What documents do I need to submit a quote?

  • Monthly Medical Invoice OR Monthly Benefit Invoice (if you are currently with a PEO)
  • Workers Compensation Deck Page OR Workers Compensation Code Report (if you are currently with a PEO)
  • Company census
  • Payroll register
  • Plan design page of your health benefits
  • Current invoice of your health insurance
  • Open Enrollment Packet
  • Benefits Plan Summary

To get a better idea of what information you’ll need and why, check out our Moving to a PEO¬†page.

2017-05-08T17:43:49+00:00 March 29th, 2017|Categories: FAQ|Comments Off on What documents do I need to submit a quote?