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Employee Data and Plan Design is required for all plans

Employee Data

Plan Design

Rates and Claims Experience are only required if you have health insurance and are looking to replace that insurance

Rates

Claims Experience

Sometimes getting employees interest isn’t required.  If you already have a plan for your employees we don’t need to complete this step.  Getting employees interest can be done at anytime before a final decision is made sometimes this is a good first step.

Employee Intrerest