- Available for 10/1, 11/1, 12/1, 1/1, 2/1, 3/1 and 4/1 effective dates!!
- Same rates for either 12 months or 15 months
- 15 Month rate guarantee is a 3 month contract followed by a 12 month contract
- Example: 12/1s become 3/1’s
- 15 Month Rate Guarantee Confirmation Form to be signed by the Broker and Employer
*Note: Group forfeits surplus for the first 3 months
Reconciliation for the 15 months will follow the normal process from 2nd 12-month policy. Reconciliation rules still follow; the group has to be effective 3 months beyond the renewal date in order to be eligible for a potential surplus. *See Chart above
Questions? Please Contact:
Joe Sherman – 972.404.2621
Kevin Balkin – 972.404.2620
Amanda Wooldridge – 972.404.2619
Paula Johnson – 972.404.2623
Stacey Priddy – 972.404.2611