RM1239 Transportation Inc

Client Landing

Marsh Fleet-ACH

Options Plus MEC

Delta Dental with VSP Vision

Enroll in GenPro under Marsh ACH and put "RM1239" in the occupation field.-Put "ACH" in OP Case Code

Collect bank account information in Ameriworks for VB and on the sheet for OP

American National: CI, DI, HI, Life, and Accident

There are two employees, Trevor Wells and Keaton Postell, who have coverage currently paid for by the owner that is going away on December 1. If they go with this plan, they will need to pay for it via ACH.