Another Newbie Group Question

Mar 20, 2007

  1. Krono
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    Krono Super Genius

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    In the past I sold individual policies, now I have 3 small groups (less than 12 employees) that want a group quote. Not being totally familiar w/group, what are the steps?

    1: Census
    2: Discuss plans w/customer that suit their needs
    3: Quote
    4: Customer decides which plan to go with
    5: Fill out employer app and employee apps
    6: Collect check
    7: Submit to Carrier

    Is this accurate? What am I leaving out?

    Thanks in advance.
     
    Krono, Mar 20, 2007
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  2. Sam
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    Sam Founder Administrator

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    It really depends on your state and the company. The census requirements will vary, as will the need to actually collect a check. however, that is the basic gist of it.
     
    Sam, Mar 20, 2007
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  3. Krono
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    Krono Super Genius

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    Appreciate the info. I'm just so thankful to have 3 potential clients!

    Does anyone have a good census form I can use? I could use one by unicare or one of the other carriers, but I think I would prefer to have a general one.

    Thanks
     
    Krono, Mar 20, 2007
    #3
  4. johnrocks
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    johnrocks Guru

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    I don't pretent to know anything about group but I heard Nippon Insurance which is the largest insurer in Asia(from my understanding) is trying to make a push here maybe there guidelines are more flexable.
     
  5. Sam
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    Sam Founder Administrator

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    I can send you mine, but Bob has one somewhere in one of these posts that really gets down to the details.
     
    Sam, Mar 20, 2007
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  6. Krono
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    Krono Super Genius

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    I've searched and can't seem to find it...do you have a link for it?
     
    Krono, Mar 20, 2007
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