Let's get to know you.
Hi there! We’re eager to learn more about you and how we can support your company.
In order for us to work our magic, we need to collect a few details from you.
We get it. Data collection isn’t exciting, but it helps us create a tailored proposal just for you! Let’s dive in and get the ball rolling!
Step 1: Company Profile.
AVERAGE TIME NEEDED TO COMPLETE THIS STEP: 10 MINUTES
Our company profile form gathers essential company information, including primary contact details, FEIN, and other pertinent company information.
Document uploads:
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- Employee Census | Download template here.
Step 2: Workers Compensation
AVERAGE TIME NEEDED TO COMPLETE THIS STEP: 15 MINUTES
Our worker’s compensation questionnaire is designed to ensure a comprehensive understanding of your company’s workers’ compensation needs and coverage requirements.
Document uploads:
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- Current Policy
- A Loss Run report or No Loss letter on your company letterhead
Step 3: Employee Benefits
AVERAGE TIME NEEDED TO COMPLETE THIS STEP: 15 MINUTES
Our employee benefits form collects vital information for health underwriting which enables Tilson to create a benefits solution personalized to your employee’s health needs.
Document uploads:
- Most recent renewals for all currently offered benefits (Health, Dental, Vision, etc.)
- SBC for current Health Policies
- Most recent invoice for Health policy
HR Insights to help your business thrive.
