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PROPOSAL ACCEPTANCE FORM

Indicate which Plans you choose to offer to your Group:

Select one:
All plans list in the proposal
All plans listed in the proposal EXCEPT:
Do you intend to offer plans to different classes of employees?

BY SIGNING BELOW: The employer (“Group”) confirms acceptance of the benefits, rates, terms, provisions, and disclosures outlined in this proposal and understands that the medical plans are not considered creditable coverage under ACA. Group agrees that they are solely responsible for any obligations under ACA, ERISA, and any other applicable insurance and benefits laws or regulations, and that Coterie and the insurance carriers assume no liability. It signifies the Group’s request to proceed with the insurance application for the carrier to issue the insurance policy to the Group in the company’s name and/or to Unified Employers Trust on behalf of the Group. Group agrees to sponsor the employee benefit offering through endorsement and promotion to their eligible employees with internal employee engagement activities and through permitted employee engagement activities via eligibility data file directly from the app. Acceptance of this proposal shall initiate the implementation process.

Confirmation of employee Eligibility Data to be Provided by Group:
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Coterie Advisory Group, Inc. | nationalsales@coterieadvisors.com

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Phoenix, Arizona 85020

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This website is for marketing and illustrative purposes only for licensed insurance agents and brokers as an invitation to inquire, and is not intended to solicit insurance. Not all plans are available in all states. For specific plan details, rates, exclusions, limitations, and state availability please contact Coterie Advisory Group using the online form, email, or phone listed above.


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