Broker Information
Deliver unparalleled service to your clientele with easy-to-use financial management tools, plan overviews and communications platforms.
- Claim Status
- Explanation of Benefits
- Benefits at a Glance
- Forms and Plan Documents
- Request an ID Card
- Employee Details and Account Balances
- Account Activity and Claim History
- Reports
- Claims Reimbursement Requests
What do I need to obtain a quote?
- Group Demographics (Name, Address, Nature of Business/SIC code)
- Census (Including Date of Birth, Gender, Type of Coverage and Zip Code)
- Schedule of Current Benefits
- 2-3 Years of Monthly Paid Claims and Enrollment (if available)
- Current and Renewal Rates
- 2-3 Years of Large Claims Report (if available)
- If currently self-funded:
- Specific Deductible
- Contract Type
- PPO Network