Employer Group Health Insurance

Video Instructions 

Census #Fillable pdf

Here’s a Fillable pdf  for those who have trouble filling out the ONLINE form or Excel Census.  Don’t worry that the census form says Kaiser, we will enter your information into our quote engine and get you quotes from ALL companies, with the census information.  Just  Email us the completed census or use our secure upload.  Be sure to give us the dependent information. You don’t have to contribute towards the dependent premium.   If you need more space, just attach a separate sheet of paper.

VIDEO explanation on how to complete this form.

census fillable pdf

See below for  how the Census is laid out when you enter it directly into our Instant Quote Engine and
get your quotes, from all these companies, right now.

Please note, there are a couple of pages in our online quote engine to compete, before you get to the census page.  Those pages just ask for Zip Code, Name of your Company and number of employees.  See below for importing an excel spreadsheet or filling out a pdf census.

census format

Get an Instant Quote for your Company in CA

Format to add #Dependents

dependent census form

We also have a secure form that you can send to each employee and have them  complete their dependent information, as ACA requires more information on dependents than before

This form will then give you the information on an excel spreadsheet or we can load it right into our quote engine for you. 

Just email  us – [email protected] and we will send you the secure link.

#Excel Census Form 

If you don’t want to or can’t enter your census online, for an INSTANT Quote, just download our  Excel Spreadsheet Template– with the same information or  Fillable pdf then you can securely  email  or upload using our HIPAA Compliant Paubox system.  You can also upload directly to our quote engine  Quotit.net with https encryption

You will have your quotes & benefits within three business hours, if you send us the census or instantly if you upload or enter into our quote engine.

Excel Census Form 
If you’re going to upload to Quotit (Our Quote Engine) or email [email protected] to us

Click to download - or enter census at link above

Sample Screen Shots to import your excel census

How to import from Excel

How to import your census to our Quote Engine

Where to import census

#Broker of Record Letter

Employer Group Health Plans


We can be your Broker – Servicing Agent and here’s over a dozens why it’s beneficial for you   on an existing policy – coverage, if you simply write to the Insurance Company and ask them.

Just put the  letter  below  or this one, on your letterhead and email to us, [email protected].  We will do the rest.


Your Letterhead

Today’s Date:

To:  Name of Insurance Company

Subject:  Change of Broker

Policy #



We would like to have Steve Shorr CA DOI License #0596610 as our broker on this policy.

We understand that the rates, benefits, policy terms and renewal provisions will remain the same.



Your Name


cc:  Steve Shorr

5 comments on “Quotes Employer Group – California – Instantly

  1. My employer won’t get us a group health plan.
    Can we get individual Quotes?
    Would they include Covered CA subsidies?

  2. I am the Owner of a small construction company in California. We pay 100% of our Employees medical insurance coverage under our Aetna small group policy that we have had and renewed for about the last 8 years.
    We missed September’s monthly premium payment but sent in a double payment in October to which the payment never reached the company. Still in October we find out from one of our Employees that the medical insurance claim was denied when he went to the Doctors.
    We called our broker immediately and asked what was going on and this is when we found out they never received our double payment so we offered to cancel / stop payment on that check and simply pay in full over the phone. Well we have been battling for nearly 2 weeks and Aetna will not reinstate our policy.
    What are my options?
    I am on heart medication and need to get my prescriptions filled.
    My Employees need to be covered and I am rather upset with Aetna.
    Can I simply go out and obtain new coverage elsewhere?
    I don’t understand, I have money but they are not willing to take it.
    Any suggestions?

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