Agents / Advisors

In an effort to better serve our primary clients, agents and brokers like you, we systematized and streamlined our new business proposal and installation process. In connection with this, please find attached, forms for your use.

• Proposal Information - Once we have this information, we can order proposals from various vendors on your behalf.

• Vendors we currently have a relationship with can be located under Alliance Partners. If you are interested in working with a vendor who is not listed, please let us know and we will be happy to consider becoming a TPA partner with them.

• Client Data Sheet - Please complete this form and return to us as soon as possible.

• Census - If you require plan design, we will need this information.

• Fee Quote Request - This is the form used to request a formal RPC Fee Quote.

• Plan Takeover List - These are the items/documents we will need in order to takeover an existing plan.

• Process Time Line - This will give you an idea of what should take place and when.

If you have any questions regarding these forms, or should you require any additional information, please feel free to contact us.

We look forward to working with you!