No DE 9C Promotion Promotions/Guidelines

Quarterly Wage Report/DE 9C not required for:




Groups of 6+ enrolled with prior coverage


Anthem Blue Cross


Groups of 6+ enrolled through 9/15/2020 effective dates

Copy of last month’s prior carrier bill is required for all products selected

Excludes virgin groups

New groups without prior coverage will need to submit DE9C or payroll records

Payroll records are required for employees not listed on the prior carrier bill

Blue Shield of California


Groups of 5+ enrolled with no end date

Copy of the Prior Carrier Bill required

Start-up groups, virgin groups, groups with both union and nonunion employees, and groups leaving a PEO are not eligible

Completed Attestation Form is required

Payroll will be required for eligible employees that are not listed on the group medical bill and a W-4 may be required for new hires

Underwriting reserves the right to request the wage and tax information (DE9C, payroll) whenever necessary to determine eligibility




Groups of 10+ medically enrolling employees

The most recent prior carrier bill is required

Groups with a variance of less than 10% between number of employees enrolling and number of employees on the prior carrier bill qualify

Virgin Groups are not eligible

Groups with a lapse of coverage of more than 3 months are not eligible

Health Net

HMO Package through 9/30/20

Quarterly Wage Report/DE9C not required for groups of 6+ enrolled through 9/30/20

6+ enrolled required. No further participation requirement

Participation Attestation Form, Prior Carrier Bill and Waivers are not required

Virgin Groups are eligible

The HMO package is separate from the Enhanced Choice A and B packages

Mix and Match any plans from the HMO networks

HSP and PPO plans do not qualify for this promotion


Kaiser Permanente


Quarterly Wage Report/DE9C not required for 6 or more enrolled with no end date

Business Documentation required (example: business license/SOI)

Start Up groups and groups leaving a PEO do not qualify for this promotion



Groups of 10+ eligible employees

Completed and Signed Participation Certification Form is required


This guide has been created as a quick reference and does not replace the full underwriting guidelines published by each carrier
Please refer to the carrier guidelines for additional information

How Much Can You Earn as an Insurance Broker?

Find out what you can be earning as an insurance agent in our handy, up-to-date salary guide. Produced by our in-house experts, this resource is bound to help you in advancing your career.

Word & Brown Salary Guide