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Exclusive Quoting Guide For Brokers – Get Your Copy Now!

As an independent broker/agent selling private plan options, one of the success factors for your business is a smooth, transparent, and expedient quoting experience. Staying on top of the intricacies that make or break your client’s experience can be challenging given the differences and nuances in each state – New York, New Jersey, Massachusetts, and Connecticut – on how to quote and bind a fully-insured private plan.

Opened Quote Guide on a desktop

This in-depth, state-by-state comparison will help guide you on what’s needed to quote and bind ShelterPoint’s* Statutory Insurance Private Plan Coverages!

This robust 9-page guide keeps track of each state’s quoting requirements to help reduce any back-and-forth that might slow down the time-to-bind with ShelterPoint. It helps you gather the required information – completely and accurately – for a streamlined approval process that may get you through the quote-and-bind process a lot faster!


Here’s What’s Inside This Handy Resource Guide - All Broken Down by State:

  • States where ShelterPoint provides a fully-insured private plan option
  • Policy/coverage format that ShelterPoint offers
  • Minimum group size offered
  • Who must be licensed & type of license needed
  • Policyholder information needed to quote
  • In addition to our application, what documentation is needed in the process of obtaining ShelterPoint coverage?
  • Is state approval needed?
  • Is a vote needed?
  • & much, much more!

Simply complete this quick form to download your copy instantly!

We Are Here to Help

Too many details? Let our sales teams help!  Simply reach out to us at and we would be happy to assist you.

With decades of experience in helping keep people INSURED,
rest ASSURED: you have found the specialists you can turn to.

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*The ShelterPoint family of companies operates under the “ShelterPoint” name strictly as a marketing name, and no legal significance is expressed or implied. The ShelterPoint family of companies consists of ShelterPoint Life Insurance Company, a NY-domiciled carrier, and its wholly-owned subsidiary ShelterPoint Insurance Company, a FL-domiciled carrier, depending on the state (see our Geographic & Jurisdictional Notice here). ShelterPoint is a registered service mark.

**Underwritten by: ShelterPoint Life Insurance Company (principal office in Garden City, NY).

This page is for informational purposes only and is not intended to provide legal counsel. Please consult with an appropriate professional for legal and compliance advice.


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