting a quote to present to your client
- Providing Plan Member information alongside the agreements for Plan setup
Plan Activation Forms and Agreements
Get in touch with our Growth Team for the forms a Plan Sponsor needs to set up their Blendable Benefits Plan.
Because each plan is unique, we'll take the time to make sure you have the right forms and any additions to the agreements like Plan Designs or confirmation of Accessory Benefits.