| Northpoint Financial Group

Group Health Insurance Quote Request

Please complete the following information and Census Form if you would like to obtain a group health insurance quote. Please understand this is not an application for insurance. An application will be sent to you if coverage is desired.

All information provided on this information sheet is confidential and will be used solely for the purpose of developing a quote for you.

If you have more than 50 employees, just submit the form twice. You only need to enter the company name and your email address on the second form, along with the employee information.

Personal Information

What is your name?

Last	First	Middle

What is the name of your company?

What is your address?

Street	City	State	Zip

What is your position?

Position

What is your e-mail address?

e-mail

What is your telephone number?

Telephone

What is your fax number?

Fax

What is the best time to call?

Time to Call

Does your company currently have an insurance carrier?

Carrier

Yes No

If you have a carrier, what is it?

Name of Current
Carrier

If you have a carrier, what is the anniversary date of your current plan?

Anniversary Date

What is the total number of employees in your company?

Total Number of
Employees

How many employees are you looking to insure?

Number of
Employees
to be Insured

Are premiums paid by your company for employee only or family, too?

Employee Only

Employee and Family

My current rate for____coverage is:

Single

Husband & Wife

Single Parent &
Child

Full Family

Are there insurance carriers you would like quoted?

If yes, please list the company names

What type of plan do you want compared?

Co-payments

If you want an HMO or Dual Option Plan compared, do you want a prescription plan?

Prescription Plan

Yes No

If you want Dual Option Plan compared, please choose from the following deductible:

Co-insurances

What do you like or dislike about your current plan?

Likes or Dislikes

Additional remarks or requests

Remarks or Requests

For a quote click on the submit button below

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What is 9+3?

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Registered Investment Advisor. PO Box 64284, St Paul, MN 55164. (800) 800-2638.
Northpoint Finanacial Group and Woodbury Financial Services, Inc. are not affiliated entities

Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA / SIPC and Registered Investment Advisor. PO Box 64284, St Paul, MN 55164. (800)800-2638. Northpoint Financial and Woodbury Financial Services, Inc. are not affiliated entities. Service offered only where licensed to do business. Currently licensed in AL, CA, CO, DC, FL, GA, IA, IL, IN, MD, MI, MO, NC, NY, OH, OK, PA, SC, TX, UT, VA, WA, WI, WV.

NorthPoint
Financial Group

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NorthPointFinancial Group

Market Snapshot

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NorthPoint
Financial Group