PSIVet
Enroll in BMP-this is self pay/ACH
5 Star: Life, HI, and Accident
Vault Medical
Vinrich Courier Services
Marsh Fleet-ACH
Options Plus MEC
Delta Dental with VSP Vision
Enroll in GenPro under Marsh ACH and put "Vinrich" 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
LWA Trucking
Marsh Fleet-ACH
Options Plus MEC
Delta Dental with VSP Vision
Enroll in GenPro under Marsh ACH and put ""LWA 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
All Boxes Inc
Marsh Fleet-ACH
Options Plus MEC
Delta Dental with VSP Vision
Enroll in GenPro under Marsh ACH and put "All Boxes" 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
PAYNE III ENTERPRISE INC
Marsh Fleet-Payroll with employer contribution –
30% of MEC-any plan employee only
30% of dental with vision – any plan employee only
Enroll in GenPro-use "MFPAYNE" 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
FHL Delivery Service
Marsh Fleet-Payroll with employer contribution –
$100/month toward MEC
Enroll in GenPro-use "MFFHL" 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 5, 2022
Westside Animal Clinic
PSIVet- Payroll, with employer contributing 50% towards individual MEC coverage.
Enroll in BMP
5 Star: Life, HI, and Accident
Vault Medical
Effective date 7/1 if enrolled by 6/15
Rollin’ Paws Mobile Veterinary Service
PSIVet- Payroll, with employer covering the first up to $100 of any medical selection (so Basic level is 100% paid for, Basic Plus is subsidized).
Enroll in BMP
5 Star: Life, HI, and Accident
Vault Medical
Effective date 7/1 if enrolled by 6/15
Cross Country Deliveries
Marsh Fleet-ACH
Options Plus MEC
Delta Dental with VSP Vision
Enroll in GenPro under Marsh ACH and put "Cross Country" 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
SB Delivery
Marsh Fleet-Payroll with employer contribution of 50% off employee only MEC coverage – either plan
Exception: Kadra Reis: 100% of MEC wit HI including dependents and 100% basic dental with vision including dependents
Enroll in GenPro-use "MFSB" for OP Case Code
Options Plus MEC
Delta Dental with VSP Vision
American National: CI, DI, HI, Life, and Accident
Initial Effective Date: June 1, 2022
First Payroll Deduction Date: June 3, 2022
M & T Trucking incorporation
Marsh Fleet-ACH
Options Plus MEC
Delta Dental with VSP Vision
Enroll in GenPro under Marsh ACH and put "M&T" 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
STG Transport Logistics
Marsh Fleet: Payroll with Employer Contribution of $81/month toward MEC
ASK EMPLOYEES IF THEY PARTICIPATE IN THE HEALTH AND/OR DENTAL PLAN THAT THIS GROUP HAS IN PLACE…IF THEY PARTICIPATE ALREADY…DO NOT ENROLL THEM IN OUR PLAN. THEY CANNOT DROP THEIR CURRENT COVERAGE TO ENROLL IN OUR PLANS. ANY QUESTIONS ABOUT THAT SHOULD BE TAKEN UP WITH ALLYSON AT GTS.
Enroll in GenPro-use "MFSTG" for OP Case Code
Options Plus MEC
Delta Dental with Vision
American National: CI, DI, HI, Life, and Accident
Initial Effective Date: June 1, 2022
First Payroll Deduction Date: June 3, 2022
GTS Transport Logistics
Marsh Fleet: Payroll with Employer Contribution of $81/month toward MEC
ASK EMPLOYEES IF THEY PARTICIPATE IN THE HEALTH AND/OR DENTAL PLAN THAT THIS GROUP HAS IN PLACE…IF THEY PARTICIPATE ALREADY…DO NOT ENROLL THEM IN OUR PLAN. THEY CANNOT DROP THEIR CURRENT COVERAGE TO ENROLL IN OUR PLANS. ANY QUESTIONS ABOUT THAT SHOULD BE TAKEN UP WITH ALLYSON AT GTS.
Enroll in GenPro-use "MFGTS" for OP Case Code
Options Plus MEC
Delta Dental with Vision
American National: CI, DI, HI, Life, and Accident
Initial Effective Date: June 1, 2022
First Payroll Deduction Date: June 3, 2022
Drip Drive Hydration
Marsh Fleet: Payroll with Employer Contribution of 50% of either MEC, employee only
Enroll in GenPro-use "MFDRIP" for OP Case Code
Options Plus MEC
Delta Dental with Vision
American National: CI, DI, HI, Life, and Accident
Initial Effective Date: June 1, 2022
First Payroll Deduction Date: June 3, 2022
Alpine Logistics
Marsh Fleet: Payroll with Employer Contribution of $162/month toward MEC
Enroll in GenPro-use "MFALPINE" for OP Case Code
Options Plus MEC
Delta Dental with Vision
American National: CI, DI, HI, Life, and Accident
Initial Effective Date: June 1, 2022
First Payroll Deduction Date: June 3, 2022
ACES Express
Marsh Fleet: Payroll with Employer Contribution of $81/month toward MEC
Enroll in GenPro-use "MFACES" for OP Case Code
Options Plus MEC
Delta Dental with Vision
American National: CI, DI, HI, Life, and Accident
Initial Effective Date: June 1, 2022
First Payroll Deduction Date: June 3, 2022
ETLA Express
Marsh Fleet: Payroll with Employer Contribution of $81/month toward MEC
Enroll in GenPro-use "MFETLA" for OP Case Code
Options Plus MEC
Delta Dental with Vision
American National: CI, DI, HI, Life, and Accident
Initial Effective Date: June 1, 2022
First Payroll Deduction Date: June 3, 2022
Mac Trucking
Marsh Fleet-ACH
Options Plus MEC
Delta Dental with VSP Vision
Enroll in GenPro under Marsh ACH and put "Mac Trucking" 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
Karma LGX
Marsh Fleet-ACH
Options Plus MEC
Delta Dental with VSP Vision
Enroll in GenPro under Marsh ACH and put "Karma" 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
North Star Animal Hospital
PSIVet
Enroll in BMP-this is self pay/ACH
5 Star: Life, HI, and Accident
Vault Medical
Diversified Laboratory Repair
Benefits Basics
Cincinnati Life is the only carrier
Payroll Deduction Date 6/10/22
26 (Bi-weekly) pay \
CONTRACT DATE IS July 1, 2022
EasySend Production Application Link
Copy and Paste the company name "Diversified Laboratory Repair" into the Employer field on the first page.
Rate Table\
Cash Value info\
CinFin Underwriting Handbook
Current life – Group term for employees one times salary and is not portable its convertible
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
PA State Troopers
Benefits Basics
Harmony: Colonial Life
Whole Life: Colonial Life
Individual Term Life: Colonial Life
ACH collection happens in Piedmont Pays. Benefit guide logs into their own acct to take checking information. piedmontpays.com
No Census provided
People
PSTA – Pennsylvania State Troopers Association
Different trooper barracks throughout the State of PA.
Highlights
T Callison Inc
Marsh Fleet
Enroll in GenPro-use "MFCALL" for OP Case Code
Payroll with no employer contribution. (if the employee mentions an allowance/bonus for benefits, refer them to Terry, the owner. DO NOT BRING IT UP)
Options Plus MEC
Delta Dental with VSP Vision
American National: CI, DI, HI, Accident, Life
Initial Effective Date: June 1, 2022. First Payroll Deduction Date: June 2, 2022.
Pick Up & Go Moving International
Marsh Fleet-ACH
Options Plus MEC
Delta Dental with VSP Vision
Enroll in GenPro under Marsh ACH and put "Pick Up" 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
Tile Design by Edelstein
This is ACH only case.
Landing Page Link: http://bnfts.us/NTCA
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.
Audiology Island
Payroll with contribution. Employer is paying the full amount of any level of medical coverage.
There is no IHP offered to this group. Don't mention it as it is not on the landing page.
CASE NAME in GEN PRO: BELTONE-Audiology Island put 14AMERIW in the case code field
American National – Accident, DI, HI, CI and Life (ACH – via Ameriworks)
Options Plus MEC
Options plus Dental and Vision
Effective date 6/1, first deduction 6/5.
Magnum Health
ACH only for this case:
CASE NAME in GEN PRO: BELTONE-ACH put 14AMERIW in the case code field
American National – Accident, DI, HI, CI and Life (ACH – via Ameriworks)
Options Plus MEC – ACH – Fill this out with same info that they give for American National and add to Kustomer Profile
Options plus Dental and Vision – ACH – Fill this out with same info that they give for American National and add to Kustomer Profile
Alma Vet Connection
PSIVet
Enroll in BMP-this is self pay/ACH
5 Star: Life, HI, and Accident
Vault Medical
Chivv Flooring LLC
Landing Page Link: http://bnfts.us/NTCA
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.
LaValle Flooring Inc
Company is paying any level of dental w/vision coverage including dependent coverage. No MEC offered to this group. Employees pay 100% of any voluntary elections.
Enroll in Harmony (Lavalle Flooring) for Colonial and Options Plus Dental/Vision
-
Colonial – Accident, DI, HI, CI, and Life
-
Effective date 6-1-22. Deductions bi-weekly.
ABB Logistics
Marsh Fleet-ACH
Options Plus MEC
Delta Dental with VSP Vision
Enroll in GenPro under Marsh ACH and put "ABB" 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
KTE Transportation Corp
Marsh Fleet-Payroll with employer contribution:
Employer contribution: $50,000 life insurance policy for employee only – put the amount for this portion (if they buy additional) of employee only amount for $50,000 in Kustomer.
Enroll in GenPro-use "MFKTE" for OP Case Code
American National: HI, CI, DI, Life, and Accident
DO NOT OFFER MEC AND/OR DENTAL WITH VISION-THEY ALREADY HAVE THOSE COVERAGES AVAILABLE WITH ANOTHER CARRIER
Initial Effective Date: June 1, 2022. First payroll deduction date: June 3, 2022
SMTT Inc
Marsh Fleet-Payroll with employer contribution:
Employer contribution: 100% of either MEC plan and/or either Dental with Vision plan-employee only
Enroll in GenPro-use "MFSMTT" for OP Case Code
American National: HI, CI, DI, Life, and Accident
Options Plus: MEC and Dental with Vision
Initial Effective Date: June 1, 2022. First payroll deduction date: June 3,. 2022
Tech-Nology Transport
Marsh Fleet-ACH
Options Plus MEC
Delta Dental with VSP Vision
Enroll in GenPro under Marsh ACH 2021-2022 and put "Tech" 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
Animal Care Clinic of Oxford
PSIVet- Payroll no contribution (some employees may have individual contributions negotiated with employer that we are not privy to).
Enroll in BMP
5 Star: Life, HI, and Accident
Vault Medical
Effective date 6/1
Grand Park Animal Clinic
PSIVet
Enroll in BMP-this is self pay/ACH
5 Star: Life, HI, and Accident
Vault Medical
H2O Associates
Enroll in GenPro under NESPA ACH and put "H2O" 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
Liquid Design
American National Enrolled in GenPro – NESPA-ACH (note that IHP is not available for ACH)
ACH only-Use Ameriworks
Accident, DI, CI, HI, Term Life
-
MEC with Options plus ACH Information enrolled in Gen pro – ACH should be entered here and this added to Kustomer
-
Dental and Vision with Options plus enroll in Gen Pro – ACH Information should be entered here and added to Kustomer
Novus Glass of Elkins
American National Enrolled in GenPro – Novus Glass-ACH
ACH only-Use Ameriworks
Accident, DI, CI, HI, Term Life
-
MEC with Options plus ACH Information enrolled in Gen pro – ACH should be entered here and this added to Kustomer
-
Dental and Vision with Options plus enroll in Gen Pro – ACH Information should be entered here and added to Kustomer
Roma Pools
PLEASE NOTE: ONLY DENTAL WITH VISION IS BEING OFFERED TO THIS GROUP. NO MEC, NO VOLUNTARY. PLEASE DON'T OFFER OR DISCUSS.
Payroll Group.
Enroll in GenPro NESPA-Roma Pools
Employer is paying the full amount of any Dental with Vision elections, including spouse and family coverage.
Wileys Welding & Remodels LLC
This is ACH only
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.
Crooked Creek Animal Hospital – Hartmann
This is ACH only.
-
Enroll on Benefits Manager Pro
Limited Medical: Vault Basic and Basic Plus
Life: 5Star
Hospital Indemnity: 5Star
Accident: 5Star
-
Effective date is 6/1.
MahnaMahna
Marsh Fleet
Genesis Pro – Payroll deduction with no employer contribution
PUT "MFMAHNA" IN THE 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
Initial Effective Date: June 1, 2022. First Payroll Deduction Date: June 6,2022.
Hermex Logistics Inc
Marsh Fleet
Genesis Pro – Payroll deduction with no employer contribution
PUT "MFHERMEX" IN THE 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
Initial Effective Date: June 1, 2022. First Payroll Deduction Date: June 3, 2022.
EWY Freight
Marsh Fleet-ACH
Options Plus MEC
Delta Dental with VSP Vision
Enroll in GenPro under Marsh ACH and put "Ewy" 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
Quikpaks
Marsh Fleet-ACH
Options Plus MEC
Delta Dental with VSP Vision
Enroll in GenPro under Marsh ACH and put "Quikpaks" 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
Eau Gallie Veterinary Hospital
-
Employer is paying 50% of any individual MEC, Accident, or Hospital Indemnity elections.
-
Enroll on Benefits Manager Pro
Limited Medical: Vault Basic and Basic Plus
Life: 5Star
Hospital Indemnity: 5Star
Accident: 5Star
-
Effective date is 6/1.
R3NG LLC
***PLEASE DOUBLE CHECK COMPANY EMPLOYEE WORKS FOR**
This group was mistakenly sold as one company, but there are 2: CP & M and R3NG. Make sure you are enrolling in the correct company, as the R3NG were sent CP & M calendar links originally until the mistake was noticed and they were re-marketed.
Payroll group with NO employer contribution
Enroll in GenPro
American National CI, Accident, DI, Flexcare, Term Life
Vault MEC Rates and flyer
Effective date is 6/1. Employees paid semi-monthly first pay date 6/15
Kingstowne Cat Clinic
PSI Vet Case-this is self pay/ACH
Enroll on Benefits Manager Pro
Limited Medical: Vault
Life: 5Star
Hospital Indemnity: 5Star
Accident: 5Star
C.Brito Transportation
Marsh Fleet-ACH
Options Plus MEC
Delta Dental with VSP Vision
Enroll in GenPro under Marsh ACH and put "C Brito" 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
K & M Knights Express
Marsh Fleet-payroll with employer contribution of up to $50/month for MEC coverage and/or
Dental with vision
Enroll in GenPro-use "MFKNIGHTS" for OP Case Code
Options Plus MEC
Delta Dental with VSP Vision
American National: CI, DI, HI, Life, and Accident
Initial Effective Date: June 1, 2022
First Payroll Deduction Date: June 3, 2022
Noghease Incorporated
Marsh Fleet-payroll with employer contribution of up to $50/month for MEC coverage
Enroll in GenPro-use "MFNOG" for OP Case Code
Options Plus MEC
Delta Dental with VSP Vision
American National: CI, DI, HI, Life, and Accident
Initial Effective Date: June 1, 2022
First Payroll Deduction Date: June 3, 2022
Safeco Logistics
Marsh Fleet-payroll with employer contribution of 50% of any MEC and/or any Dental with vision including dependents for Miguel and Ahmed-others will be different
Enroll in GenPro-use "MFSAFECO" for OP Case Code
Options Plus MEC
Delta Dental with VSP Vision
American National: CI, DI, HI, Life, and Accident
Initial Effective Date: June 1, 2022
First Payroll Deduction Date: June 3, 2022
Ready To Ride
Marsh Fleet-payroll with employer contribution of up to $100/month for MEC and/or
Dental with Vision
Enroll in GenPro-use "MFREADY" for OP Case Code
Options Plus MEC
Delta Dental with VSP Vision
American National: CI, DI, HI, Life, and Accident
Initial Effective Date: June1, 2022
First Payroll Deduction Date: June 3, 2022
Zero-Seven-Alpha Logistics
Marsh Fleet
Enroll in GenPro-use "MFZERO" 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: June 1, 2022. Employees paid weekly. First payroll deduction date is June 3, 2022.
Born For This Trucking
Marsh Fleet
Enroll in GenPro-use "MFBORN" 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: June 1, 2022. Employees paid weekly. First payroll deduction date is June 3, 2022
Prolific Lines
Marsh Fleet-ACH
Options Plus MEC
Delta Dental with VSP Vision
Enroll in GenPro under Marsh ACH and put "Prolific" 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
Forest Historical Roofing
Payroll group. Contributing the full amount of the Basic Plus Vault MEC and Hospital Indemnity for single coverage only.
Enroll in GenPro
American National CI, Accident, DI, Flexcare, Term Life
Vault MEC Rates and flyer
Effective Date 6/1
CP&M LLC
***PLEASE DOUBLE CHECK COMPANY EMPLOYEE WORKS FOR**
This group was mistakenly sold as one company, but there are 2: CP & M and R3NG. Make sure you are enrolling in the correct company, as the R3NG were sent CP & M calendar links originally until the mistake was noticed and they were re-marketed.
Payroll group with NO employer contribution
Enroll in GenPro
American National CI, Accident, DI, Flexcare, Term Life
Vault MEC Rates and flyer
Effective date is 6/1. Employees paid semi-monthly first pay date 6/15
G&R LAGUNAS
Marsh Fleet-ACH
Options Plus MEC
Delta Dental with VSP Vision
Enroll in GenPro under Marsh ACH and put "G&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
Cardinal Trucking
Marsh Fleet-ACH
Options Plus MEC
Delta Dental with VSP Vision
Enroll in GenPro under Marsh ACH and put "Cardinal" 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
Bulldog Delivery
Marsh Fleet-ACH
Options Plus MEC
Delta Dental with VSP Vision
Enroll in GenPro under Marsh ACH and put "Bulldog" 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
CD Webster
Marsh Fleet
Genesis Pro – Payroll deduction with no employer contribution
PUT "MFCDW" IN THE 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
Initial Effective Date: June 1, 2022. First Payroll Deduction Date: June 3, 2022.
PAX P & D INC
Marsh Fleet-payroll with employer contribution:
Tony Miles: $100/month toward any benefit
Enroll in GenPro-use "MFPAX" for OP Case Code
Options Plus MEC
Delta Dental with VSP Vision
American National: CI, DI, HI, Life, and Accident
Initial Effective Date: June 1, 2022
First Payroll Deduction Date: June 3, 2022
Maldonado Construction Group
Payroll with employer contribution of $50 per month to be used on any benefits.
Enroll in GenPro
American National CI, Accident, DI, Flexcare, Term Life
Vault MEC Rates and flyer
TempCo
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.
The Key of California
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
\
*** 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.
Gransir Logistics
Marsh Fleet-Payroll with employer contribution-50% of employee only premium for either MEC plan and/or either Dental with Vision plan
Enroll in GenPro-use "MF GRANSIR" for OP Case Code
American National: HI, CI, DI, Life, and Accident
Options Plus: MEC and Dental with Vision
Initial Effective Date: August 1, 2022
First Payroll Deduction Date: August 5, 2022
Vertical Solutions Roofing & Construction DFW
Please verify location-DFW (not OKC)
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.
Vertical Solutions Roofing & Construction OKC
Please verify location is OKC (not DFW)
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.
Wadsworth Solutions Warner Mechanical
Benefits Basics
Cincinnati Life is the only carrier
Payroll Deduction Date 5/30
2 payrolls, Weekly and Bi-Weekly, please confirm with employee.
Payroll deduction dates are May 5 for Weekly and May 13th for Bi-Weekly.
CONTRACT DATE IS June 1, 2022
Term Life / Term ROP
Whole Life 65 / 100
EasySend Production Application Link
Copy and Paste the company name "Wadsworth Solutions Warner Mechanical" 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
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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
RENU Contracting & Restoration
LIBI-ACH
Options Plus MEC
Delta Dental with VSP Vision
Enroll in GenPro under National Assoc of Home Builders – ACH and put "RENU" 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
Countryside Veterinary Service
Payroll with Contribution. Company will pay 50% for individual MEC plans for hourly employees, or 75% for salaried employees for individual MEC plans. See grid below for eligibility and contribution level:
PSIVet
Enroll in BMP
5 Star: Life, HI, and Accident
Vault Medical-Please note the new MEC plans as of 3/17/22- Use Basic 2022 and Basic Plus 2022.
Benefits offered for a 6/1 effective date. Please use 2022 May Enrollment Period.
Young Transportation Services
Marsh Fleet-payroll with employer contribution of up to $81/month for MEC coverage
Enroll in GenPro-use "MFYOUNG" for OP Case Code
Options Plus MEC
Delta Dental with VSP Vision
American National: CI, DI, HI, Life, and Accident
Initial Effective Date: May 1, 2022
First Payroll Deduction Date: May 6, 2022
Blueline Courier
Marsh Fleet
Enroll in GenPro-use "MFBLUELINE" 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: May 1, 2022. Paid Weekly. First Payroll Deduction Date: May 6 (paid on Fridays)
Idaho Route Works
Marsh Fleet
Enroll in GenPro-use "MFIDAHO" 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: May 1, 2022. First Payroll Deduction Date: May 6, 2022
Atomic City
Marsh Fleet
Enroll in GenPro-use "MFATOMIC" 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: May 1, 2022. First Payroll Deduction Date: May 6, 2022
208 Logistics
Marsh Fleet
Enroll in GenPro-use "MF208" 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: May 1, 2022. First Payroll Deduction Date: May 6, 2022
Swift Delivery Services
Marsh Fleet-Payroll with employer contribution:
Employer contribution: $300/month toward MEC and/or Dental with Vision
Enroll in GenPro-use "MFSWIFT" for OP Case Code
American National: HI, CI, DI, Life, and Accident
Options Plus: MEC and Dental with Vision
Initial Effective Date: May 1, 2022. First payroll deduction date: May 13, 2022 (paid bi-weekly)
MG Logistics
Marsh Fleet-Payroll with employer contribution:
Employer contribution: $300/month toward MEC and/or Dental with Vision
Enroll in GenPro-use "MFMG" for OP Case Code
American National: HI, CI, DI, Life, and Accident
Options Plus: MEC and Dental with Vision
Initial Effective Date: May 1, 2022. First payroll deduction date: May 13, 2022 (paid bi-weekly)
All C’s Transportation
Marsh Fleet-ACH
Options Plus MEC
Delta Dental with VSP Vision
Enroll in GenPro under Marsh ACH and put "All C" 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
Amankrah & Co
Marsh Fleet-ACH
Options Plus MEC
Delta Dental with VSP Vision
Enroll in GenPro under Marsh ACH and put "Amankrah" 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
Fowler Logistics
Marsh Fleet-ACH
Options Plus MEC
Delta Dental with VSP Vision
Enroll in GenPro under Marsh ACH and put "Fowler" 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
Southern Coast Audiology
Will contribute 100% towards the Dental w/Vision for individual coverage only. Employees pay 100% of any family coverage or other benefits.
Group is not set up to offer IHP plans and the focus should not be on MEC plans as they have their own health plans- the main focus is Dental with Vision and Voluntary Benefits
Genesis Pro – Payroll deduction
PUT "14SOUTH" IN THE OP CASE CODE
MEC: Options Plus
Delta Dental with VSP Vision
Voluntary Benefits American National
Please note: employees paid monthly
Initial Effective Date: May 1, 2022 First Payroll Deduction Date: May 25, 2022.
Dreamstone Inc
This is a payroll group. Employer is contributing the full cost of the Ultimate + Hospital Indemnity for single coverage only.
Colonial – Accident, DI, HI, CI, and Life
Options Plus MEC
Options Plus Dental/Vision
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Enroll in Harmony for Colonial and Options Plus MEC and Options Plus Dental/Vision
Weekly Payroll. Effective date 5/1 First deduction 5/6.
Leathers II Inc
enefit Basics
Marsh Fleet-ACH
Options Plus MEC
Delta Dental with VSP Vision
Enroll in GenPro under Marsh ACH and put "Leathers" 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
Columbine Roofing
Payroll group with NO employer contribution
Enroll in GenPro
American National CI, Accident, DI, Flexcare, Term Life
Vault MEC Rates and flyer
Steel Horse Logistics
Marsh Fleet
Enroll in GenPro-use "MFSTEEL" 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: April 1, 2022. Paid weekly on Thursdays.
The Carpenter’s Son
This is a payroll group. Employer is contributing $100 per month towards MEC plans.
Colonial – Accident, DI, HI, CI, and Life
Options Plus MEC
Options Plus Dental/Vision
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Enroll in Harmony for Colonial and Options Plus MEC and Options Plus Dental/Vision
Weekly Payroll. Effective date 5/1 First deduction 5/6.
Islandia Pools
ACH only- no IHP offered to this group
American National: -enroll in NESPA ACH – put "Islandia" in the OP field.
American National – Accident, DI, HI, CI and Life (ACH – via Ameriworks)
Options Plus MEC, Dental and Vision – ACH – Add information to Google sheet provided for Options plus.
-OP Draft will be taken on the 5th of the month
- Any enrollment taken on the 16th or later will be the first of the month following the month after
-OP will send out an email for ACH approval will go out around the 20th of the month
Kay Pool & Spa
ACH only- no IHP offered to this group
American National: -enroll in NESPA ACH – put "Kay" in the OP field.
American National – Accident, DI, HI, CI and Life (ACH – via Ameriworks)
Options Plus MEC, Dental and Vision – ACH – Add information to Google sheet provided for Options plus.
-OP Draft will be taken on the 5th of the month
- Any enrollment taken on the 16th or later will be the first of the month following the month after
-OP will send out an email for ACH approval will go out around the 20th of the month
Benedict Packaging Services
Marsh Fleet-ACH
Options Plus MEC
Delta Dental with VSP Vision
Enroll in GenPro under Marsh ACH and put "Benedict" 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
Amaras Transportation
Marsh Fleet
Genesis Pro – Payroll deduction with no employer contribution
PUT "MFAMARAS" IN THE OP CASE CODE
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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
Initial Effective Date: May 1, 2022. First Payroll Deduction Date: May 6, 2022.
AK Taylor Enterprises
Marsh Fleet
Genesis Pro – Payroll deduction with no employer contribution
PUT "MFAKTAYLOR" IN THE OP CASE CODE
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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
Initial Effective Date: May 1, 2022. First Payroll Deduction Date: May 6, 2022.
MS Aguirre Trucking
Marsh Fleet
Genesis Pro – Payroll deduction with no employer contribution
PUT "MFAGUIRRE" IN THE OP CASE CODE
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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
Initial Effective Date: May 1, 2022. First Payroll Deduction Date: May 5, 2022.
Viking Delivery
Marsh Fleet-ACH
Options Plus MEC
Delta Dental with VSP Vision
Enroll in GenPro under Marsh ACH and put "Viking" 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
JR’s Van Service
Marsh Fleet-ACH
Options Plus MEC
Delta Dental with VSP Vision
Enroll in GenPro under Marsh ACH and put "JR Van" 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
Ratcliffe Packaging Services
Marsh Fleet-ACH
Options Plus MEC
Delta Dental with VSP Vision
Enroll in GenPro under Marsh ACH and put "Ratcliffe" 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
OCDB Inc
Marsh Fleet-ACH
Options Plus MEC
Delta Dental with VSP Vision
Enroll in GenPro under Marsh ACH and put "OCDB" 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
Omazic Transportation Inc
Marsh Fleet-Payroll with employer contribution – $100/month toward MEC and/or Dental with Vision
Enroll in GenPro-use "MFOMAZIC" for OP Case Code
Options Plus MEC
Delta Dental with VSP Vision
American National: CI, DI, HI, Life, and Accident
Initial Effective Date: May 1, 2022
First Payroll Deduction Date: May 6, 2022