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Underwriting

  • Underwriting

Your Latest Underwriting Updates (California)

/ Meyre Sizemore

Here are the latest Underwriting updates from our carrier partners (last updated June 17, 2020): No DE 9C Promotion Participation and Alongside Valid Waivers Start-up Groups PEO Guidelines Husband &...
  • Underwriting

Updated Participation Guide for Vision Coverage

/ Heather Jung

Word & Brown has published a new California Vision Participation Guide for brokers interested in the carrier and third party administrator (TPA) guidelines for employer-sponsored and voluntary Vision coverage. The...
  • Underwriting

California Special Open Enrollment Window

/ Heather Jung

Aetna Guideline: Must be the sole carrier confirmed by an attestation form Must be complete at submission with all requirements in by 12/15 midnight – no exceptions Recertification at renewal:...
  • Underwriting

Ancillary – Length of Time in Business Requirements

/ Heather Jung

Aetna Dental: Start-Ups are eligible with minimum 2 weeks of consecutive payroll Vision: No special requirements Life: Not offered Disability (STD, LTD): Not offered   Anthem Blue Cross Dental: Start...
  • Underwriting

Husband & Wife Groups

/ Meyre Sizemore

Aetna Will the carrier write a Husband & Wife Group? No. Husband & Wife groups are not eligible for coverage   Anthem BlueCross Will the carrier write a Husband &...
  • Underwriting

Cannabis Industry Carrier Acceptance

/ Heather Jung

Aetna Yes Group needs to meet all eligibility and participation requirements Due to the nature of business, personal checks are acceptable in lieu of business check Cashier’s checks with PSUID...
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