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Broker News | September 2016 | Vol. 11 No. 10
Broker News | September 2016 | Vol. 11 No. 10

New Annual Group Information Form Web Tool is Now Live!

The new online option to complete the Annual Group Information Form was launched on September 12. The tool is similar to the paper form, but eliminates unnecessary questions that are not tailored to the group.

NOTE: During the week of September 26 we will be sending letters to groups renewing on December 1 or January 1, requesting their Annual Group Information Form.

We have scheduled two webinars to demonstrate the use of this new web tool.

To access the seminar, click the webinar link and enter meeting number below:

Wednesday, September 28
2:00 p.m. – 4:00 p.m. 

Webinar Link
Meeting number: 598 537 195

Tuesday, October 11
2:00 p.m. – 4:00 p.m. 

Webinar Link
Meeting number: 593 031 040

You can also join by phone at 1-855-852-7677 (Access code: 2384599).

Our team is more than happy to demonstrate the tool to anyone who may not be able to attend either of these dates.  If you would like to schedule a demonstration with us, whether in person or online, contact Adam Mutch at (585) 327-7504 or Dina Bardos at (585) 238-4240. They can also be reached by email at adam.mutch@excellus.com or dina.bardos@excellus.com .

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