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TechStart Inc
Received Mar 3, 2026 at 2:20 PM
65%
Complete
Overview
Group Size
45 employees
Covered Lives
89
Industry
Technology
SIC Code
7372
Plan Type
self funded
Effective Date
2026-04-01
Specific Deductible
$25,000
Aggregate Deductible
$50,000
Documents
📊
Census_Data.xlsx
178 KB • Uploaded 2:21 PM
📄
Current_Policy.pdf
654 KB • Uploaded 2:21 PM
📄
Claims_12Mo.pdf
945 KB • Uploaded 2:21 PM
Checklist Validation
10 of 10 items
census
Group Census with DOB/ZipRequired
claims
24-Month Claims HistoryRequired
Large Claimant Report ($25K+)Required
Case Management Notes
Pharmacy Claims Data
plan design
Specific Deductible RequestedRequired
Aggregate Deductible RequestedRequired
Plan Design Document (SPD)Required
current policy
Current Stop-Loss PolicyRequired
other
Industry/SIC CodeRequired
Missing Items
- •Large claimant report
- •Pharmacy claims data
Broker Information
Name
Mike Chen
mike.tech@digital-brokers.com
Extracted Data
current Carrier
Voya
current Premium
$320,000
loss Ratio
68%