Broker Form Library

Everything you need to quote, enroll and get appointed

Protect Plans Checklists


Expense Review

Enrollment Forms

Broker Forms

Required only with first case submittal.
The Insurgency Benefits sales agreement is available from your general agent or by email at Sales@ProtectPlans.Info.

Important Notice

Do not cancel current coverage until written approval is received from the Underwriter.

The cost of The Protect Plans quoted to a group are based on the information provided to the underwriters at the time the proposal is generated and are subject to change. Actual costs and eligibility are based on information provided during enrollment. The issuance of a proposal does not guarantee a group will be accepted for coverage. All questions on the enrollment forms must be fully and accurately answered. Otherwise rates may be modified and stop-loss coverage for members making mistatements may be rescinded. This means the plan sponsor (the employer) is responsible for these claims. Until written approval is provided to the employer by the underwriter, do not cancel existing coverage.

Personal attention is given to each client’s set-up in the various systems. This can take longer than with fully-insured plans.  We strongly encourage submitting enrollment forms prior to the desired effective date.


Strategic Underwriting Solutions’ team of professional and proven underwriters assures fair pricing and their relationship with leading stop-loss carriers results in a seamless experience for you and your clients. With over two decades of experience in self-funded underwriting, SUS is considered one of the nation’s elite employee benefit risk assessment companies.

(In California SUS does business as Strategic & Innovative Insurance Solutions, LLC)