We have an impressive catalog of available Carrier plans in our Plan Library. But what happens if you need a specific plan that's not currently listed?
It's fairly simple! You’ll need to complete our online Carrier Plan Request form.
This online form will ask you to provide a clean copy of the Carrier’s plan summary (SOB or SBC) in .pdf formatting as well as the following information below:
- The state or states that this plan will be available in OR the name of the client
We value our Brokers and their clients' confidentiality, so please do not include:
- The client's renewal
- The Carrier's proposal
- Any emails between you as the Broker and your contact at the client
NOTE: Our online Carrier Plan Request form will process plan requests only. Do not send any census or form requests through this form. Click here to view how to send in a census request or here to view how to send in a form request.
Our standard turnaround time for a one-off plan request is up to five business days if all information is sent over in the initial request.
Our team will provide you with direct updates regarding your request.
NOTE: Plan turnaround times are subject to change. Our team will notify you of their current turnaround time or if there are issues that prevent your request from being completed.