The Insurance Broker Blog

Broker Kick Starter Guide Sales Goal Tracker

California

  • 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...
  • Underwriting

New Participation Guide for Dental

/ Heather Jung

As part of our continuing commitment to help you write more Dental business, we’ve developed a new California Dental Participation Guide. It summaries carrier and third party administrator (TPA) guidelines...
  • Word & Brown News

Word & Brown President Jessica Word Joins CalChamber Board of...

/ Heather Jung

Word & Brown General Agency announced today that its president, Jessica Word, has joined the Board of Directors at the California Chamber of Commerce (CalChamber), the largest broad-based business to...
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