FORMS & DOCUMENTS
Please note that in order to open the following documents, you will either need an Excel Viewer OR Adobe Acrobat Reader.
If you do not have the proper application to view the documents, please see the links on the side to download the appropriate
application.
Excel Documents
- MGA Census Data (Download Preview)
- MGA - Quote Checklist (Download)
IMPORTANT:
Please do not modify this document, as it has been formatted to work exclusively with our system for importing employee information. It is imperative
that you advise any future clients you ask to complete this form of this request. This is how we received it from our provider and not even we can
make any changes to it.
- Some things to note:
- If the client is unsure about what information is being requested, they can hover their cursor over the heading and it will give further detail on how to complete the specific column
- “CSST” refers to WSIB or Workman’s Comp – the software was created in Quebec and this is their term for it
- “Module #” column should be ignored – that is an internal assignment within MGA
PDF Documents
- Request For Proposal (Download Preview)
IMPORTANT:
Please note that you can type directly onto the form, however you will not be able to save or email the form unless you have the full version of Adobe Acrobat installed on your computer.
CARRIER RELATED FORMS
Looking for more information? Here you can download a series of files for your needs. You'll find information on products, administration forms, claim forms, and documents related to industry trends.