Thank you for the opportunity to assist you with the marketing on behalf of your client. Obtaining a quote from Rogers Benefit Group is simple, we just need a few items to get started.

Download RBG Helpful Hints for RFP Submissions for tips and tricks for Small and Large group quote requests.

Small Group (1-100 full time equivalent employees) 

  1. Download to your desktop the RBG Small Group Request for Proposal Form – this form will prompt you for required information to quote requested medical and ancillary lines of coverage.
  2. Census (in Excel) – we recommend using the RBG Census Template – inclusive for all lines of coverage.  Small group medical requires dependent census information in order to quote dependent coverage.
  3. Current carrier renewal and most recent invoice for all lines of coverage requested
  4. Plan summaries for current Ancillary Plans and Medical, if currently on a non-ACA small group medical plan (i.e. Large Group, PEO, Self Funding, etc).

Additionally, Rogers Benefit Group provides agents with complimentary access to the EBIX/Health Connect quoting system.  Contact your RBG office at the link listed below for username and password information.

Large Group (101+ full time equivalent employees)

  1. Download to your desktop the RBG Large Group Request for Proposal Form – this form will prompt you for information required for large group carriers to quote requested medical and ancillary lines of coverage.
  2. Census (in Excel) – we recommend using the RBG Census Template – inclusive for all lines of coverage.  Note – most Large Group medical carriers are now requesting and/or requiring a member-level census to include enrolled dependents first & last names, DOB, gender and zip code.
  3. Current carrier renewals (if available).
  4. Most recent invoice for all lines of coverage requested.
  5. Benefit summaries for all current plans for all lines of coverage requested.

Send your Quote and/or Ebix Access Request to your Rogers Benefit Group office using the links below:

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