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Published bySolomon Pearson Modified over 9 years ago
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Allied™ Funding Advantage Advanced Alternative Funding Training
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What Makes the Plan Successful Proposals Claim Fund Stop Loss Policy Enrolling a Group
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KEY POINTS FOR THE PLAN Contained Risk – Employer protection Stabilized Cash Flow Pre-packaged Plan – All in One Claim Fund Savings
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Healthy Risk Pool Smart Health Care Consumption –Good Plan Design –Follow the Money Participation Commitment
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Proposal Ease of Presentation
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Annual Cost Summary –Claim Fund –Stop Loss –Admin & Sales Maximum Costs Expected Costs
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Monthly Costs –Composite Rates –Cost Breakdown
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ERISA Benefit Plans Available: Premium Advantage Plans HSA Qualified Plans Indemnity Freedom
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Accounting – Fully Insured vs Alternative Funding Reporting –Monthly Accounting –Quarterly Utilization
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12/21 – 9-month Run-Out No Additional Fees Claim Fund Refund
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Plan Year Specific Stop Loss Aggregate Stop Loss –Accommodation –Early Termination –Minimum Aggregate Deductible
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Employer Enrollment Changes COBRA Employer Directed Claims Payments
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For Groups of 10 to 99 Medically Underwritten –Medical Enrollment Form –<50 – Traditional –50+ – Simplified Prescreens for Quotes
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Submission Requirements –Final Proposal –Employer App –Employee Enrollment Forms & Waivers –Current & Renewal Rates –Quarterly Tax/Wage Report –Employer’s First Payment ENROLLMENT & UNDERWRITING
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The RIGHT Benefits. The RIGHT Price. GET YOUR ADVANTAGE TODAY! Phone: 888-767-7133 Fax: 913-945-4396 Quote Email: sales@alliednational.com Website: www.alliednational.com
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