Trustmark Quoting & Enrollment Process

 


Trustmark’s Express Connect Enrollment Material Includes:

  • Express Connect calls completed prior to the effective date
  • Completed and signed version of Trustmark specific forms
  • Copy of the group’s sold proposal
  • Completed version of the Trustmark specific Enrollment Census
  • Most recently filed quarterly wage & tax + payroll for any employee not listed
  • Copy of the group’s most recent prior carrier bill

How Resource Brokerage makes the enrollment process easier for you:

  • Once you have the enrollment material completed to the best of your and your client’s ability, we will look over the paperwork and let you know if anything additional will be needed prior to submission.
  • After submission of the enrollment material to the carrier, we will send over the Welcome Letter to you and the Temp IDs upon request.
  • Once the group is inforce and active with the carrier, we will handle servicing of the group with you. We are here for you every step of the way!