What information should I share when looking for new quotes?

What information should I share when looking for new quotes?

There is often a lot of confusion and misunderstanding around what information, details and data you should share to insurance companies and brokers when looking for new quotes. Should you provide your current plan and rates? Should you provide your latest claims reports? Is it ok to share your group demographics? We find that there is a really broad spectrum of what companies will provide when quoting on new business, from those that provide all the information you request to those who just provide the bare minimum. In this podcast we are going to explore this in more detail and start by detailing how underwriters typically approach new business quotes, so you can get an understanding on why certain questions are asked. This content was generated using AI. While we strive for accuracy, we encourage readers to verify important information. We use AI-generated content to increase efficiencies and provide certain insights, but it may not reflect human expertise or opinions. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit therealegi.substack.com [https://therealegi.substack.com?utm_medium=podcast&utm_campaign=CTA_1]

Tips when evaluating new insurance options

In this podcast, Abby and Ross dive into the ins and outs of shopping around for new group insurance coverage. We delve into what that looks like, and what things you need to consider when looking for new options. This content was generated using AI. While we strive for accuracy, we encourage readers to verify important information. We use AI-generated content to increase efficiencies and provide certain insights, but it may not reflect human expertise or opinions. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit therealegi.substack.com [https://therealegi.substack.com?utm_medium=podcast&utm_campaign=CTA_1]