Plan Design Questionnaire - 1 Group Prepaid Legal Insurance Services (rebid)

Transcription

1 Group Prepaid Legal Insurance Services (rebid) Proposer Services Available Services Available Services Available Out-of-Network Benefit Available Additional Services Proposed Cynanotary LLC (LegalShield) 25/25 22/25 26/26 23/26 25/25 14/25 26/26 16/26 Hyatt Legal Plans of FL, Inc. (MetLife) 23/25 23/25 24/26 24/26 18/25 19/25 23/26 23/26 Pre-Paid Legal Service, Inc. (d.b.a. LegalShield) 21/25 21/25 23/26 23/26 18/25 18/25 00/26 00/26 U.S. Legal Services, Inc. 25/25 25/25 26/26 26/26 25/25 25/25 26/26 26/26 Legal Service Categories Requested: Consumer-Seller 3. of Wills, Living Wills, Durable Power of Attorney, & Simple Trusts 4. Estate Planning 5. Civil Actions as Plaintiff 6. Civil Actions as Defendant 7. Adoptions 8. Real Estate Transactions 9. Insurance Law 10. Landlord/Tenant Law 11. Traffic 12. of Legal s 13. Change of Name 14. Estate Administration 15. Defense of Juveniles 16. Family Law 17. Criminal 18. Guardianship 19. Contingency Fee 20. Bankruptcy 21. Immigration (E.g.: Visa Extensions, Naturalization, Deportation, etc.) 22. Business Law 23. All Other Legal Matters 24. Identity Theft 25. Financial and Tax Planning 26. IRS Audit Page 1 of 9

2 DPX Form Supplier Response Form Group Prepaid Legal Insurance (rebid) Company Name: CYNANOTARY, LLC Legal Service / Bi / / Consumer-Seller Bi Bi / / / Out-ofNetwork Benefit Is this service / Bi / 5. Civil Actions as Plaintiff 6. Civil Actions as Defendant 7. Adoptions 8. Real Estate Transactions 9. Insurance Law 10. Landlord/Tenant Law 11. Traffic 12. of Legal s 13. Change of Name 14. Estate Administration 15. Defense of Juveniles 16. Family Law 17. Criminal 18. Guardianship 19. Contingency Fee 20. Bankruptcy 23. All Other Legal Matters 24. Identity Theft 25. Financial and Tax Planning 26. IRS Audit 3. of Wills, Living Wills, Durable Power of Attorney, & Simple Trusts 4. Estate Planning 21. Immigration (E.g.: Visa Extensions, Naturalization, Deportation, etc.) 22. Business Law 27. Criminal Traffic n-drug or Alcohol) Page 2 of 9 3a_Fillable_PlanDesignQuestionnaire htm[4/20/ :06:26 PM]

3 DPX Form 28. Drivers License Reinstatement /7 Emergency Access 30. Matters Relating to Patents 31. Matters Relating to Copyrights 32. Domestic Violence 33. Garnishment 34. Mobile App 35. Legal Forms Include any extra additional services offered (over #35) in a separate document PROPOSER is asked to provide a Certificate of Insurance or Benefit Design Summary describing the level of coverage for the services listed above; and highlight any enhancements, limitations, exclusions, or other conditions of coverage. enter your password below and click Save to update your response. be aware that typing in your password acts as your electronic signature, which is just as legal and binding as an original signature. (See Electronic Signatures in Global and National Commerce Act for more information.) To take exception: 1) Click Take Exception. 2) Create a Word document detailing your exceptions. 3) Upload exceptions as an attachment to your offer on BidSync's system. By completing this form, your bid has not yet been submitted. click on the place offer button to finish filling out your bid. Username cynanotary Password * Save Take Exception Close * Required fields Page 3 of 9 3a_Fillable_PlanDesignQuestionnaire htm[4/20/ :06:26 PM]

4 Group Prepaid Legal Insurance (rebid) Company Name: Hyatt Legal Plans of Florida, Inc. Legal Service / / / 3a_Fillable_PlanDesignQuestionnaire htm[4/20/ :06:55 PM] / / / Out-of- Network Benefit Is this service / / Consumer- Seller 3. of Wills, Living Wills, Durable Power of Attorney, & Simple Trusts 4. Estate Planning 5. Civil Actions as Plaintiff 6. Civil Actions as Defendant 7. Adoptions 8. Real Estate Transactions 9. Insurance Law 10. Landlord/Tenant Law 11. Traffic 12. of Legal i s 13. Change of Name 14. Estate Administration 15. Defense of Juveniles 16. Family Law 17. Criminal 18. Guardianship 19. Contingency Fee 20. Bankruptcy Page 4 of 9

5 21. Immigration (E.g.: Visa Extensions, Naturalization, Deportation, etc.) 22. Business Law 23. All Other Legal Matters 24. Identity Theft 25. Financial and Tax Planning 26. IRS Audit 27. Administrative Hearings 28. Affidavit & Promissory te 29. Boundary Title Disputes 30. Debt Collection Defense 31. Deeds & Mortgages 32. Personal Property 33. Restoration of Driving Privileges 34. Premarital Agreement 35. Property Tax Assessment Include any extra additional services offered (over #35) in a separate document PROPOSER is asked to provide a Certificate of Insurance or Benefit Design Summary describing the level of coverage for the services listed above; and highlight any enhancements, limitations, exclusions, or other conditions of coverage. Page 5 of 9 3a_Fillable_PlanDesignQuestionnaire htm[4/20/ :06:55 PM]

6 Group Prepaid Legal Insurance (rebid) Company Name: Pre-Paid Legal Services, Inc. of Florida Legal Service / / / 3a_Fillable_PlanDesignQuestionnaire htm[4/20/ :07:27 PM] / / / Out-of- Network Benefit Is this service / / 1. N/A N/A 2. Consumer- Seller N/A N/A 3. of Wills, Living Wills, Durable Power of N/A N/A Attorney, & Simple Trusts 4. Estate Planning N/A N/A 5. Civil Actions as Plaintiff N/A N/A 6. Civil Actions as Defendant N/A N/A 7. Adoptions N/A N/A 8. Real Estate Transactions N/A N/A 9. Insurance Law N/A N/A 10. Landlord/Tenant Law N/A N/A 11. Traffic N/A N/A 12. of Legal N/A N/A s 13. Change of Name N/A N/A 14. Estate Administration N/A N/A 15. Defense of Juveniles N/A N/A 16. Family Law N/A N/A 17. Criminal N/A N/A 18. Guardianship N/A N/A 19. Contingency Fee N/A N/A 20. Bankruptcy N/A N/A 21. Immigration Page 6 of 9

7 (E.g.: Visa Extensions, Naturalization, N/A N/A Deportation, etc.) 22. Business Law N/A N/A 23. All Other Legal Matters N/A N/A 24. Identity Theft N/A N/A 25. Financial and Tax Planning N/A N/A 26. IRS Audit N/A N/A Include any extra additional services offered (over #35) in a separate document PROPOSER is asked to provide a Certificate of Insurance or Benefit Design Summary describing the level of coverage for the services listed above; and highlight any enhancements, limitations, exclusions, or other conditions of coverage. Page 7 of 9 3a_Fillable_PlanDesignQuestionnaire htm[4/20/ :07:27 PM]

8 Group Prepaid Legal Insurance (rebid) Company Name: U.S. Legal Services, Inc. Legal Service / / / 3a_Fillable_PlanDesignQuestionnaire htm[4/20/ :07:42 PM] / / / Out-of- Network Benefit Is this service / / Consumer- Seller 3. of Wills, Living Wills, Durable Power of Attorney, & Simple Trusts 4. Estate Planning 5. Civil Actions as Plaintiff 6. Civil Actions as Defendant 7. Adoptions 8. Real Estate Transactions 9. Insurance Law 10. Landlord/Tenant Law 11. Traffic 12. of Legal s 13. Change of Name 14. Estate Administration 15. Defense of Juveniles 16. Family Law 17. Criminal 18. Guardianship 19. Contingency Fee 20. Bankruptcy 21. Immigration Page 8 of 9

9 (E.g.: Visa Extensions, Naturalization, Deportation, etc.) 22. Business Law 23. All Other Legal Matters 24. Identity Theft 25. Financial and Tax Planning 26. IRS Audit USLEGAL Include any extra additional services offered (over #35) in a separate document PROPOSER is asked to provide a Certificate of Insurance or Benefit Design Summary describing the level of coverage for the services listed above; and highlight any enhancements, limitations, exclusions, or other conditions of coverage. Page 9 of 9 3a_Fillable_PlanDesignQuestionnaire htm[4/20/ :07:42 PM]