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Contract Issuance 

Once the required items have been received and approved the contract will be issued.  

We will mail the executed contract to our producer, unless otherwise noted.  Any discrepancies should be communicated to BPI to determine what is necessary if modifications are needed. 

The contract is fully executed once we receive the signed Schedule of Insurance. 

Required to Issue Contract   

The following items are required to issue the contract.

                Bound Coverage 

                Refer to Sold Business, Required to Bind
                Coverage

                Plan Document and/or plan Amendments, signed

Provide a copy of the benefit plan document and/or plan amendments, signed by an official of the group.

The underwriter will verify that the benefits match the quoted benefits. 

Case acceptance notices will be provided upon request.

 

 

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