Forms and Marketing Resources

Carrier Forms to Market, Manage, & Sell.

For specific form requests or special marketing requests, Contact us.

Dental & Vision coverage for small groups.
Enrollment forms & Group Applications
Rate brochures and estimating tool for benefits.

Group Dental & Vision coverage. 
Forms, Enrollment information,
& resources to support your clients.

GROUP DENTAL, VISION, LIFE, STD/LTD, Critical Illness
Benefits information for Dental, Vision, 
Life, Std/Ltd, & Critical Illness Benefits.
Links to webinars, EB360 links and information,
and census upload documents/directions.

Dental, Vision, & Life benefits enrollment forms,
benefits information, and client resources.

Benefit availability and benefits information.
The agent enrollment link.
Appointment paperwork.
Latest bonus incentives for  selling Short Term Medical Plans.

Dental, Hospital Insurance, Short Term Medical,  
Health Discount program, & Critical Illness

cbg|CONFIDENT Vision Enrollment Kit

Including “How to use your Vision benefit” resource sheet. Employee Vision Kit  omits Group Enrollment Forms

Carrier Appointment Forms

Complete the online appointment process in minutes by simply requesting appointment forms for carriers of your choice. 

CONFIDENT Life and Disability Product Form Information

Life and Disability forms are state specific. Contact us at (888) 327-8880 for state specific forms in your state. 

Resources to Help You Manage Your Business

A convenient collection of additional tools for your agent toolbox. 

Industry Insights

Stay up to date with industry news and trends. 

Need Help?

You’ve got questions, we’ve got answers.

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