Meridio Guides

Client Landing

CASE TERMINATED JULY 1, 2022-DO NOT ENROLL ANYONE

Marsh Fleet-Payroll with employer contribution – $80/month toward any benefits

Enroll in GenPro-use "MFAMARA" 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

Client Landing

Marsh Fleet-Payroll with employer contribution – $200/month toward MEC and/or Dental with Vision

Enroll in GenPro-use "MFTRACY" 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

Client Landing

Marsh Fleet-Payroll with employer contribution – $200/month toward MEC and/or Dental with Vision

Enroll in GenPro-use "MFHERRON" 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

Client Landing

Marsh Fleet-Payroll with employer contribution – $50/month toward MEC

Enroll in GenPro-use "MFPRD" 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

Client Landing

ACH only

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.

Client Landing

ACH only- no IHP offered to this group

American National: -enroll in NESPA ACH – put "PoolEx" 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

Client Landing

Payroll Contribution of 50% Individual MEC either plan for FT employees, 25% for PT employees. Current PT employees are:

Aimee Stamper

Krystal Starnas

• Enroll on Benefits Manager Pro

  Limited Medical: Vault Basic and Basic Plus

  Life: 5Star

  Hospital Indemnity: 5Star

  Accident: 5Star

• Weekly payroll. Effective date 5/1 First deduction 5/6

Client Landing

ACH only

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

This is ACH only.

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.

Client Landing

Marsh Fleet-ACH

Options Plus MEC

Delta Dental with VSP Vision

Enroll in GenPro under Marsh ACH and put "Thanik" 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 "JRSN" 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 "MAC" 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 "Herd S" 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 "Herd N" 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

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

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

Payroll-no employer contribution.

Enroll in all plans via Gen Pro

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 4/1

Client Landing

• Enroll on Benefits Manager Pro

  Limited Medical: Vault Basic and Basic Plus

  Life: 5Star

  Hospital Indemnity: 5Star

  Accident: 5Star

• Employer is contributing towards Vault MEC plans 50% of any plan.

Client Landing

Payroll with Contribution. Company will pay $85/month for the full cost of Basic MEC, or $85 towards the cost of Basic Plus.

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.

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 only

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

ACH only

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.

Client Landing

ACH only

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.

Client Landing

ACH only

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.

Client Landing

Benefits Basics

Cincinnati Life is the only carrier

Enrollment is March 21st – April 8th

Payroll – Weekly on Friday

First Deduction May 6th

Contract Date June 1, 2022

Contract Date is 6/1 (Coverage is date of app).

PLEASE SELL ALL WITH ADB AND WOP AND USE THE CORRECT RATES

Term Life / Term ROP

Whole Life 65 / 100

EasySend Production Application Link

Copy and Paste the company name "S and K" into the Employer field on the first page.

Weekly Rate Table

Cash Value info

CinFin Underwriting Handbook

In force report

Census

Highlights

SALES GUIDELINES:

1. 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

2. 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 (see attached)

   *Broker sells a plan design which automatically includes WAIVER OF PREMIUM and ADB…as features that come with the face amount choice… do not offer to add them, funtion like 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.

   * WL 100 min face is $5k, and can be purchased up to $100k s/t age-specific GI limit

UNDERWRITING Guidlines

"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 Student, unmarried, and not in the military.

Grandchildren

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

Client Landing

Marsh Fleet-Payroll with employer contribution – $125/month toward any MEC and/or Dental with Vision coverage

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

Options Plus MEC

Delta Dental with VSP Vision

VOLUNTARY BENEFITS PREMIUMS TO BE TAKEN ACH VIA AMERIWORKS-make sure to enter ACH information under Kessler in Ameriworks

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

Initial Effective Date: April 1, 2022

First Payroll Deduction Date: April 1, 2022

Client Landing

Marsh Fleet-ACH

Options Plus MEC

Delta Dental with VSP Vision

Enroll in GenPro under Marsh ACH and put "JB" 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 – $50/month toward MEC

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

Options Plus MEC

Delta Dental with VSP Vision

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

Initial Effective Date: April 1, 2022

First Payroll Deduction Date: April 1, 2022

Client Landing

Marsh Fleet-Payroll with employer contribution – 50% of either MEC-ee only and 50% of either dental with vision -ee only

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

Options Plus MEC

Delta Dental with VSP Vision

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

Initial Effective Date: April 1, 2022

First Payroll Deduction Date: April 1, 2022

Client Landing

Marsh Fleet-ACH

Options Plus MEC

Delta Dental with VSP Vision

Enroll in GenPro under Marsh ACH and put "McIntire" 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 for only the following employees:

Edith Carrasco- 100% of MEC any level including family coverage.

Ana Parra-100% of MEC any level individual coverage only.

Armando Munoz-100% of MEC any level individual coverage only.

All other employees no employer contribution.

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

Options Plus MEC

Delta Dental with VSP Vision

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

Initial Effective Date: April 1, 2022

First Payroll Deduction Date: April 1, 2022

Client Landing

Marsh Fleet-Payroll with employer contribution – $25.50/week toward MEC

Enroll in GenPro-use "A&B" 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

Client Landing

Marsh Fleet-Payroll with employer contribution – $25.50/week toward MEC

Enroll in GenPro-use "Shiloh" 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

Client Landing

Marsh Fleet-ACH

Options Plus MEC

Delta Dental with VSP Vision

Enroll in GenPro under Marsh ACH and put "MAK" 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 to Z" 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 "SKSM" 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 "PE" 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

Payroll-Company contributes 50% of any level of medical-individual only. Employee responsible for all other costs.

Enroll in all plans via Gen Pro

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 4/1

Client Landing

Marsh Fleet-ACH

Options Plus MEC

Delta Dental with VSP Vision

Enroll in GenPro under Marsh ACH and put "FC" 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 "MFSPRING" for OP Case Code

Payroll with employer contribution:

50% of MEC plan-employee only-either plan

Options Plus MEC

Delta Dental with VSP Vision

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

Initial Effective Date: April 1, 2022 First Payroll Deduction Date: April 8, 2022-

Client Landing

Marsh Fleet

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

Payroll with employer contribution:

$81/month toward MEC

$14/month toward Dental with Vision

Options Plus MEC

Delta Dental with VSP Vision

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

Initial Effective Date: April 1, 2022, First Payroll Deduction Date: April 1, 2022-

Client Landing

Marsh Fleet

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

Payroll with employer contribution: Covering Comprehensive Dental with Vision-employee only

Options Plus MEC

Delta Dental with VSP Vision

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

Initial Effective Date: April 1, 2022, First Payroll Deduction Date: April 1, 2022

Client Landing

Marsh Fleet

Enroll in GenPro-use "MFSHOCCK" 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. First Payroll Deduction Date: April 1, 2022

Client Landing

Marsh Fleet-ACH

Options Plus MEC

Delta Dental with VSP Vision

Enroll in GenPro under Marsh ACH and put "Ground to Group" 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 "New Journeys" 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

ACH only- no IHP offered to this group

American National: -enroll in NESPA ACH – put "Pinto" 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

Client Landing

Genesis Pro – Payroll deduction employer contribution $50 per month towards MEC plans only.

PUT "MFTJK" IN THE OP CASE CODE

MEC: Options Plus

Delta Dental with VSP Vision

Voluntary Benefits American National

Initial Effective Date: April 1, 2022 Bi-weekly First Payroll Deduction Date: April 4, 2022.

Client Landing

Marsh Fleet Payroll with contribution.

100% Contribution for all plan levels MEC and Dental w/Vision (individual coverage only) for these managers. Responsible for all other family members or voluntary benefits:

Mohammed Ajak

Rhandal Sayat

Richard Slate

50% towards Choice MEC for all others (individual coverage only). Employees responsible for any dental w/vision or voluntary elections.

Genesis Pro

PUT "MFKARS" IN THE OP CASE CODE

MEC: Options Plus

Delta Dental with VSP Vision

Voluntary Benefits American National

Initial Effective Date: April 1, 2022 Weekly First Payroll Deduction Date: April 1, 2022.

Client Landing

Marsh Fleet

Genesis Pro – Payroll deduction 25% employer contribution toward any level of MEC individual only

PUT "MFWOHL" IN THE OP CASE CODE

MEC: Options Plus

Delta Dental with VSP Vision

Voluntary Benefits American National

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

Client Landing

Marsh Fleet

Genesis Pro – Payroll deduction no employer contribution.

PUT "MFLUNA" IN THE OP CASE CODE

MEC: Options Plus

Delta Dental with VSP Vision

Voluntary Benefits American National

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

Client Landing

Marsh Fleet-ACH

Options Plus MEC

Delta Dental with VSP Vision

Enroll in GenPro under Marsh ACH and put "DLB" 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

Genesis Pro – Payroll deduction no employer contribution.

PUT "MFMOR" IN THE OP CASE CODE

MEC: Options Plus

Delta Dental with VSP Vision

Voluntary Benefits American National

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

Client Landing

Marsh Fleet

Genesis Pro – Payroll deduction no employer contribution.

PUT "MFVILA" IN THE OP CASE CODE

MEC: Options Plus

Delta Dental with VSP Vision

Voluntary Benefits American National

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

Client Landing

Marsh Fleet

Genesis Pro – Payroll deduction with $41 monthly contribution towards any individual MEC.

PUT "MFDAV" IN THE OP CASE CODE

MEC: Options Plus

Delta Dental with VSP Vision

Voluntary Benefits American National

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

Client Landing

Marsh Fleet

Genesis Pro – Payroll deduction with 50% contribution towards any individual MEC or Dental and Vision plan.

PUT "MFPIN" IN THE OP CASE CODE

MEC: Options Plus

Delta Dental with VSP Vision

Voluntary Benefits American National

Initial Effective Date: April 1, 2022 First Payroll Deduction Date: April 4, 2022.

Client Landing

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

Client Landing

Marsh Fleet-ACH

Options Plus MEC

Delta Dental with VSP Vision

Enroll in GenPro under Marsh ACH and put "Armstrong" 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

DO NOT ENROLL ANYONE IN THIS CASE

Client Landing

Marsh Fleet-ACH

Options Plus MEC

Delta Dental with VSP Vision

The MEC and/or Dental with Vision is available only for those listed below (some employees cannot enroll in MEC or dental with vision but the group below can and all employees can enroll in vb):

Bambang

Billups

Laura Brown

Cobia

Shannon Coleman

Joshua Davis

Finch

Gaither

Ken Johnson

Mark Johnson

Daniel Larry

Redenbaugh

Richter Hernandez

Gennareh Woods

Leroy Woods

Enroll in GenPro under Marsh ACH and put "Mercury" 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

Genesis Pro – Payroll deduction with no employer contribution

PUT "MFTOP" 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: April 1, 2022. First Payroll Deduction Date: April 1, 2022.

This was an ACH case but moved to Payroll Deduction

Client Landing

DO NOT ENROLL ANYONE UNDER THIS GROUP – ALL SHOULD BE UNDER TOP TIER

Client Landing

DO NOT ENROLL ANYONE IN THIS CASE

t

Client Landing

Marsh Fleet

Genesis Pro – Payroll deduction with no employer contribution

PUT "MFTINKEY" 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 8, 2022. Paid bi-weekly on Wednesdays.

Client Landing

Marsh Fleet-ACH

Options Plus MEC

Delta Dental with VSP Vision

Enroll in GenPro under Marsh ACH and put "Stream" 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 "Finest" 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 "GLH" 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 "Allens" 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

Genesis Pro – Payroll deduction with no employer contribution

PUT "MFGSL" IN THE OP CASE CODE

DO NOT OFFER VOLUNTARY BENEFITS

MEC: Options Plus

Delta Dental with VSP Vision

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

Client Landing

Marsh Fleet-Payroll with employer contribution – $60/month toward MEC for those that show as eligible for it in the list below-if they are not eligible, do not discuss employer contribution.

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

Options Plus MEC

Delta Dental with VSP Vision

American National: CI, DI, HI, Life, and Accident-PREMIUMS PAID VIA ACH FOR VOLUNTARY BENEFITS THROUGH AMERIWORKS

Initial Effective Date: April 1, 2022

First Payroll Deduction Date: April 1, 2022

List of Contacts here

Client Landing

Owner is going to go through the enrollment process first before offering to other employees. This is payroll with no contribution at this time.

Enroll in GenPro under Weirton Management

Options Plus MEC

Delta Dental with VSP Vision

American National: HI, CI, DI, 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

Payroll-Company contributing 50% of any level of medical and dental.

Enroll in all plans via Gen Pro.

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

Client Landing

Payroll. Company is paying the full cost of the Vault Basic Plus individual coverage.

Enroll in GenPro

National Roofing Contractors Association-ACH

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

Vault MEC Rates and flyer

Client Landing

Payroll case. No employer contribution.

Enroll in Harmony (Collins Concrete Coatings) for Colonial and Options Plus MEC and Options Plus Dental/Vision. PLEASE DOUBLE CHECK THE CORRECT COMPANY NAME

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

Options Plus MEC

Options Plus Dental/Vision

Client Landing

Payroll case. No employer contribution.

Enroll in Harmony (Collins Tile and Stone Ntca) for Colonial and Options Plus MEC and Options Plus Dental/Vision PLEASE DOUBLE CHECK THE CORRECT COMPANY NAME

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

Options Plus MEC

Options Plus Dental/Vision

Client Landing

Marsh Fleet-ACH

Options Plus MEC

Delta Dental with VSP Vision

Enroll in GenPro under Marsh ACH and put "VVEX" 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

This was an ACH case that moved to payroll for April 1, 2022.

Marsh Fleet

Enroll in GenPro-use "MFROMANS" 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. First Payroll Deduction Date: April 7, 2022

Client Landing

ASK THE PERSON IF THEY ARE AN EMPLOYEE OF HAUSER OR JUST A PROSPECT. IF THEY ARE AN EMPLOYEE, PROCEED WITH ENROLLMENT. IF THEY ARE PROSPECT, ASK THEM TO REVIEW THE MARKETING PACKAGE PROVIDED TO THEM BY THE CLIENT AND DO NOT GO FURTHER. THEY CAN ENROLL/GET QUOTES WHEN THEY ARE EMPLOYED.

Marsh Fleet-ACH

Options Plus MEC

Delta Dental with VSP Vision

Enroll in GenPro under Marsh ACH and put "Hauser" 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:

100% of basic MEC employee only,

100% of basic dental with vision employee only,

$50,000 life insurance (DO NOT OFFER DEPENDENT LIFE INSURANCE…THEY CAN ONLY GET IT FOR THEMSELVES FOR $50,000)

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

Options Plus MEC

Delta Dental with VSP Vision

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

Initial Effective Date: March 1, 2022

First Payroll Deduction Date: March 4, 2022

Client Landing

Marsh Fleet

Enroll in GenPro-use "MFLPHM" 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: March 1, 2022. First payroll deduction date: March 4, 2022

Client Landing

Colonial Life

Enroll in Harmony

Existing account – Re-enrollment

• New Products are all group with the exception of Term Life and Whole life.

• Please offer lower cost option or DI, CI, Accident IF the employee does not have a pre-ex.

• Remember to add to the enrollment is it a replacement

NJ does not allow the 3 month benefit so the only benefit option that is set up is the 6 month with a 7/7 & 14/14 elimination period.

Payroll is 26 times per year, bi-weekly every other Friday.

In force listing – Please note this is semi monthly and incorrect. Payroll is bi-weekly.

Census

Term Life NY Info

Term Life All other Info

Client Landing

Benefits Basics

Cincinnati Life is the only carrier

Enrollment is Feb 7th – Feb 26th

Payroll – Weekly on Fridays

Replacing Mass Mutual – 1+ year in force

Payroll is run on March 4th

Contract Date is 4/1 (Coverage is date of app).

PLEASE TRY TO SELL ALL WITH ADB AND WOP AND USE THE CORRECT RATES

Term Life / Term ROP

Whole Life 65 / 100

EasySend Production Application Link

Copy and Paste the company name "REDLION HEALTHCARE" into the Employer field on the first page.

Weekly Rate Table

Cash Value info

CinFin Underwriting Handbook

Census

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 "Sphinx" 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 –

50% of any benefits up to $300/month

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

Options Plus MEC

Delta Dental with VSP Vision

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

Initial Effective Date: March 1, 2022

First Payroll Deduction Date: March 4, 2022

Client Landing

Marsh Fleet-Payroll with employer contribution –

$50/month toward MEC

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

Options Plus MEC

Delta Dental with VSP Vision

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

Initial Effective Date: March 1, 2022

First Payroll Deduction Date: March 4, 2022

Client Landing

Marsh Fleet-Payroll with employer contribution –

50% of either MEC and either Dental with Vision Plan-employee only portion

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

Options Plus MEC

Delta Dental with VSP Vision

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

Initial Effective Date: March 1, 2022

First Payroll Deduction Date: March 4, 2022

Client Landing

Marsh Fleet-ACH

Options Plus MEC

Delta Dental with VSP Vision

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

Collect bank account information in Ameriworks

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 "Rize" 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 "Remsund" 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 "Mission" 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

This is ACH only.

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

Benefits Basics

Cincinnati Life is the only carrier

Enrollment is Feb 7th – Feb 26th

Payroll – Weekly on Fridays

Replacing Mass Mutual – 1+ year in force

Payroll is run on March 4th

Contract Date is 4/1 (Coverage is date of app).

PLEASE TRY TO SELL ALL WITH ADB AND WOP AND USE THE CORRECT RATES

Term Life / Term ROP

Whole Life 65 / 100

EasySend Production Application Link

Copy and Paste the company name "REDLION HEALTHCARE" into the Employer field on the first page.

Weekly Rate Table

Cash Value info

CinFin Underwriting Handbook

Census

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

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. \
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

ACH only

CASE NAME in GEN PRO: Truckers Affiliate. put "03AMERIW" in the case code field

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

Options Plus MEC – ACH – via Ameriworks

Options plus Dental and Vision – ACH via Ameriworks

Client Landing

ACH only- no IHP offered to this group

American National: -enroll in NESPA ACH – put "Company Name" in the OP field.

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

MEC with Options plus

Dental and Vision with Options plus

Collect bank account information in Ameriworks for any American National elections.

Client Landing

Marsh Fleet-payroll with employer contribution of 100% of basic MEC for ee only and/or 100% of basic dental with vision for ee only

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

Options Plus MEC

Delta Dental with VSP Vision

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

Initial Effective Date: March 1, 2022

First Payroll Deduction Date: March 4, 2022

Client Landing

CLOSING APRIL 17, 2022. DO NOT ENROLL ANYONE UNDER THIS GROUP.

Marsh Fleet-payroll with employer contribution of 50% of ee only toward any MEC

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

Options Plus MEC

Delta Dental with VSP Vision

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

Initial Effective Date: March 1, 2022

First Payroll Deduction Date: March 4, 2022

Client Landing

Marsh Fleet

Genesis Pro – Payroll deduction with no employer contribution

PUT "MFELEV8" 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: March 1, 2022. First Payroll Deduction Date: March 3, 2022.

Client Landing

Marsh Fleet-payroll with employer contribution of $75/month toward any MEC

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

Options Plus MEC

Delta Dental with VSP Vision

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

Initial Effective Date: March 1, 2022

First Payroll Deduction Date: March 4, 2022

Client Landing

Marsh Fleet-payroll with employer contribution of $75/month toward any MEC

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

Options Plus MEC

Delta Dental with VSP Vision

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

Initial Effective Date: March 1, 2022

First Payroll Deduction Date: March 4, 2022