Broker & Employer RFP Intake

Request a Guardian360 Quote

Submit basic group details to begin a Guardian360 review. Census files and underwriting materials should move through a secure upload process.

Who should use this page?

Brokers, general agents, and employer groups can start the quote/RFP process here.

Brokers

Submit a group for preliminary review or full RFP response.

General Agents

Route Guardian360 opportunities with group size, timing, and quote type.

Employers

Start the process and include broker information when applicable.

What we need for a Guardian360 quote

A census with ZIP codes is the minimum starting point. A complete underwriting package creates a stronger proposal.

Security Notice: Do not enter or upload PHI on this public page. Use the secure Loomis upload process for PHI/ePHI.

Minimum

  • Census with ZIP codes
  • Requested effective date
  • Eligible/enrolled lives

Preferred

  • Plan designs/SBCs
  • Renewal rates
  • Claims experience

Supporting

  • Large claimant report
  • Trigger diagnosis report
  • Rx experience

Guardian360 Quote Request Form

Complete the fields below to begin the quote/RFP process.

Quote request ready for submission.
This demo form is ready for Loomis IT to connect to the approved endpoint.
1. Submitter Information
2. Group Information
3. Quote Type Requested
4. Secure File Submission

Upload census and underwriting files securely

Do not attach files to this public form. Use the approved Loomis secure upload process for census, claims, diagnosis, or Rx data.

Secure Upload
5. Notes
PHI acknowledgment: By submitting this form, you acknowledge this page should not be used to submit protected health information.

What happens next?

The process keeps the request simple while protecting sensitive information.

Request Received

Non-PHI intake details are received.

Secure Upload

Underwriting files move securely.

Initial Review

The team checks completeness.

Proposal

Options are reviewed.

Follow-Up

Next steps are coordinated.