Review Info: In order for us to review your plan, we will need the following information to get a sense of the coverage and the cost:
- Copy of your current Benefits Booklet - this shows us the coverage on the plan
- Copy of your last 2 Renewals - this provides an idea of the group's experience and utilization
- Copy of a current billing statement - this lets us see how the group's demographics have changed from the renewal
Our broker will reach out to you for this information and can explain in detail what we need to review the plan. They can also answer any questions you may have. If you would like us to get the information directly from your current carrier, we can explain the Agent of Record or AOR process, where we approach the insurance company directly.
Marketing Info: We’ll help you gather the info needed to take your plan to market for competitive quotes. For most carriers we will need the following information:
- Copy of your current Benefits Booklet - this shows the plan's coverage
- Copy of your last 3 Renewals - this provides an idea of the group's experience and utilization
- Copy of a current billing statement - this lets us see how the group's demographics have changed from the renewal and the current members on the plan
- Census sheet - breakdown of current staff and their demographics
Our broker will reach out to you for this information and can explain in detail what we need to market the plan. We can provide templates for the Census sheet if required. If you would like us to get the information directly from your current carrier, we can explain the Agent of Record or AOR process, where we approach the insurance company directly.