How To Get Started

We are very excited for the opportunity to work with you! Below is a list of requested information that would really help our team begin the process.

Employee Benefits

Employee Census
Copy Of All Plan Benefit Summaries.
All Plan Premiums & Employer Contribution Amounts
Copy Of Most Recent Renewals
3 Year Loss History
Overview Of Current Structure

Risk Management Services

Copy Of Declaration Pages Of All Plans
Plan Premiums & Rates
5 Year Loss History Report
Overview Of Current Structure

Modi Benefits