Request a proposal from Advantica

We’re dedicated to making it easy for you to do business with us, so you can submit your proposal requests via email or fax to the information below. You can also contact one of our Advantica sales executives or account managers directly to assist you in getting started with this process.

To request a proposal, please submit all required information and materials to the contact numbers/email below.

Phone: 866.354.2020
Fax:     727.712.2200
Email:  info@advanticabenefits.com

In addition, licensed agents must be appointed to sell our products.

We want to provide you with the most competitive group proposal possible, so we will need as much information regarding your group prospect as you can provide us, including:

Employer Group Information

  • Client group name
  • Company Address
  • Standard Industry Classification (SIC) Code – if known
  • Copy of the current plan designs, rates and renewal rates
  • Employee Census (Text or Excel layout)
  • Claims Experience (required for dental groups over 100 eligible employees, and vision groups over 250 eligible employees)

Licensed Agent Information

  • Agency Name
  • Agent/Producer Name
  • RFP Manager or Account Manager Name
  • Agency Address
  • Phone Number
  • Email Address

For additional information regarding employer group sales, click here.