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Q4 is here! Check out our underwriting highlights, carrier resources, and other assets designed to help you during this peak season!
Last updated: August 11, 2020
Signed and completed Conditions of Enrollment Form required
Business documentation is required
Payroll is not required at time of submission; the first 30 days of payroll is due within 45 days of the effective date
An existing group that has just hired its first W-2 employee qualifies as a Start-Up Group, including Sole Proprietors and Partnerships
Blue Shield will consider Start-Up Groups that have been in business and have employed at least one eligible common-law employee for less than six weeks
A signed and completed Start-Up Companies/Spin-Off Group Eligibility Statement will be required
W-4 forms for all W-2 employees are required
Filed owner documentation linking owner to business
5+ enrolled employees: 25% participation through 12/15/2020 effective dates
Individual coverage is a valid waiver
25% participation for off-exchange plans available to group of 5+ enrolling through the end of 2020
0% participation for groups selecting Trio only
Individual coverage is a valid waiver
Yes, for the following carriers:
-UnitedHealthcare (unless it’s an all owner group)
Check for Corporations, LLCs, and Limited Partnerships
Check when writing Aetna, Anthem Blue Cross, Blue Shield of California and Kaiser Permanente
-If the group is not active and in good standing with the state, these carriers will not write the case (includes Ancillary only for Blue Shield).
-Use this website to download the Statement of Information for Corporations and LLCs; California has revised the format of the LLC SOI to require Form LLC 12A for additional managers
Avg. underwriting turnaround
Show potential clients what they could be missing out on by customizing this checklist for you and your services.
Cover the cost of COBRA for the life of the policy and get a free Premium Only Plan document, too.
HR support when your clients need it at no cost.
Ensure clients get their preferred medical groups, doctors, and hospitals with our Integrated Provider Search tool. It saves you time upfront and on the back end – making your proposal more complete for your clients.Schedule a Demo
Get side-by-side plan comparisons showing current, renewal, and recommended alternatives. Built-in safeguards prevent errors and make it clear when a deductible applies. Plus, we offer 100% accurate quoting for Small Groups.See a snapshot
WBQuote Lite is a lighter version of WBQuote and perfect for quoting on the go or making on-the-fly changes with clients, like census updates.Sign in and Quote
API integration makes it easy for you to go from quote to online enrollment with just one click. Partners like Ease offer your clients a better way to manage employee benefits online.See it in action
Give your clients and their employees free access to Medical ID Card info on their smartphones when their coverage begins.* Easily add Dental, Vision, and other coverage or book a “house call” using Heal.com.Learn More
We’ll help you get into – and conquer – the Large Group market. We offer the carriers clients want, a simplified RFP process, customized presentations, value-added extras, and presentation assistance to close the deal.Tap into our pros
We have the in-house expertise you need to expand your Individual & Family Plan (IFP) sales, whether you have questions about Health Insurance, Qualifying Life Events, Medicare Supplements, or anything else.Learn More
We’ll help you stay up to date on health care reform with our Compliance Resource Center, where you’ll find tools to help clients understand their options to make the right decisions.Visit Center Now
*Immediate proof of insurance is available 24-48 hours after group case installation is approved for coverage issued by Aetna, Anthem Blue Cross, Blue Shield of California, and Health Net.(Available only in California.)
A member of our team will reach out to you with an answer as soon as possible.