How to Obtain Quotes

Securing rates for your benefits program is easy!

Complete and submit all information listed below to chris.scherzer@onedigital.com.

We will get you a quote within 5 business days after we receive all the necessary documents.

All Group Sizes

  • Current plan summaries 

  • Current rates

  • Current medical bill

  • Carrier Renewal Document (if available)

Level Funded or Self-Funded Groups

If your group is level funded or self-funded, we will need the claims experience for the past 2 years.  This will include month-by-month claims experience as well as a listing of the large claims for that same time period.  If you have any additional claims experience such as pharmacy utilization, please include it as well.

Census (100+ employees)

For groups with 100+ enrolled employees without current claims experience, you will need to include a dependent level census.

  • Full Name of Employee
  • Gender for each covered family member
  • Zip Code
  • Date of Hire
  • Date of Birth
  • Medical Enrollment Status (EE, EESP, EECH, FAM)
  • Medical plan enrollment (which plan they elected) 
100+ Census Template

Census (20-99 employees)

For groups with 20-99 enrolled employees without current claims experience, you will need to include a dependent level census.

  • Full Name of Employee
  • Full Name of Spouse and any Children
  • Gender for each covered family member
  • Zip Code
  • Date of Hire
  • Date of Birth
  • Medical Enrollment Status (EE, EESP, EECH, FAM)
  • Medical plan enrollment (which plan they elected) 
20-99 Census Template