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.
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!
Statutory Benefit Programs Are What We Do.
Paid Family Leave & Medical Leave (PFML)**
Temporary Disability Insurance (TDI)**
Disability Benefits Law (DBL)**
Paid Family Leave (PFL)**
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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.
All Terms & Notices
All policies are administered by ShelterPoint Life and underwritten by either ShelterPoint Life Insurance Company, a NY-domiciled carrier, or ShelterPoint Insurance Company, a FL-domiciled carrier depending on the state. Contact Underwriting for details.
Not all products are available in all states and from each entity in the family of ShelterPoint companies. Click here to view availability by state.
For information about which company is licensed in your state, please visit our Geographic & Jurisdictional Notice.