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To help you get the right coveragePaul Barker
Employee Benefits Specialist | Vision FinancialPooled Programs Information Package
Understand how to get a better approach to the best benefits
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Disclaimer
All quotes subject to review and final underwriting approval
Estimate
CSV Upload Guidelines
Please follow these rules when editing and adjusting values in the csv template. If you experiance an error in uploading. please see confirm that all values are the correct spelling before submitting a feedback request.
* Reminder. Words are is case senstive. ( IE: yes | Yes )
##Company Info##
LIFE,AD&D,EHC,DENT
STD
Options = Yes | No
LTD
EAP
Options = Yes | No
SOC
Options = Yes | No
Critical Illness
Value = 0 - 50000 (increments of 5000)
Min 0
Min 0
Company Name
Company Email
Address
City
Province
Postal Code
Phone
Fax
Advisor Name
Advisor Email
##Employee##
First Name
Last Name
Family Status
Options = Single, Single Waiving Dependant, Couple, Family, Spousal Waiver of EHC & Dent
Birthday
Format
DD/MM/YYYY
DD/MM/YYYY
Gender
Options =
Male
Female
Male
Female
Date Of Hire
Format
DD/MM/YYYY
DD/MM/YYYY
Hours Per Week
Occupation
Income
Frequency
Options =
Hourly, Weekly, Bi-weekly, Monthly, Annually
Hourly, Weekly, Bi-weekly, Monthly, Annually
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Fill out offline here
Don't have the time to fill out the online form? No problem!
Download and fill out, then simply upload the completed form here with your name and email address.
