Coordinator Assistance

  • Coordinator Assistance

    Let's Get Started!
  • New/Existing*
  • Broker/Direct*

  • Coordinator Assistance

    Client / Enrollment Basics (Page 2/5)
  • Primary Enrollment Type*
  • Enrollment Platform*
  • Insurance Products*

  • No Paid PoPs programs are available, due to # of Employees.

  • Paid PoPs Programs*
  • Complimentary PoPs Programs*

  • Coordinator Assistance

    Client / Enrollment Basics (Page 2/5)
  •  - -
  • Pay Periods*
  •  - -
  •  - -
  •  - -
  •  - -

  • Coordinator Assistance

    Core Benefits (Page 3/5)
  • Do they offer Health Insurance?*
  • Are we enrolling their health?*
  • Is the Health Pre-Tax?*
  • Do they offer an HSA?*

  • Coordinator Assistance

    Enrollment Conditions (Page 4/5)
  • Enrollment Marketing
  • 1x1 Follow-Up Type*
  • Will we have the WiFi Password?*

  • Coordinator Assistance

    Product Specifics (Page 5/5)

  • Accident

  • Accident Level
  • Accident Coverage Type
  • Accident Wellbeing Assistance*
  • Accident Section-125
  • Accident Riders

  • Cancer

  • Cancer Level
  • Cancer Riders
  • Cancer Section-125

  • Critical Illness

  • Critical Illness Coverage
  • Critical Illness Section-125
  • Critical Illness Plan Design
  • Wellbeing Assistance

  • Dental

  • Dental Level
  • Dental Waiting Period
  • Dental Riders
  • Dental Section-125

  • Disability (Short-Term)

  • Short-Term Disability Type
  • Short-Term Disability Section-125
  • Short-Term Disability Benefit Periods
  • Short-Term Disability Elimination Periods

  • Individual Medical Bridge

  • Medical Bridge Plan Design (Max 2)
  • Medical Bridge Hospital Confinement
  • Medical Bridge Health Screening
  • Medical Bridge Outpatient Surgery
  • Medical Bridge Riders
  • Medical Bridge Section-125

  • Life Insurance

  • Life Insurance Type
  • Rows

  • Group Policies (10+ Employees)

  • Colonial Life Group Products
  • Unum Group Products
  • Should be Empty: