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Online Proposal Data Entry
?Employer Name:  
?Employer Contact:  
?Employer Contact Email:  
?Agent Name:  
?Agency Name:  
Choose your BASIC Benefits Consultant:  
   
?Current Plan Name:  
?Total Monthly Premium Current: $
?HDHP Name:  
?Total Monthly Premium HDHP: $
     
Percent of Current Premium Paid by Employer: %
Percent of HDHP Premium Paid by Employer: %
?Total Number of Employees:  
?Estimated Number of HSA Participants:  
     
?Number Singles:  
?Number Families:  
     
HDHP Plan Deductibles
?Single: $
(must be >= $1100)
?Family: $
(must be >= $2200)
     
Estimated Employer HSA Contribution 1st Year
?Single: %
?Family: %
     
HSA Pricing
?PEPM: $ 3.35
   
?Plan Year:  
   
?Capped monthly value of Employer HDHP premium and Contribution amount: $
HSA Audit Protection
?Number Audit Protection Kits estimated at $60 per kit.
(optional - see help screen for details):
?Percent employer will pay for each kit: %
   
?Estimated Premium Increase by Percentage 1st Year 2nd Year 3rd Year 4th Year
?HDHP % % % %
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