Forms & Tools

The paperwork and links you need, in one place. Need a specific form? Call or email and we will send it right over.

Note: This is where we'll integrate self-service tools — Employee Navigator portals, AMS sign-ups, and similar — as they come online. Downloadable forms are being added too. For now, request any item below and we'll email it to you the same day.

Enrollment & Employer Forms

New Group Setup Packet

Everything needed to start a new group health plan.

Employee Census Template

The spreadsheet we use to quote your group accurately.

Employee Enrollment Form

For adding a new hire or enrolling during open enrollment.

Change / Termination Form

To update coverage or remove a member from a plan.

Helpful Official Links

Healthcare.gov

Browse and enroll in Marketplace plans, and check subsidy eligibility. Visit →

Medicare.gov Plan Finder

Compare Medicare Advantage and Part D plans in your area. Visit →

IRS HSA Limits

Current contribution limits for Health Savings Accounts. Visit →

Questions? We're here to help.