Quoting and Sold Checklists

• Michigan Small Business 1-50 Quoting & Installation Checklist

• 51-99 Checklist

• 1099 Form
• Binder Check Cover Sheet
• Cobra Implementation Checklist
• Cobra Participant Guide
• Common Law Employee Attestation
• Common Ownership Form
• Direct Debit Form
• FTE Group Size Survey 2020
• Member Level Census (Excel)
• Participation Floor Certification
• Parties Scope
• PEO Questionnaire
• Prime New Business Enrollment (Excel)
• Product Selection Form
• Religious Exemption Form
• Tax Document Guide
• Written Assurance Form