Mile$tone Prep Program

Phase 3 - Days 3 - 4

Quoting - Part 1:

Option C:

  • Keep Premier Choice Sickness & Accident as Plan 1

  • Lowest Quote Range you gave them

  • Wellness Plan 1

  • Remove all but Association and make that a Pearl (even if you gave them the range with no association) 

Option B:

  • Keep Premier Choice Sickness & Accident as Plan 1

  • Wellness Plan 2

  • Accident Protector $2,500/$100 deductible (On ALL applicants)

  • Lowest MedGuard if is $20 or $25 (On ONLY adults, no children)

  • Income Protector $500, 3 months, 30 days

  • Association Sapphire

Option A:​

  • Keep Premier Choice Sickness & Accident as Plan 1

  • Wellness Plan 3

  • Accident Protector $5,000/$250 deductible (On ALL applicants)

  • MedGuard if it is $25 or $30 (On ONLY adults, no children)

  • Keep Income Protector the same

  • Secure Dental Saver - for INDIVIDUALS ONLY

    • Dental Benefits Providers - National Options PPO 30 if they have that, then Dentemax PPO 2nd choice. If there is only Careington PPO then I just keep that.

  • Premier Vision on everyone except children under 5

  • Association Diamond

Option Dental and Vision

  • Dental Saver for the Individual add the separate price listed in ez-app

  • Dental Saver for the whole family add the price and REMOVE (included in Option A)

  • Vision - add the separate price listed in ez-app​ 

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Quote emails - do NOT send these until you get approval from Cory. Thank you!