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More on Employee
Benefits
As a Special Service
To You
1.We will prepare the document
to terminate your present Insurance Plan, without any involvement
on your part.
2.We will prepare and print the announcement letters showing
the difference in benefits.
3.We will transfer the employee information from your existing
group application, to the new carrier's enrollment forms, in
our office.
4.Once your employee benefit plan has been in force for a few
weeks and the new Insurance Company has issued booklets, we will
then hold an employee meeting during lunch hour for any question's
or concern's, so that the employee's are satisfied and know what
coverage they have and how to make a claim.
5.We will also provide you on a quarterly basis, U. I. C., C.
P. P., and W. C. B. updates.
6.Every two months you will receive a newsletter with important
TAX PLANNING tips, and other valuable information.
7.As received, we will fax to you any legislative changes which
are important enough to concern your benefit plan.
8.On a quarterly basis, you will receive your group's Claims
History.
9.At renewal time, we will obtain your claims history, renewal
rates etc., we will then proceed to verify that your renewal
is
being executed properly, and to confirm that you are satisfied
with your benefit plan.
10.The services provided by McGowan Insurance Services Ltd.,
are absolutely private and confidential.
Requirements for Group
Insurance
1.EMPLOYEE DATA: Name, Sex, Marital
Status, Date of Birth or Age, Income, Date of Hire and Occupation.
2.EMPLOYEE HANDBOOK: From present Insurance Carrier.
3.CLAIMS AND RATES HISTORY FOR THREE YEARS: for each benefit
and renewal rates for the following year.
4.LETTER OF AUTHORITY: Allowing us to go to market for you, on
your letterhead, must be dated and signed by you. Please do not
give out another letter to any other agents as this makes quoting
difficult.
5.LONG TERM DISABILITY: If you have any ongoing claims, we need
to know all pertinent information regarding claimant, i.e.: Name,
Date of Birth, Date of Illness and amount claimed per month,
and the approximate date of return to work.
6.ANY NON - RECURRING claims experiences during the last three
years should also be listed. For example: An employee's wife
having cancer and then she passed away.
Please contact
us for an exact quote.
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