How to prepare legal forms (click here)

Request For Insurance Information

{DATE}

{Mr/Mrs/Ms/Dr} {FIRST NAME} {LAST NAME}

{TITLE}

{COMPANY}

{ADDRESS}

{CITY}, {STATE} {ZIP CODE}

Dear {Mr/Mrs/Ms/Dr} {LAST NAME}:

Our firm is possibly interested in switching (Type of insurance) insurance carriers. We have ### employees that are currently enrolled in our plan and we are looking to cut costs while maintaining the level of service we now have.

Please send me a sample copy of your group (Type of insurance) insurance policy. I would like you to include any policy exclusions or limitations so that I may compare with our current policy. Please provide me with prices per individual employee and prices for family enrollment.

Although I realize that there are many variations I do not wish to speak to a salesperson at this time. I simply would like to look over what you have available on the policy and then I will contact you to set up an appointment.

Sincerely,

{YOUR NAME}

{YOUR TITLE}