BeneList PARTNER PROPOSAL Tool
AGENT'S NAME
*
Agent's Email (to receive your proposal)
example@example.com
Agent's Phone Number
-
Area Code
Phone Number
CLIENT'S COMPANY NAME
*
Product Selection 1
ESSENTIALS PACKAGE (Avg $125 PEPM) - Disability, Hospital Indemnity, Accident, and Group Term Life Insurance for each employee.
DENTAL/VISION PACKAGE (Avg $50 PEPM) - Dental/Vision, and Employer-Sponsored Life Insurance
VIRTUAL HEALTH PACKAGE V1 ($12 PEPM) - Telehealth and Employee Assistance Program
VIRTUAL HEALTH PACKAGE V2 ($65 PEPM) - Virtual Primary Care
LIFE EVENTS PACKAGE (Avg $90 PEPM) - Lump-Sum Critical Illness w/ Cancer, and 5Star Life Insurance
Product Selection 2
ESSENTIALS PACKAGE (Avg $125 PEPM) - Disability, Hospital Indemnity, Accident, and Group Term Life Insurance for each employee.
DENTAL/VISION PACKAGE (Avg $50 PEPM) - Dental/Vision, and Employer-Sponsored Life Insurance
VIRTUAL HEALTH PACKAGE V1 ($12 PEPM) - Telehealth and Employee Assistance Program
VIRTUAL HEALTH PACKAGE V2 ($65 PEPM) - Virtual Primary Care
LIFE EVENTS PACKAGE (Avg $90 PEPM) - Lump-Sum Critical Illness w/ Cancer, and 5Star Life Insurance
Product Selection 3
ESSENTIALS PACKAGE (Avg $125 PEPM) - Disability, Hospital Indemnity, Accident, and Group Term Life Insurance for each employee.
DENTAL/VISION PACKAGE (Avg $50 PEPM) - Dental/Vision, and Employer-Sponsored Life Insurance
VIRTUAL HEALTH PACKAGE V1 ($12 PEPM) - Telehealth and Employee Assistance Program
VIRTUAL HEALTH PACKAGE V2 ($65 PEPM) - Virtual Primary Care
LIFE EVENTS PACKAGE (Avg $90 PEPM) - Lump-Sum Critical Illness w/ Cancer, and 5Star Life Insurance
Add any additional policies "a-la-carte" here that you might be adding to a package.
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