Get Started
1
Complete our
Basic Information Form
The first step in partnering with Patriot is to provide us with the basic information about you and your organization. This will allow us to get in touch with you and set a time for the initial benefits discussion.
2
Upload Required Documents
To start the process, we need three types of information. Providing these documents will allow us to hit the ground running.
Current Employee Census: Any quotes for new carriers will be based on actual enrollment, so it is important the census is as accurate as possible.
Benefit Summaries: These help us to understanding your current offerings and are required by most carriers.
Renewal document (with current and new rates) - or - invoices along with the renewal rates. Some carriers will require the renewal.
Please send these documents to interested@PBSNE.com or to our Secure Fax Line: 508-983-7831.
3
You’re All Set!
If you’ve completed the Basic Information Form and sent the required documents, congratulations! You’re well on your way to a better benefits experience for your organization.
We will reach out to you shortly confirming your submission and outlining next steps. We look forward to speaking with you soon and can’t wait to have you onboard!
