Key Group Risk Requirements Series – Quotes

Quoting is the first step in the life cycle of a group scheme and to produce up to four quotes for you, we need the following important information:

  • Participating employer details (name, industry and region)
  • Full benefit structure (main benefits and rider benefits)
  • Member data (name, ID numbers, date of birth, gender, salary and category)
  • For schemes of 400 or more members claims experience is also required (ASISA format with the claims list/s).
  • Existing scheme information, if applicable, in the form of a quote, renewal document or monthly statement if possible.
  • Any other important information, if applicable, eg. hazardous occupations, existing claimants, contract worker details.

All this information and the products options are available to download on our easy reference excel quote request template.

Please contact your Associate or the quotes team if you have any questions.

Thank you and regards,
The TSA Team

You’ll find all back issues of TSA Connect by visiting our blog.

All information provided is intended to inform and explain, but please remember to always check the current terms on policies when considering options and advising clients.

(Vol. 8 Issue 3)

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