Form Library

Everything you need to quote, enroll and get appointed

Protect Plans Checklists


Quoting Checklist

Need rates and benefits? Here is what you’ll need.

Enrollment Checklist

Time to sign up? Here is what you’ll need.

Expense Review

Enrollment Forms

Broker Forms

Required only with first case submittal.
The Insurgency Benefits sales agreement is available from your general agent or by email at Sales@ProtectPlans.Info.

Group Resources

W-9 Form

Carrier Appointments

Coming Soon


Important Notice

Employers should not cancel current coverage until written approval is received from the Underwriter.

The cost of The Secure Plans quoted to a group are based on the information provided to the underwriters at the time the proposal is generated and are subject to change. Actual costs and eligibility are based on information provided during enrollment. The issuance of a proposal does not guarantee a group will be accepted for coverage. All questions on the enrollment forms must be fully and accurately answered. Otherwise rates may be modified and stop-loss coverage for members making mistatements may be rescinded. This means the plan sponsor (the employer) is responsible for these claims. Until written approval is provided to the employer by the underwriter, do not cancel existing coverage.

Personal attention is given to each client’s set-up in the various systems. This can take longer than with fully-insured plans. You can view the anticipated timeline for the onboarding process here. We strongly encourage submitting enrollment forms prior to the desired effective date.