Meridio Guides

Client Landing

41b339cf-827f-4766-b0dc-6683248b426a

Client Landing

b924892b-6c0d-4f9b-8fae-b642ea0bce34

Client Landing

ACH or CC B2B

Options Plus MEC (SMBA carrier)

Delta Dental with VSP Vision through Options Plus

Open appointment and copy and paste "Rollbot" field into a new browser. Client information will pre-populate based on the appointment.

Script\
Walkthrough benefit options and click the associated level desired.\
Finish and Review\
Enter ACH or CC info.

https://drive.google.com/file/d/1eSLKV1Gqx6ubZbbWswLVqDnbwkv7955v/view?usp=sharing

Covered Preventative Services

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*** If enrollment is on or before the 15th select first of the following month for the effective date. If the enrollment is past the 15th, select the month after the first of the following. Advise the applicant that the payment will be taken today, then again on the 16th of the effective month.

Client Landing

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Client Landing

Marsh Fleet

Falcon – Genesis Pro – ACH-use "MFRSNM" for OP Case Code

MEC: Options Plus

Delta Dental with VSP Vision

Term Life: American National

Hospital Indemnity: American National

Critical Illness: American National

Disability: American National

Accident: American National

People

Marsh Fleet small business client

Highlights

ACH

Client Landing

Marsh Fleet

Falcon – Genesis Pro – Payroll Deduction (No Contribution)-use "MFPACM" for OP Case Code

MEC: Options Plus

Delta Dental with VSP Vision

Term Life: American National

Hospital Indemnity: American National

Critical Illness: American National

Disability: American National

Accident: American National

People

Marsh Fleet small business client

Highlights

PAYROLL No Contribution

Client Landing

Test Test Test

ACH or CC B2B

Options Plus MEC

Delta Dental with VSP Vision

Open appointment and copy and paste "Rollbot" field into a new browser. Client information will pre-populate based on the appointment.

Script\
Walkthrough benefit options and click the associated level desired.\
Finish and Review\
Enter ACH or CC info.

https://drive.google.com/file/d/1eSLKV1Gqx6ubZbbWswLVqDnbwkv7955v/view?usp=sharing

\
*** If enrollment is on or before the 15th select first of the following month for the effective date. If the enrollment is past the 15th, select the month after the first of the following. Advise the applicant that the payment will be taken today, then again on the 16th of the effective month.

Client Landing

Marsh Fleet

Falcon – Genesis Pro – ACH-use "MFRSM" for OP Case Code

MEC: Options Plus

Delta Dental with VSP Vision

Term Life: American National

Hospital Indemnity: American National

Critical Illness: American National

Disability: American National

Accident: American National

People

Marsh Fleet small business client

Highlights

ACH

Client Landing

Marsh Fleet

Falcon – Genesis Pro – ACH -use "MFRSJ" for OP Case Code

MEC: Options Plus

Delta Dental with VSP Vision

Term Life: American National

Hospital Indemnity: American National

Critical Illness: American National

Disability: American National

Accident: American National

People

Marsh Fleet small business client

Highlights

ACH

Client Landing

PSIVet-Payroll Deduction with employer contribution of ?? of employee only? (If ACH, remove payroll info)

Enroll in BMP

Five Star: Life, Accident, and Life

Vault Medical

Initial Effective date: ?

First payroll deduction date: ? for employees

Client Landing

ACH or CC B2B

Options Plus MEC (SMBA carrier)

Delta Dental with VSP Vision through Options Plus

Open appointment and copy and paste "Rollbot" field into a new browser. Client information will pre-populate based on the appointment.

Script\
Walkthrough benefit options and click the associated level desired.\
Finish and Review\
Enter ACH or CC info.

https://drive.google.com/file/d/1eSLKV1Gqx6ubZbbWswLVqDnbwkv7955v/view?usp=sharing

Covered Preventative Services

\
*** If enrollment is on or before the 15th select first of the following month for the effective date. If the enrollment is past the 15th, select the month after the first of the following. Advise the applicant that the payment will be taken today, then again on the 16th of the effective month.

Client Landing

ACH or CC B2B

Options Plus MEC (SMBA carrier)

Delta Dental with VSP Vision through Options Plus

Open appointment and copy and paste "Rollbot" field into a new browser. Client information will pre-populate based on the appointment.

Script\
Walkthrough benefit options and click the associated level desired.\
Finish and Review\
Enter ACH or CC info.

https://drive.google.com/file/d/1eSLKV1Gqx6ubZbbWswLVqDnbwkv7955v/view?usp=sharing

Covered Preventative Services

\
*** If enrollment is on or before the 15th select first of the following month for the effective date. If the enrollment is past the 15th, select the month after the first of the following. Advise the applicant that the payment will be taken today, then again on the 16th of the effective month.

Client Landing

ACH or CC B2B

Options Plus MEC (SMBA carrier)

Delta Dental with VSP Vision through Options Plus

Open appointment and copy and paste "Rollbot" field into a new browser. Client information will pre-populate based on the appointment.

Script\
Walkthrough benefit options and click the associated level desired.\
Finish and Review\
Enter ACH or CC info.

https://drive.google.com/file/d/1eSLKV1Gqx6ubZbbWswLVqDnbwkv7955v/view?usp=sharing

Covered Preventative Services

\
*** If enrollment is on or before the 15th select first of the following month for the effective date. If the enrollment is past the 15th, select the month after the first of the following. Advise the applicant that the payment will be taken today, then again on the 16th of the effective month.

Client Landing

ACH or CC B2B

Options Plus MEC (SMBA carrier)

Delta Dental with VSP Vision through Options Plus

Open appointment and copy and paste "Rollbot" field into a new browser. Client information will pre-populate based on the appointment.

Script\
Walkthrough benefit options and click the associated level desired.\
Finish and Review\
Enter ACH or CC info.

https://drive.google.com/file/d/1eSLKV1Gqx6ubZbbWswLVqDnbwkv7955v/view?usp=sharing

Covered Preventative Services

\
*** If enrollment is on or before the 15th select first of the following month for the effective date. If the enrollment is past the 15th, select the month after the first of the following. Advise the applicant that the payment will be taken today, then again on the 16th of the effective month.

Client Landing

ACH or CC B2B

Options Plus MEC (SMBA carrier)

Delta Dental with VSP Vision through Options Plus

Open appointment and copy and paste "Rollbot" field into a new browser. Client information will pre-populate based on the appointment.

Script\
Walkthrough benefit options and click the associated level desired.\
Finish and Review\
Enter ACH or CC info.

https://drive.google.com/file/d/1eSLKV1Gqx6ubZbbWswLVqDnbwkv7955v/view?usp=sharing

Covered Preventative Services

\
*** If enrollment is on or before the 15th select first of the following month for the effective date. If the enrollment is past the 15th, select the month after the first of the following. Advise the applicant that the payment will be taken today, then again on the 16th of the effective month.

Client Landing

ACH or CC B2B

Options Plus MEC (SMBA carrier)

Delta Dental with VSP Vision through Options Plus

Open appointment and copy and paste "Rollbot" field into a new browser. Client information will pre-populate based on the appointment.

Script\
Walkthrough benefit options and click the associated level desired.\
Finish and Review\
Enter ACH or CC info.

https://drive.google.com/file/d/1eSLKV1Gqx6ubZbbWswLVqDnbwkv7955v/view?usp=sharing

Covered Preventative Services

\
*** If enrollment is on or before the 15th select first of the following month for the effective date. If the enrollment is past the 15th, select the month after the first of the following. Advise the applicant that the payment will be taken today, then again on the 16th of the effective month.

Client Landing

ACH or CC B2B

Options Plus MEC (SMBA carrier)

Delta Dental with VSP Vision through Options Plus

Open appointment and copy and paste "Rollbot" field into a new browser. Client information will pre-populate based on the appointment.

Script\
Walkthrough benefit options and click the associated level desired.\
Finish and Review\
Enter ACH or CC info.

https://drive.google.com/file/d/1eSLKV1Gqx6ubZbbWswLVqDnbwkv7955v/view?usp=sharing

Covered Preventative Services

\
*** If enrollment is on or before the 15th select first of the following month for the effective date. If the enrollment is past the 15th, select the month after the first of the following. Advise the applicant that the payment will be taken today, then again on the 16th of the effective month.

Client Landing

ACH or CC B2B

Options Plus MEC (SMBA carrier)

Delta Dental with VSP Vision through Options Plus

Open appointment and copy and paste "Rollbot" field into a new browser. Client information will pre-populate based on the appointment.

Script\
Walkthrough benefit options and click the associated level desired.\
Finish and Review\
Enter ACH or CC info.

https://drive.google.com/file/d/1eSLKV1Gqx6ubZbbWswLVqDnbwkv7955v/view?usp=sharing

Covered Preventative Services

\
*** If enrollment is on or before the 15th select first of the following month for the effective date. If the enrollment is past the 15th, select the month after the first of the following. Advise the applicant that the payment will be taken today, then again on the 16th of the effective month.

Client Landing

ACH or CC B2B

Options Plus MEC (SMBA carrier)

Delta Dental with VSP Vision through Options Plus

Open appointment and copy and paste "Rollbot" field into a new browser. Client information will pre-populate based on the appointment.

Script\
Walkthrough benefit options and click the associated level desired.\
Finish and Review\
Enter ACH or CC info.

https://drive.google.com/file/d/1eSLKV1Gqx6ubZbbWswLVqDnbwkv7955v/view?usp=sharing

Covered Preventative Services

\
*** If enrollment is on or before the 15th select first of the following month for the effective date. If the enrollment is past the 15th, select the month after the first of the following. Advise the applicant that the payment will be taken today, then again on the 16th of the effective month.

Client Landing

ACH or CC B2B

Options Plus MEC (SMBA carrier)

Delta Dental with VSP Vision through Options Plus

Open appointment and copy and paste "Rollbot" field into a new browser. Client information will pre-populate based on the appointment.

Script\
Walkthrough benefit options and click the associated level desired.\
Finish and Review\
Enter ACH or CC info.

https://drive.google.com/file/d/1eSLKV1Gqx6ubZbbWswLVqDnbwkv7955v/view?usp=sharing

Covered Preventative Services

\
*** If enrollment is on or before the 15th select first of the following month for the effective date. If the enrollment is past the 15th, select the month after the first of the following. Advise the applicant that the payment will be taken today, then again on the 16th of the effective month.

Client Landing

ACH or CC B2B

Options Plus MEC (SMBA carrier)

Delta Dental with VSP Vision through Options Plus

Open appointment and copy and paste "Rollbot" field into a new browser. Client information will pre-populate based on the appointment.

Script\
Walkthrough benefit options and click the associated level desired.\
Finish and Review\
Enter ACH or CC info.

https://drive.google.com/file/d/1eSLKV1Gqx6ubZbbWswLVqDnbwkv7955v/view?usp=sharing

Covered Preventative Services

\
*** If enrollment is on or before the 15th select first of the following month for the effective date. If the enrollment is past the 15th, select the month after the first of the following. Advise the applicant that the payment will be taken today, then again on the 16th of the effective month.

Client Landing

ACH or CC B2B

Options Plus MEC (SMBA carrier)

Delta Dental with VSP Vision through Options Plus

Open appointment and copy and paste "Rollbot" field into a new browser. Client information will pre-populate based on the appointment.

Script\
Walkthrough benefit options and click the associated level desired.\
Finish and Review\
Enter ACH or CC info.

https://drive.google.com/file/d/1eSLKV1Gqx6ubZbbWswLVqDnbwkv7955v/view?usp=sharing

Covered Preventative Services

\
*** If enrollment is on or before the 15th select first of the following month for the effective date. If the enrollment is past the 15th, select the month after the first of the following. Advise the applicant that the payment will be taken today, then again on the 16th of the effective month.

Client Landing

PSIVet

Enroll in BMP-this is self pay/ACH

5 Star: Life, HI, and Accident

Vault Medical

First eff. date is 8-1-22

Client Landing

ACH or CC B2B

Options Plus MEC (SMBA carrier)

Delta Dental with VSP Vision through Options Plus

Open appointment and copy and paste "Rollbot" field into a new browser. Client information will pre-populate based on the appointment.

Script\
Walkthrough benefit options and click the associated level desired.\
Finish and Review\
Enter ACH or CC info.

https://drive.google.com/file/d/1eSLKV1Gqx6ubZbbWswLVqDnbwkv7955v/view?usp=sharing

Covered Preventative Services

\
*** If enrollment is on or before the 15th select first of the following month for the effective date. If the enrollment is past the 15th, select the month after the first of the following. Advise the applicant that the payment will be taken today, then again on the 16th of the effective month.

Client Landing

ACH or CC B2B

Options Plus MEC (SMBA carrier)

Delta Dental with VSP Vision through Options Plus

Open appointment and copy and paste "Rollbot" field into a new browser. Client information will pre-populate based on the appointment.

Script\
Walkthrough benefit options and click the associated level desired.\
Finish and Review\
Enter ACH or CC info.

https://drive.google.com/file/d/1eSLKV1Gqx6ubZbbWswLVqDnbwkv7955v/view?usp=sharing

Covered Preventative Services

\
*** If enrollment is on or before the 15th select first of the following month for the effective date. If the enrollment is past the 15th, select the month after the first of the following. Advise the applicant that the payment will be taken today, then again on the 16th of the effective month.

Client Landing

ACH or CC B2B

Options Plus MEC (SMBA carrier)

Delta Dental with VSP Vision through Options Plus

Open appointment and copy and paste "Rollbot" field into a new browser. Client information will pre-populate based on the appointment.

Script\
Walkthrough benefit options and click the associated level desired.\
Finish and Review\
Enter ACH or CC info.

https://drive.google.com/file/d/1eSLKV1Gqx6ubZbbWswLVqDnbwkv7955v/view?usp=sharing

Covered Preventative Services

\
*** If enrollment is on or before the 15th select first of the following month for the effective date. If the enrollment is past the 15th, select the month after the first of the following. Advise the applicant that the payment will be taken today, then again on the 16th of the effective month.

Client Landing

ACH or CC B2B

Options Plus MEC (SMBA carrier)

Delta Dental with VSP Vision through Options Plus

Open appointment and copy and paste "Rollbot" field into a new browser. Client information will pre-populate based on the appointment.

Script\
Walkthrough benefit options and click the associated level desired.\
Finish and Review\
Enter ACH or CC info.

https://drive.google.com/file/d/1eSLKV1Gqx6ubZbbWswLVqDnbwkv7955v/view?usp=sharing

Covered Preventative Services

\
*** If enrollment is on or before the 15th select first of the following month for the effective date. If the enrollment is past the 15th, select the month after the first of the following. Advise the applicant that the payment will be taken today, then again on the 16th of the effective month.

Client Landing

ACH or CC B2B

Options Plus MEC (SMBA carrier)

Delta Dental with VSP Vision through Options Plus

Open appointment and copy and paste "Rollbot" field into a new browser. Client information will pre-populate based on the appointment.

Script\
Walkthrough benefit options and click the associated level desired.\
Finish and Review\
Enter ACH or CC info.

https://drive.google.com/file/d/1eSLKV1Gqx6ubZbbWswLVqDnbwkv7955v/view?usp=sharing

Covered Preventative Services

\
*** If enrollment is on or before the 15th select first of the following month for the effective date. If the enrollment is past the 15th, select the month after the first of the following. Advise the applicant that the payment will be taken today, then again on the 16th of the effective month.

Client Landing

Employer paying 100% of the MEC and Dental/Vision as well as any voluntary.

Enroll in Harmony (National Tile Contractors) for Colonial and Options Plus MEC and Options Plus Dental/Vision

• Colonial – Accident, DI, HI, CI, and Life

• MEC with Options plus ACH Information should be entered on the ACH OP sheet

• Dental and Vision with Options plus ACH Information should be entered on the ACH OP sheet.

Colonial – Accident, DI, HI, CI, and Life -Payroll Deduction

Options Plus MEC – Payroll Deduction

Options Plus Dental/Vision – Payroll Deduction

Client Landing

ACH or CC B2B

Options Plus MEC (SMBA carrier)

Delta Dental with VSP Vision through Options Plus

Open appointment and copy and paste "Rollbot" field into a new browser. Client information will pre-populate based on the appointment.

Script\
Walkthrough benefit options and click the associated level desired.\
Finish and Review\
Enter ACH or CC info.

https://drive.google.com/file/d/1eSLKV1Gqx6ubZbbWswLVqDnbwkv7955v/view?usp=sharing

Covered Preventative Services

\
*** If enrollment is on or before the 15th select first of the following month for the effective date. If the enrollment is past the 15th, select the month after the first of the following. Advise the applicant that the payment will be taken today, then again on the 16th of the effective month.

Client Landing

ACH or CC B2B

Options Plus MEC (SMBA carrier)

Delta Dental with VSP Vision through Options Plus

Open appointment and copy and paste "Rollbot" field into a new browser. Client information will pre-populate based on the appointment.

Script\
Walkthrough benefit options and click the associated level desired.\
Finish and Review\
Enter ACH or CC info.

https://drive.google.com/file/d/1eSLKV1Gqx6ubZbbWswLVqDnbwkv7955v/view?usp=sharing

Covered Preventative Services

\
*** If enrollment is on or before the 15th select first of the following month for the effective date. If the enrollment is past the 15th, select the month after the first of the following. Advise the applicant that the payment will be taken today, then again on the 16th of the effective month.

Client Landing

ACH or CC B2B

Options Plus MEC (SMBA carrier)

Delta Dental with VSP Vision through Options Plus

Open appointment and copy and paste "Rollbot" field into a new browser. Client information will pre-populate based on the appointment.

Script\
Walkthrough benefit options and click the associated level desired.\
Finish and Review\
Enter ACH or CC info.

https://drive.google.com/file/d/1eSLKV1Gqx6ubZbbWswLVqDnbwkv7955v/view?usp=sharing

Covered Preventative Services

\
*** If enrollment is on or before the 15th select first of the following month for the effective date. If the enrollment is past the 15th, select the month after the first of the following. Advise the applicant that the payment will be taken today, then again on the 16th of the effective month.

Client Landing

Enroll in GenPro

Case Name: National Roofing Contractors Association-ACH

American National CI, Accident, DI, Flexcare, Term Life

Vault MEC Rates and flyer

Collect bank account information in Ameriworks for VB and on the sheet for Vault

Client Landing

ACH or CC B2B

Options Plus MEC (SMBA carrier)

Delta Dental with VSP Vision through Options Plus

Open appointment and copy and paste "Rollbot" field into a new browser. Client information will pre-populate based on the appointment.

Script\
Walkthrough benefit options and click the associated level desired.\
Finish and Review\
Enter ACH or CC info.

https://drive.google.com/file/d/1eSLKV1Gqx6ubZbbWswLVqDnbwkv7955v/view?usp=sharing

Covered Preventative Services

\
*** If enrollment is on or before the 15th select first of the following month for the effective date. If the enrollment is past the 15th, select the month after the first of the following. Advise the applicant that the payment will be taken today, then again on the 16th of the effective month.

Client Landing

ACH or CC B2B

Options Plus MEC (SMBA carrier)

Delta Dental with VSP Vision through Options Plus

Open appointment and copy and paste "Rollbot" field into a new browser. Client information will pre-populate based on the appointment.

Script\
Walkthrough benefit options and click the associated level desired.\
Finish and Review\
Enter ACH or CC info.

https://drive.google.com/file/d/1eSLKV1Gqx6ubZbbWswLVqDnbwkv7955v/view?usp=sharing

Covered Preventative Services

\
*** If enrollment is on or before the 15th select first of the following month for the effective date. If the enrollment is past the 15th, select the month after the first of the following. Advise the applicant that the payment will be taken today, then again on the 16th of the effective month.

Client Landing

Enroll in GenPro

National Roofing Contractors Association-ACH

American National CI, Accident, DI, Flexcare, Term Life

Vault MEC Rates and flyer

Collect bank account information in Ameriworks for VB and on the sheet for Vault

Client Landing

ACH or CC B2B

Options Plus MEC (SMBA carrier)

Delta Dental with VSP Vision through Options Plus

Open appointment and copy and paste "Rollbot" field into a new browser. Client information will pre-populate based on the appointment.

Script\
Walkthrough benefit options and click the associated level desired.\
Finish and Review\
Enter ACH or CC info.

https://drive.google.com/file/d/1eSLKV1Gqx6ubZbbWswLVqDnbwkv7955v/view?usp=sharing

Covered Preventative Services

\
*** If enrollment is on or before the 15th select first of the following month for the effective date. If the enrollment is past the 15th, select the month after the first of the following. Advise the applicant that the payment will be taken today, then again on the 16th of the effective month.

Client Landing

Marsh Fleet

Falcon – Genesis Pro – Payroll Deduction (25% of EE only for MEC)-use "MFHDE" for OP Case Code

MEC: Options Plus

Delta Dental with VSP Vision

Term Life: American National

Hospital Indemnity: American National

Critical Illness: American National

Disability: American National

Accident: American National

People

Marsh Fleet small business client

Highlights

PAYROLL 25% Contribution for EE only MEC

Client Landing

Marsh Fleet

Falcon – Genesis Pro – Payroll Deduction (50% of EE only)-use "MFNCF" for OP Case Code

MEC: Options Plus

Delta Dental with VSP Vision

Term Life: American National

Hospital Indemnity: American National

Critical Illness: American National

Disability: American National

Accident: American National

People

Marsh Fleet small business client

Highlights

PAYROLL 50% Contribution for EE only MEC

Client Landing

PSIVet

Enroll in BMP-this is payroll deduction – No contribution

5 Star: Life, HI, and Accident

Vault MEC

Client Landing

CORRECT NAME IS Niki & BM

Marsh Fleet

Falcon – Genesis Pro – ACH-use "MFNKMB" for OP Case Code

MEC: Options Plus

Delta Dental with VSP Vision

Term Life: American National

Hospital Indemnity: American National

Critical Illness: American National

Disability: American National

Accident: American National

People

Marsh Fleet small business client

Highlights

ACH

Client Landing

Marsh Fleet

Falcon – Genesis Pro – Payroll Deduction with Employer Contribution-use "MFPRES" for OP Case Code

MEC: Options Plus

Delta Dental with VSP Vision

Term Life: American National

Hospital Indemnity: American National

Critical Illness: American National

Disability: American National

Accident: American National

People

Marsh Fleet small business client

Highlights

PAYROLL No Contribution

Client Landing

Marsh Fleet

Falcon – Genesis Pro – Payroll Deduction with Employer Contribution-use "MFPRES" for OP Case Code

MEC: Options Plus

Delta Dental with VSP Vision

Term Life: American National

Hospital Indemnity: American National

Critical Illness: American National

Disability: American National

Accident: American National

People

Marsh Fleet small business client

Highlights

PAYROLL No Contribution

Client Landing

Marsh Fleet

Falcon – Genesis Pro – ACH-use "MFDXF" for OP Case Code

MEC: Options Plus

Delta Dental with VSP Vision

Term Life: American National

Hospital Indemnity: American National

Critical Illness: American National

Disability: American National

Accident: American National

People

Marsh Fleet small business client

Highlights

ACH

Client Landing

Marsh Fleet

Falcon – Genesis Pro – ACH-use "MFPRES" for OP Case Code

MEC: Options Plus

Delta Dental with VSP Vision

Term Life: American National

Hospital Indemnity: American National

Critical Illness: American National

Disability: American National

Accident: American National

People

Marsh Fleet small business client

Highlights

ACH

Client Landing

Marsh Fleet

Falcon – Genesis Pro – Payroll Deduction (No Contribution)-use "MFPRES" for OP Case Code

MEC: Options Plus

Delta Dental with VSP Vision

Term Life: American National

Hospital Indemnity: American National

Critical Illness: American National

Disability: American National

Accident: American National

People

Marsh Fleet small business client

Highlights

PAYROLL No Contribution

Client Landing

Marsh Fleet

Falcon – Genesis Pro – Payroll Deduction with Employer Contribution-use "MFJV" for OP Case Code

MEC: Options Plus

Delta Dental with VSP Vision

Term Life: American National

Hospital Indemnity: American National

Critical Illness: American National

Disability: American National

Accident: American National

People

Marsh Fleet small business client

Highlights

Employer will pay $50 a month of EE only MEC

Client Landing

Falcon – Genesis Pro – Payroll Deduction with Employer Contribution-use "MFKLEE" for OP Case Code

MEC: Options Plus

Delta Dental with VSP Vision

Term Life: American National

Hospital Indemnity: American National

Critical Illness: American National

Disability: American National

Accident: American National

People

Marsh Fleet small business client

Highlights

Employer will pay 50% of EE only MEC

Client Landing

PSIVet

Enroll in BMP-this is self pay/ACH

5 Star: Life, HI, and Accident

Vault MEC

Client Landing

ACH or CC B2B

Options Plus MEC (SMBA carrier)

Delta Dental with VSP Vision through Options Plus

Open appointment and copy and paste "Rollbot" field into a new browser. Client information will pre-populate based on the appointment.

Script\
Walkthrough benefit options and click the associated level desired.\
Finish and Review\
Enter ACH or CC info.

https://drive.google.com/file/d/1eSLKV1Gqx6ubZbbWswLVqDnbwkv7955v/view?usp=sharing

Covered Preventative Services

\
*** If enrollment is on or before the 15th select first of the following month for the effective date. If the enrollment is past the 15th, select the month after the first of the following. Advise the applicant that the payment will be taken today, then again on the 16th of the effective month.

Client Landing

ACH or CC B2B

Options Plus MEC (SMBA carrier)

Delta Dental with VSP Vision through Options Plus

Open appointment and copy and paste "Rollbot" field into a new browser. Client information will pre-populate based on the appointment.

Script\
Walkthrough benefit options and click the associated level desired.\
Finish and Review\
Enter ACH or CC info.

https://drive.google.com/file/d/1eSLKV1Gqx6ubZbbWswLVqDnbwkv7955v/view?usp=sharing

Covered Preventative Services

\
*** If enrollment is on or before the 15th select first of the following month for the effective date. If the enrollment is past the 15th, select the month after the first of the following. Advise the applicant that the payment will be taken today, then again on the 16th of the effective month.

Client Landing

Benefits Basics

No Census Available

Term Life

Whole Life

EasySend Production Application Link

Copy and Paste company name above into Employer field on first page.

Rate Table\
Cash Value info\
CinFin Underwriting Handbook

People

We will use ROP T20 and WL rates with Waiver of Premium & Accidental Death Benefit and Children’s Term Rider if desired (see attached)

1. ROP T20 min face is $25k, and can be purchased at $50k, $75k, and $100k up to their age-specific GI limit…page 1-4 has highlighted plan design rates

2. WL 100 min face is $5k, and can be purchased up to $100k s/t age-specific GI limit…pages 13-16 has highlighted plan design rates

Highlights

CinFin offers three comprehensive options:

"IF”: Term Life insurance provides guaranteed protection for a specified time period and pays a benefit if you die in this period of time.

“WHEN” Whole life insurance is permanent life insurance and costs more than term because the policy is designed to cover you for your whole life.

”THEN”ー Return on Premium life insurance with a money-back guarantee after the 20 years.

Employee Guarantee – any combination of WL/Term/Term ROP.

Ages 18 – 50 = $100,000 / Ages 51 – 60 = $75,000/ Ages 61 – 70 = $25,000

Spouse Guarantee Must work outside the home 20 hours or more per week

Ages 18 – 60 = $15,000 WL Products Only / Ages 18 – 60 = $25,000 WL/Term/Term ROP with stipulation that employee purchased on self. Non Working Spouse can purchase

Ages 61 – 70 = Simplified Issue

Dependent Children Guarantee

Ages 15 days – 17 years = $10,000 WL Products Only

Ages 18-25 = $10,000 WL Products or $25,000 of Term/Term ROP.**

**Choose one of these options for Guaranteed Issue

Must be Full-time Students, unmarried, and not in the military.

Grandchildren

Ages 15 days -18 years = Simplified Issue Whole Life Products Only

Client Landing

Marsh Fleet-payroll with no employer contribution

Enroll in GenPro-use "MFRJDEL" for OP Case Code

Options Plus MEC

Delta Dental with VSP Vision

American National: CI, DI, HI, Life, and Accident

Initial Effective Date: August 1, 2022

First Payroll Deduction Date: August 5, 2022 (paid weekly)

Client Landing

ACH or CC B2B

Options Plus MEC (SMBA carrier)

Delta Dental with VSP Vision through Options Plus

Open appointment and copy and paste "Rollbot" field into a new browser. Client information will pre-populate based on the appointment.

ScriptWalkthrough benefit options and click the associated level desired.Finish and ReviewEnter ACH or CC info.

https://drive.google.com/file/d/1eSLKV1Gqx6ubZbbWswLVqDnbwkv7955v/view?usp=sharing

Covered Preventative Services

*** If enrollment is on or before the 15th select first of the following month for the effective date. If the enrollment is past the 15th, select the month after the first of the following. Advise the applicant that the payment will be taken today, then again on the 16th of the effective month.

Client Landing

Marsh Fleet-ACH

Options Plus MEC

Delta Dental with VSP Vision

Enroll in GenPro under Marsh ACH and put "Indy" in the occupation field.-Put "ACH" in OP Case Code

Collect bank account information in Ameriworks for VB and on the sheet for OP

American National: CI, DI, HI, Life, and Accident

Client Landing

Marsh Fleet-ACH

Options Plus MEC

Delta Dental with VSP Vision

Enroll in GenPro under Marsh ACH and put "Package Delivery" in the occupation field.-Put "ACH" in OP Case Code

Collect bank account information in Ameriworks for VB and on the sheet for OP

American National: CI, DI, HI, Life, and Accident

Client Landing

Marsh Fleet-ACH

Options Plus MEC

Delta Dental with VSP Vision

Enroll in GenPro under Marsh ACH and put "Enda" in the occupation field.-Put "ACH" in OP Case Code

Collect bank account information in Ameriworks for VB and on the sheet for OP

American National: CI, DI, HI, Life, and Accident

Client Landing

Marsh Fleet-payroll with employer contribution: $81/month toward MEC

Enroll in GenPro-use "MFMCKAGUE" for OP Case Code

Options Plus MEC

Delta Dental with VSP Vision

American National: CI, DI, HI, Life, and Accident

Initial Effective Date: August 1, 2022

First Payroll Deduction Date: August 5, 2022 (paid weekly)

Client Landing

Marsh Fleet-payroll with employer contribution: $100/month toward MEC and

50% of dental with vision-either plan – include dependents

Enroll in GenPro-use "MFKENTYKO" for OP Case Code

Options Plus MEC

Delta Dental with VSP Vision

American National: CI, DI, HI, Life, and Accident

Initial Effective Date: August 1, 2022

First Payroll Deduction Date: August 5, 2022 (paid weekly)

Client Landing

Marsh Fleet-payroll with employer contribution: $100/month toward MEC and/or Dental with vision

Enroll in GenPro-use "MFSMITHERS" for OP Case Code

Options Plus MEC

Delta Dental with VSP Vision

American National: CI, DI, HI, Life, and Accident

Initial Effective Date: August 1, 2022

First Payroll Deduction Date: August 5, 2022 (paid bi-weekly)

Client Landing

Marsh Fleet-payroll with no employer contribution

Enroll in GenPro-use "MFC&R" for OP Case Code

Options Plus MEC

Delta Dental with VSP Vision

American National: CI, DI, HI, Life, and Accident

Initial Effective Date: August 1, 2022

First Payroll Deduction Date: August 5, 2022 (paid weekly)

Client Landing

Marsh Fleet-payroll with employer contribution (see below as it's only for a few employees in the group)

Enroll in GenPro-use "MFBLACKSTAR" for OP Case Code

Options Plus MEC

Delta Dental with VSP Vision

American National: CI, DI, HI, Life, and Accident

Initial Effective Date: August 1, 2022

First Payroll Deduction Date: August 5, 2022 (paid weekly)

Blackstar Logistics Llc.., *Employer contribution for Blackstar Logistics Llc.., will be for Vincent Wells, Josh Runewicz, and Brandon Christine. Blackstar will cover Choice Medical Plan and the comprehensive dental and vision for these three employees only. If they choose to add spouses/family or any additional coverage, they will pay for any extra charges accrued out of their weekly checks.

Client Landing

Marsh Fleet-payroll with employer contribution (see below as it's only for a few employees in the group)

Enroll in GenPro-use "MFBLACKROCK" for OP Case Code

Options Plus MEC

Delta Dental with VSP Vision

American National: CI, DI, HI, Life, and Accident

Initial Effective Date: August 1, 2022

First Payroll Deduction Date: August 12, 2022 (paid bi-weekly)

*Employer contribution for Blackrock will be for Aaron Mcghee, Cody Levalley

And Emily Christine. Blackrock will cover Choice Medical Plan and the Comprehensive dental and vision for these three employees only. If they choose to add spouse/family or any additional coverage they will pay for any extra charges accrued out of their bi-weekly checks.

Client Landing

ACH or CC B2B

Options Plus MEC (SMBA carrier)

Delta Dental with VSP Vision through Options Plus

Open appointment and copy and paste "Rollbot" field into a new browser. Client information will pre-populate based on the appointment.

Script\
Walkthrough benefit options and click the associated level desired.\
Finish and Review\
Enter ACH or CC info.

https://drive.google.com/file/d/1eSLKV1Gqx6ubZbbWswLVqDnbwkv7955v/view?usp=sharing

Covered Preventative Services

\
*** If enrollment is on or before the 15th select first of the following month for the effective date. If the enrollment is past the 15th, select the month after the first of the following. Advise the applicant that the payment will be taken today, then again on the 16th of the effective month.

Client Landing

ACH or CC B2B

Options Plus MEC (SMBA carrier)

Delta Dental with VSP Vision through Options Plus

Open appointment and copy and paste "Rollbot" field into a new browser. Client information will pre-populate based on the appointment.

Script\
Walkthrough benefit options and click the associated level desired.\
Finish and Review\
Enter ACH or CC info.

https://drive.google.com/file/d/1eSLKV1Gqx6ubZbbWswLVqDnbwkv7955v/view?usp=sharing

Covered Preventative Services

\
*** If enrollment is on or before the 15th select first of the following month for the effective date. If the enrollment is past the 15th, select the month after the first of the following. Advise the applicant that the payment will be taken today, then again on the 16th of the effective month.

Client Landing

PSI Vet: ACH

Enroll in BMP

Initial Effective Date: August 1

Vault MEC

5 Star: HI and Accident

Client to pay for EE only, no buy up eligible. Will pay for MEC/Accident and HI combo @ $257 per EE per month

Client Landing

PSIVet

Enroll in BMP-this is a payroll case with no current contribution. Client wants to see what employees enroll in and the cost and determine individually what they will cover. If employee has questions about this, refer them back to Russell Vogel.

5 Star: Life, HI, and Accident

Vault Medical

First eff. date is 8-1-22

Client Landing

Benefits Basics

Cincinnati Life is the only carrier

26 (Bi-weekly) pay & a few 12 (Monthly) pay

CONTRACT DATE IS September 1, 2022

First deduction is August 8, 2022

EasySend Production Application Link

Copy and Paste the company name "City of Ashland" into the Employer field on the first page.

Rate Table\
Cash Value info\
CinFin Underwriting Handbook

Census

People

Buying some form of permanent coverage, even in smaller amounts will serve ees needs for the long term

We will use ROP T20 and WL rates with Waiver of Premium & Accidental Death Benefit and Children’s Term Rider if desired (see attached)

1. ROP T20 min face is $25k, and can be purchased at $50k, $75k, and $100k up to their age-specific GI limit…page 1-4 has highlighted plan design rates

2. WL 100 min face is $5k, and can be purchased up to $100k s/t age-specific GI limit…pages 13-16 has highlighted plan design rates

Highlights

CinFin offers three comprehensive options:

"IF”: Term Life insurance provides guaranteed protection for a specified time period and pays a benefit if you die in this period of time.

“WHEN” Whole life insurance is permanent life insurance and costs more than term because the policy is designed to cover you for your whole life.

”THEN”ー Return on Premium life insurance with a money-back guarantee after the 20 years.

Employee Guarantee – any combination of WL/Term/Term ROP.

Ages 18 – 50 = $100,000 / Ages 51 – 60 = $75,000/ Ages 61 – 70 = $25,000

Spouse Guarantee Must work outside the home 20 hours or more per week

Ages 18 – 60 = $15,000 WL Products Only / Ages 18 – 60 = $25,000 WL/Term/Term ROP with stipulation that employee purchased on self. Non Working Spouse can purchase

Ages 61 – 70 = Simplified Issue

Dependent Children Guarantee

Ages 15 days – 17 years = $10,000 WL Products Only

Ages 18-25 = $10,000 WL Products or $25,000 of Term/Term ROP.**

**Choose one of these options for Guaranteed Issue

Must be Full-time Students, unmarried, and not in the military.

Grandchildren

Ages 15 days -18 years = Simplified Issue Whole Life Products Only

Client Landing

Marsh Fleet-ACH

Options Plus MEC

Delta Dental with VSP Vision

Enroll in GenPro under Marsh ACH and put "JXN" in the occupation field.-Put "ACH" in OP Case Code

Collect bank account information in Ameriworks for VB and on the sheet for OP

American National: CI, DI, HI, Life, and Accident

Client Landing

Marsh Fleet-Payroll with no employer contribution

Enroll in GenPro-use "MFNEO" for OP Case Code

Options Plus MEC

Delta Dental with VSP Vision

American National: CI, DI, HI, Life, and Accident

Initial Effective Date: July 1, 2022

First Payroll Deduction Date: July 1, 2022

Client Landing

PSI Vet Case: Payroll with Employer Contribution

Enroll on Benefits Manager Pro

Limited Medical: Vault

Life: 5Star

Hospital Indemnity: 5Star

Accident: 5Star

Contributions are as follows:

Jamie Lawler 100% contribution for whatever they sign up for

Mary Steele Lawler 100% contribution for whatever they sign up for\
Ashley Hilmus 50% contribution for whatever they sign up for

Client Landing

PSIVet

Enroll in BMP-this is self pay/ACH

5 Star: Life, HI, and Accident

Vault Medical

First eff. date is 8-1-22

Client Landing

Enroll in GenPro

National Roofing Contractors Association-ACH

American National CI, Accident, DI, Flexcare, Term Life

Vault MEC Rates and flyer

Collect bank account information in Ameriworks for VB and on the sheet for Vault

Client Landing

Enroll in GenPro

National Roofing Contractors Association-ACH

American National CI, Accident, DI, Flexcare, Term Life

Vault MEC Rates and flyer

Collect bank account information in Ameriworks for VB and on the sheet for Vault

American National: CI, DI, HI, Life, and Accident

Client Landing

Enroll in GenPro

National Roofing Contractors Association-ACH

American National CI, Accident, DI, Flexcare, Term Life

Vault MEC Rates and flyer

ACH / CC is taken on this form. Please save to Kustomer profile.

Client Landing

Marsh Fleet-ACH

Options Plus MEC

Delta Dental with VSP Vision

Enroll in GenPro under Marsh ACH and put "Exotic" in the occupation field.-Put "ACH" in OP Case Code

Collect bank account information in Ameriworks for VB and on the sheet for OP

American National: CI, DI, HI, Life, and Accident

Client Landing

Marsh Fleet-ACH

Options Plus MEC

Delta Dental with VSP Vision

Enroll in GenPro under Marsh ACH and put "A&A" in the occupation field.-Put "ACH" in OP Case Code

Collect bank account information in Ameriworks for VB and on the sheet for OP

American National: CI, DI, HI, Life, and Accident

Client Landing

Marsh Fleet-ACH

Options Plus MEC

Delta Dental with VSP Vision

Enroll in GenPro under Marsh ACH and put "Messier" in the occupation field.-Put "ACH" in OP Case Code

Collect bank account information in Ameriworks for VB and on the sheet for OP

American National: CI, DI, HI, Life, and Accident

Client Landing

Marsh Fleet

Enroll in GenPro-use "Resuli" for OP Case Code

Payroll with employer contribution: 50% of ee only either MEC and either Dental with Vision

Options Plus MEC

Delta Dental with VSP Vision

American National: CI, DI, HI, Accident, Life

Initial Effective Date: July 1, 2022. First Payroll Deduction Date: July 1, 2022

Client Landing

Marsh Fleet

Enroll in GenPro-use "Voelkel" for OP Case Code

Payroll with no employer contribution

Options Plus MEC

Delta Dental with VSP Vision

American National: CI, DI, HI, Accident, Life

Initial Effective Date: July 1, 2022. First Payroll Deduction Date: July 7, 2022

Client Landing

CASE TERMINATED – DO NOT ENROLL ANYONE

Marsh Fleet

Enroll in GenPro-use "Fox Run" for OP Case Code

Payroll with no employer contribution

Options Plus MEC

Delta Dental with VSP Vision

American National: CI, DI, HI, Accident, Life

Initial Effective Date: July 1, 2022. First Payroll Deduction Date: July 1, 2022

Client Landing

Marsh Fleet-ACH

Options Plus MEC

Delta Dental with VSP Vision

Enroll in GenPro under Marsh ACH and put "RDD" in the occupation field.-Put "ACH" in OP Case Code

Collect bank account information in Ameriworks for VB and on the sheet for OP

American National: CI, DI, HI, Life, and Accident

Client Landing

Marsh Fleet-ACH

Options Plus MEC

Delta Dental with VSP Vision

Enroll in GenPro under Marsh ACH and put "Extrema" in the occupation field.-Put "ACH" in OP Case Code

Collect bank account information in Ameriworks for VB and on the sheet for OP

American National: CI, DI, HI, Life, and Accident

Client Landing

Benefit Basics

Enroll in Genesis Pro – ACH

When Enrollment is complete in Genesis pro, ACH (NO credit cards) for American National in Ameriworks and Options Plus MEC/Dental/Vis in spreadsheet

PUT IN THE OP CASE CODE REYLOG

MEC: Options Plus

Delta Dental with VSP Vision

Term Life: American National

Hospital Indemnity: American National

Critical Illness: American National

Disability: American National

Accident: American National

People

ALL new owner operators are to schedule an appointment\
Client will give us list of new hires weekly via spreadsheet:\
https://docs.google.com/spreadsheets/d/1fBFltgMX0_XzjIs-XTfyN3sV15sbUxtX/edit?usp=drive_web&ouid=106302753486297379596&dls=true

Client Landing

PSIVet

Enroll in BMP-this is self pay/ACH

5 Star: Life, HI, and Accident

Vault Medical

Client Landing

Enroll in GenPro

National Roofing Contractors Association-ACH

American National CI, Accident, DI, Flexcare, Term Life

Vault MEC Rates and flyer

Collect bank account information in Ameriworks for VB and on the sheet for Vault

American National: CI, DI, HI, Life, and Accident

Client Landing

Enroll in Harmony (National Tile Contractors) for Colonial and Options Plus MEC and Options Plus Dental/Vision

• Colonial – Accident, DI, HI, CI, and Life (ACH through Piedmont Pays)

• MEC with Options plus ACH Information should be entered on the ACH OP sheet

• Dental and Vision with Options plus ACH Information should be entered on the ACH OP sheet.

Client Landing

Marsh Fleet-Payroll with employer contribution – 100% of MEC with HI for employee only

Enroll in GenPro-use "MFWALNUT" for OP Case Code

Options Plus MEC

Delta Dental with VSP Vision

American National: CI, DI, HI, Life, and Accident

Initial Effective Date: July 1, 2022

First Payroll Deduction Date: July 1, 2022

Client Landing

Marsh Fleet-Payroll with employer contribution – 50% of ee only MEC-either plan

Enroll in GenPro-use "MFFTMYERS" for OP Case Code

Options Plus MEC

Delta Dental with VSP Vision

American National: CI, DI, HI, Life, and Accident

Initial Effective Date: JULY 1, 2022

First Payroll Deduction Date: JULY 8, 2022

Client Landing

Marsh Fleet

Enroll in GenPro-use "ARA" for OP Case Code

Payroll with no employer contribution

Options Plus MEC

Delta Dental with VSP Vision

American National: CI, DI, HI, Accident, Life

Initial Effective Date: July 1, 2022. First Payroll Deduction Date: July 1, 2022

Client Landing

Marsh Fleet

Enroll in GenPro-use "MFPapa" for OP Case Code

Payroll with no employer contribution

Options Plus MEC

Delta Dental with VSP Vision

American National: CI, DI, HI, Accident, Life

Initial Effective Date: July 1, 2022. First Payroll Deduction Date: July 1, 2022

Client Landing

Marsh Fleet

Enroll in GenPro-use "MFAUM" for OP Case Code

Payroll with employer contribution by employee:

Charity: 100% of MEC with HI and 100% of Comprehensive Dental-ee only

Delta Dental with VSP Vision

DO NOT OFFER VOLUNTARY BENEFITS

Initial Effective Date: July 1, 2022, Pay mode will show as monthly in GenPro.

Client Landing

Marsh Fleet-ACH

Options Plus MEC

Delta Dental with VSP Vision

Enroll in GenPro under Marsh ACH and put "C&E" in the occupation field.-Put "ACH" in OP Case Code

Collect bank account information in Ameriworks for VB and on the sheet for OP

American National: CI, DI, HI, Life, and Accident

Client Landing

Marsh Fleet-ACH

Options Plus MEC

Delta Dental with VSP Vision

Enroll in GenPro under Marsh ACH and put "R&R" in the occupation field.-Put "ACH" in OP Case Code

Collect bank account information in Ameriworks for VB and on the sheet for OP

American National: CI, DI, HI, Life, and Accident

Client Landing

Benefits Basics

Harmony enrollment system with Colonial Life under Pa State Troopers.

IN THE HARMONY APP, PLEASE MARK ALL UW QUESTIONS NO

Please refer to the program as Law Enforcement Smarter Benefits, do not refer to them as the PA State Troopers. They are part of the FOP, Fraternal order of Police.

Whole Life: Colonial Life

Individual Term Life: Colonial Life

UNDERWRITING OFFER\
Guaranteed Issue/Express Issue

Employee age 18 – 50 – $5k – $100k face amount

Employee age 51 – 79 – $5k – $50k face amount

Simplified Issue

Employee Age 18-50-$100K-$250K

Employee Age 51-79-$50K-$100k

Spouse term rider will be available as GI up to $25k max. benefit. Dependent child rider up to $20k

max. will be available as GI.

ACH collection happens in Piedmont Pays. Benefit guide logs into their own acct to take checking information at piedmontpays.com – PLEASE SET UP PAY DEDUCTIONS ACCORDING TO PAYROLL DRAWS.

There are multiple payrolls frequencies but please set them all up based on 26 pay.

No Census provided

People

Workforce is compiled of all Philadelphia first responders. Police, EMT, Fire, Administrative, Correction Officers.

Highlights

Client Landing

Benefits Basics

Cincinnati Life is the only carrier

Census (1st tab) and In Force Listing (2nd tab) Sheet

26 (Bi-weekly) pay & a few 12 (Monthly) pay

CONTRACT DATE IS August 1, 2022

First deduction is July 1, 2022

EasySend Production Application Link

Copy and Paste the company name "Center for Health Ambulatory" into the Employer field on the first page.

Rate Table\
Cash Value info\
CinFin Underwriting Handbook

People

Product Options: We will use ROP Term 20 and Whole Life to 100 exclusively for this enrollment

* ROP Term 20 for all ees under age 50 (or who will not attain age 50 by Feb 1st Contract Date

* WL 100 for all ees age 51+ (or will attain 51 by Feb 1st Contract Date)

* We are not using Term 10 or 20 as their group term will be viewed as cheaper, and we don’t want to confuse them with grp vs. individual term

* As discussed prior, buying some form of permanent coverage, even in smaller amounts will serve ees needs for the long term

\
Worksite Rate Sheets: We will use ROP T20 and WL rates with Waiver of Premium & Accidental Death Benefit and Children’s Term Rider if desired

* Broker sells a plan design which automatically includes waiver and ADB…as features that come with the face amount choice…he does not offer to add them, they are built-in

* ROP T20 min face is $25k, and can be purchased at $50k, $75k, and $100k up to their age-specific GI limit…page 1-4 has highlighted plan design rates

* WL 100 min face is $5k, and can be purchased up to $100k s/t age-specific GI limit…pages 13-16 has highlighted plan design rates

Highlights

CinFin offers three comprehensive options:

"IF”: Term Life insurance provides guaranteed protection for a specified time period and pays a benefit if you die in this period of time.

“WHEN” Whole life insurance is permanent life insurance and costs more than term because the policy is designed to cover you for your whole life.

”THEN”ー Return on Premium life insurance with a money-back guarantee after the 20 years.

Employee Guarantee – any combination of WL/Term/Term ROP.

Ages 18 – 50 = $100,000 / Ages 51 – 60 = $75,000/ Ages 61 – 70 = $25,000

Spouse Guarantee Must work outside the home 20 hours or more per week

Ages 18 – 60 = $15,000 WL Products Only / Ages 18 – 60 = $25,000 WL/Term/Term ROP with stipulation that employee purchased on self.

Ages 61 – 70 = Simplified Issue

Dependent Children Guarantee

Ages 15 days – 17 years = $10,000 WL Products Only

Ages 18-25 = $10,000 WL Products or $25,000 of Term/Term ROP.**

**Choose one of these options for Guaranteed Issue

Must be Full-time Students, unmarried, and not in the military.

Grandchildren

Ages 15 days -18 years = Simplified Issue Whole Life Products Only

Client Landing

ACH or CC B2B

Options Plus MEC (SMBA carrier)

Delta Dental with VSP Vision through Options Plus

Open appointment and copy and paste "Rollbot" field into a new browser. Client information will pre-populate based on the appointment.

Script\
Walkthrough benefit options and click the associated level desired.\
Finish and Review\
Enter ACH or CC info.

https://drive.google.com/file/d/1eSLKV1Gqx6ubZbbWswLVqDnbwkv7955v/view?usp=sharing

Covered Preventative Services

\
*** If enrollment is on or before the 15th select first of the following month for the effective date. If the enrollment is past the 15th, select the month after the first of the following. Advise the applicant that the payment will be taken today, then again on the 16th of the effective month.

Client Landing

Ever-clear Pool Service is part of NESPA

Terms to Use: NESPA member company, NESPA member, or Pool & Spa Professional

American National: -enroll in Ever-Clear Pool Service – put "Company Name" in the OP field.

• American National CI, DI, Accident, Life, Flexcare

• MEC with Options plus ACH Information enrolled in Gen pro

• Dental and Vision with Options plus enroll in Gen Pro

Client Landing

Payroll- Company contributes 100% to IHP plans only. All other benefits employee responsible for premium.

Enroll in all plans via Gen Pro- Case name: NESPA-Chaffee's Swimming Pools, Inc.

Medical through IHP

RATES are HERE

Plan Description HERE Meridio is offering the Silver and Ultra ONLY!

MEC and Dental and Vision through OP

Voluntary Benefits through American National

Effective date 7/1. Weekly payroll, first deduction 7/1

Client Landing

ACH only

CASE NAME in GEN PRO: National Assoc of Home Builders-ACH

Put "08AMERIW" in case code

American National – Accident, DI, HI, CI and Life (if ACH – via Ameriworks)

Options Plus MEC – If ACH – via Ameriworks

Options Plus Dental/Vision