Internal Guidelines
GROUP TERMINATED JANUARY 1, 2022
Marsh Fleet
Enroll in GenPro-use "MFJOJO" for OP Case Code
Payroll with employer contribution-will pay $80/month toward MEC
Delta Dental with VSP Vision
VOLUNTARY BENEFIT PREMIUMS TO BE TAKEN VIA ACH-COMPLETE THE AMERIWORKS FORMS
American National: CI, DI, HI, Life, and Accident
Initial Effective Date: December 1, 2021, Paid Weekly-first payroll deduction date=December 6, 2021 (paid on Mondays)
Marsh Fleet
Enroll in GenPro-use "MFJAH" 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: December 1, 2021. Paid Weekly. First Payroll Deduction Date: December 6 (paid on Mondays)
Marsh Fleet
Enroll in GenPro-use "MFGQD" 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: December 1, 2021. Paid Weekly. First Payroll Deduction Date: December 3 (paid on Fridays)
Marsh Fleet
Enroll in GenPro-use "MFSMITH" 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: December 1, 2021. Paid Weekly. First Payroll Deduction Date: December 3 (paid on Fridays)
Marsh Fleet
Enroll in GenPro-use "MFAIR" 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: December 1, 2021. Paid Weekly. First Payroll Deduction Date: December 3 (paid on Fridays)
Marsh Fleet
Enroll in GenPro-use "MFBLUEOX" 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: December 1, 2021. Paid Weekly. First Payroll Deduction Date: December 3 (paid on Fridays)
Marsh Fleet – this used to be JJA
Enroll in GenPro-use "MFMILLER" for OP Case Code
Payroll with no employer contribution
Options Plus MEC
Delta Dental with VSP Vision
American National: CI, DI, HI, Accident, Life
Paid weekly on Fridays
Marsh Fleet-ACH
Options Plus MEC
Delta Dental with VSP Vision
Enroll in GenPro under Marsh ACH and put "GRG" 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
Marsh Fleet-Employer contribution = $50/month toward any MEC plans
(Phillip Mark Jones-employer will pay full cost of MEC plan chosen)
Enroll in GenPro: Put "MFLASTMI" in OP Case Code
Options Plus MEC
Delta Dental with VSP Vision
American National: CI, DI, HI, Life, and Accident
Initial Effective Date: December 1, 2021. First Payroll Deduction = December 3, 2021
Marsh Fleet-ACH
Options Plus MEC
Delta Dental with VSP Vision
Enroll in GenPro under Marsh ACH and put "Mercer" 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
Marsh Fleet-ACH
Options Plus MEC
Delta Dental with VSP Vision
Enroll in GenPro under Marsh ACH and put "Rena" 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
This is ACH only with a 12/1 effective date.
American National: -enroll in NESPA ACH – put Twin County in the OP field (though we are not enrolling Options Plus plans with these groups). Collect bank account information in Ameriworks for any American National elections.
EASE for Medical Options and MEC (need ACH information to proceed, either individual for ACH or company for payroll deduction if under 10 lives).
Dental offered by EASE
Enrollment link (includes links to medical and dental plan comparisons):
This is ACH only with a 12/1 effective date.
American National: -enroll in NESPA ACH – put Artesian Pools in the OP field (though we are not enrolling Options Plus plans with these groups). Collect bank account information in Ameriworks for any American National elections.
EASE for Medical Options and MEC (need ACH information to proceed, either individual for ACH or company for payroll deduction if under 10 lives).
Dental offered by EASE
Enrollment link (includes links to medical and dental plan comparisons):
ECMD Client Reserves Here
OE for 2021-22 Effective date first of the following month they enrolled.
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ECMD Commitment form to be signed by EACH Employee enrolled or waived.
Health and Wealth program details
Colonial Life is the enrollment system.
ACH with employer contribution of ??% of basic MEC ($81/month) for employee only and ??% of preventive dental/vision ($14.39/month) for employee only
Enroll in GenPro-use "???" for OP Case Code
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.
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.
ACH with employer contribution of ??% of basic MEC ($81/month) for employee only and ??% of preventive dental/vision ($14.39/month) for employee only
Enroll in GenPro-use "???" for OP Case Code
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.
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.
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.
Marsh Fleet
Enroll in GenPro-use "MFSPE" 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 is November 1, 2021. First weekly payroll deduction date is November 5, 2021.
Marsh Fleet
Enroll in GenPro-use "MFFRE" 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 is November 1, 2021. First weekly payroll deduction date is November 5, 2021.
ACH only Eff Date 12/1
PSIVet
Enroll in BMP
Five Star: Accident, HI, and Life
Vault: MEC
ACH only. Eff Date 11/1
American National: -enroll in Beltone ACH – put Beltone Rangel in the OP field (though we are not enrolling Options Plus plans with these groups). Collect bank account information in Ameriworks for any American National elections.
EASE for Medical Options and MEC (need ACH information to proceed, either individual for ACH or company for payroll deduction if under 10 lives).
Dental offered by EASE
Enrollment link (includes links to medical and dental plan comparisons):
Payroll deduction Eff. Date 11/1. No employer contribution.
CASE NAME in GEN PRO: Truckers Affiliate. put "03AMERIW" in the case code field
American National – Accident, DI, HI, CI and Life (if ACH – via Ameriworks)
Options Plus MEC – If ACH – via Ameriworks
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BenAdvance Website: https://brokerexchanges.com/meridio \
For CIGNA or BCBS the enroller must go to www.premierenroll.com\
Code – TMPLO52 Broker Code – JGNY9999
BenAdvance Reference Based Products: https://brokerplusgroup.myfor.ms/form-5843449/benadvance-phq
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Pricing for Reference-based products: https://drive.google.com/file/d/15EXOm2pggTnIh8EXi8v57KxyIPjFj1V9/view?usp=sharing
-Review Plan and fill out app as "Enroller" or give link to employee and they can fill out as "Employee"
People
Real Estate Agency – Face to face enrollment happening 10/28.
Meridio will be handling 80 or so real estate agents that all work remotely
Cincinnati Life is the only carrier
Enrollment is October 25 – Nov 12th.
Payroll Deduction – Bi-WEEKLY first deduction date is 12/10 Contract Date is 1/1 (Coverage is date of app).
IF the employee is commission only, and they only get paid when they make a sale, they are Monthly ACH. Same Deduction date, same contract date.
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 company name above into Employer field on first page.
BiWeekly/Weekly Rate Table For Payroll
Monthly/SemiMonthly Rate table For ACH
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
Marsh Fleet-ACH
Options Plus MEC
Delta Dental with VSP Vision
Enroll in GenPro under Marsh ACH and put "Paragon" 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
Marsh Fleet-ACH
Options Plus MEC
Delta Dental with VSP Vision
Enroll in GenPro under Marsh ACH and put "A&M" 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
ACH only. One employee.
Enroll in Harmony under HV Gateway
Colonial – Accident, DI, HI, CI and Life (if ACH-piedmont)
NO CENSUS so please manually add policy holder into system
Enroll in Harmony
BenAdvance Website: https://brokerexchanges.com/meridio \
For CIGNA or BCBS the enroller must go to www.premierenroll.com\
Code – TMPHU53 Broker Code – CNNY7771
ACH taken in Premier enroll for medical
Dental and vision by MET LIFE ACH taken in Premier enroll
-Review Plan and fill out app as "Enroller" or give link to employee and they can fill out as "Employee"
First enrollment deduction is the 25th of the first month and the 1st of the month thereafter
Marsh Fleet-Payroll with employer contribution-30% toward employee only MEC and dental with vision coverage.
Enroll in GenPro-use "MFSKYEXP" for OP Case Code
American National: HI, CI, DI, Life, and Accident
Options Plus: MEC and Dental with Vision
Initial Effective Date: November 1, 2021
First Payroll Deduction Date: November 4, 2021
Marsh Fleet
Enroll in GenPro-use "MFRAS" 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: November 1, 2021. Employees paid weekly. First payroll deduction date is November 1, 2021
Marsh Fleet-ACH
Options Plus MEC
Delta Dental with VSP Vision
Enroll in GenPro under Marsh ACH and put "KJA" 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
Marsh Fleet-payroll with no employer contribution
Enroll in GenPro and use "MFGOBIZ" for the OP Case Code
Options Plus MEC
Delta Dental with VSP Vision
American National: CI, DI, HI, Life, and Accident
Initial Effective Date: November 1. 2021. paid on Fridays. first payroll deduction date: November 5,. 2021
Two employees co-owners interested in medical plans via ACH. Will also explore voluntary benefits. Please note they currently have medical and disability through ACA and broker and will want to compare pricing, provider network and coverages. I sent information to review in advance.
Management Recruiters International Network – MRI
Enroll in Harmony
Colonial Life – Accident, DI, HI, CI and Life (ACH via Piedmont in Harmony when it's an ACH case)
Options Plus MEC – (ACH via Ameriworks – when it's an ACH case)
BenAdvance Website: https://brokerexchanges.com/meridio \
For CIGNA or BCBS the enroller must go to www.premierenroll.com\
Code – MRINET Broker Code – JMNJ9090
Please put BSNY4567 in the enroller code section of the application
BenAdvance Reference Based Products: https://brokerplusgroup.myfor.ms/form-5843449/benadvance-phq
\
Pricing for Reference based products: https://drive.google.com/file/d/15EXOm2pggTnIh8EXi8v57KxyIPjFj1V9/view?usp=sharing
-Review Plan and fill out app as "Enroller" or give link to employee and they can fill out as "Employee"
ASA – Automotive Services Association
Terms to Use: ASA Arizona members
American National: -enroll in ASA ACH – put "Company Name" in the OP field (though we are not enrolling Options Plus plans with these groups). Collect bank account information in Ameriworks for any American National elections.
If Payroll, need to get client ACH or CC ahead of time, set up parent account in EASE. This should be done on a Client lead level prior to enrollment.
EASE for Medical Options and MEC (need ACH information to proceed, either individual for ACH or company for payroll deduction if under 10 lives).
Dental offered by EASE
Enrollment link (includes links to medical and dental plan comparisons):
Northeast Pool and Spa
Terms to Use: NESPA member company, NESPA member, or Pool & Spa Professional
American National: -enroll in NESPA ACH – put "Company Name" in the OP field.
IHP plans enrolled via Gen Pro.
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
Collect bank account information in Ameriworks for any American National elections.
If they are enrolling in Medical with IHP: (Must be payroll deduction and have 2+ enrolled and should be determined prior to reaching Benefit guide)
RATES are HERE
Plan Description HERE Meridio is offering the Silver and Ultra ONLY!
Payroll no employer contribution. Eff Date 11/1 Paid semi-monthly (24 pays) first deduction 11/1.
PSIVet
Enroll in BMP
Five Star: Accident, HI, and Life
Vault: MEC
Genesis Pro – Payroll Deduction-use "MFLUCA" for OP Case Code
MEC: Options Plus – NO EMPLOYER CONTRIBUTION
Mike Padilla-employer paying for single MEC and single dental with vision-basic plans
Delta Dental with VSP Vision
Term Life: American National
Hospital Indemnity: American National
Critical Illness: American National
Disability: American National
Accident: American National
###
Marsh Fleet-Payroll with employer contribution:
employer will pay $50/month toward MEC
Enroll in GenPro-use "MFYANDT" for OP Case Code
American National: HI, CI, DI, Life, and Accident
Options Plus: MEC and Dental with Vision
Initial Effective Date: November 1, 2021
First Payroll Deduction Date: November 5, 2021 (paid weekly)
Marsh Fleet-ACH
Options Plus MEC
Delta Dental with VSP Vision
Enroll in GenPro under Marsh ACH and put "Wellman" 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
Marsh Fleet-Payroll with employer contribution:
employer will pay $150/month toward MEC
Enroll in GenPro-use "MFKBT" for OP Case Code
American National: HI, CI, DI, Life, and Accident
Options Plus: MEC and Dental with Vision
Initial Effective Date: November 1, 2021
First Payroll Deduction Date: November 1, 2021 (paid weekly)
ACH only for this case.
Could also be named "The Academy" but in Harmony, it is NY Academy of Trial Lawyers
NO CENSUS so please manually add policy holder into system
Colonial – Accident, DI, HI, CI and Term Life (if ACH-piedmont)
Enroll in Harmony
BenAdvance Website: https://brokerexchanges.com/meridio \
For CIGNA or BCBS the enroller must go to www.premierenroll.com\
Code – TMPNY98 Broker Code – CNNY7771
ACH taken in Premier enroll for medical
Dental and vision by MET LIFE ACH taken in Premier enroll
-Review Plan and fill out app as "Enroller" or give link to employee and they can fill out as "Employee"
Payroll paid bi-weekly 11/1 effective date
PSI Vet Case
Enroll on Benefits Manager Pro
Limited Medical: Vault
Life: 5Star
Hospital Indemnity: 5Star
Accident: 5Star
Marsh Fleet-Payroll with employer contribution:
employer will pay $100/month toward MEC
Enroll in GenPro-use "MFJRDEL" for OP Case Code
American National: HI, CI, DI, Life, and Accident
Options Plus: MEC and Dental with Vision
Initial Effective Date: November 1, 2021
First Payroll Deduction Date: November 5, 2021 (paid weekly)
Payroll paid bi-weekly 11/1 effective date
PSI Vet Case
Enroll on Benefits Manager Pro
Limited Medical: Vault
Life: 5Star
Hospital Indemnity: 5Star
Accident: 5Star
Payroll paid bi-weekly 11/1 effective date
PSI Vet Case
Enroll on Benefits Manager Pro
Limited Medical: Vault
Life: 5Star
Hospital Indemnity: 5Star
Accident: 5Star
Marsh Fleet-Payroll with employer contribution:
employer will pay $50/month toward MEC
Enroll in GenPro-use "MFHYDRO" for OP Case Code
American National: HI, CI, DI, Life, and Accident
Options Plus: MEC and Dental with Vision
Initial Effective Date: November 1, 2021
First Payroll Deduction Date: November 5, 2021 (paid weekly)
Marsh Fleet-Payroll with employer contribution:
employer will pay for employee only life insurance and STD up to $75/month. If they don't use the full $75, the balance can be used for MEC.
Enroll in GenPro-use "MFBELLA" for OP Case Code
American National: HI, CI, DI, Life, and Accident
Options Plus: MEC and Dental with Vision
Initial Effective Date: November 1, 2021
First Payroll Deduction Date: November 5, 2021 (paid weekly)
Payroll deduction with an employer contribution of $50 per months towards voluntary benefits. Paid weekly with 12/1 eff. date.
Colonial – Accident, DI, HI, CI and Life
NO CENSUS so please manually add policy holder into system
Enroll in Harmony
If they are interested in BenAdvance, please refer them to Tim Varone
ACH only for this case.
Could also be named "The Academy" but in Harmony, it is NY Academy of Trial Lawyers
NO CENSUS so please manually add policy holder into system
Colonial – Accident, DI, HI, CI and Term Life (if ACH-piedmont)
Enroll in Harmony
BenAdvance Website: https://brokerexchanges.com/meridio \
For CIGNA or BCBS the enroller must go to www.premierenroll.com\
Code – TMPNY98 Broker Code – CNNY7771
ACH taken in Premier enroll for medical
Dental and vision by MET LIFE ACH taken in Premier enroll
-Review Plan and fill out app as "Enroller" or give link to employee and they can fill out as "Employee"
States – KY, VA, WV, TN
\
People
170 EE's hourly employees.
Payroll is WEEKLY
Aflac is the other carrier and has enrolled already.
All Employees MUST call in to waive or elect.
Employees currently have the following in Life –
$24K Company paid Life
Talking points:
Term policy that terms with employment
If portable, it would be re-rated at attained age with EOI.
Enrollment is until October 11th – October 22nd
Payroll Deduction – WEEKLY first deduction date is 11/5 Contract Date is 12/1 (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
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
In order to qualify for CTR, must be legally adopted
States – KY, VA, WV, TN
\
People
70 EE's management.
Payroll is WEEKLY
Company offers Aflac Voluntary – This is the open enrollment for that as well. If someone needs the Aflac info, send them flyer
All Employees MUST call in to waive or elect.
Management currently have the following in Life –
0-5 years of service $25,000
6-10 years of service $50,000
Over 10 years of service $100,000
Talking points:
Term policy that terms with employment
If portable, it would be re-rated at attained age with EOI.
Enrollment is until October 4th – October 15th
Payroll Deduction – WEEKLY first deduction date is 11/5 Contract Date is 12/1 (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
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
In order to qualify for CTR, must be legally adopted
This is an ACH only case
American National Enrolled in GenPro – Use Ameriworks for ACH
Accident, DI, CI, HI, Term Life
Medical Plan offered by EASE –
Enrollment link – https://americanadvantagesavings.com/novus-glass
Payment by ACH – ONLY OFFER THE 4 MEDICAL PLANS AND THE DENTAL
EASE Agent IDs are:
RX0411 – Adina Hamilton
RX0413 – Lori McCassie
RX0412 – Sara Hernandez
RX0414 – Susan Yetter
There are 1 or 2 1099 employees on staff. Please ask whether payroll or 1099 first.
Payroll- no employer contribution. Eff date 11/1
1099 Employees ACH only under National Assoc of Home Builders – ACH
CASE NAME in GEN PRO: National Association of Home Builders
Put "08ZENGR" in case code
American National – Accident, DI, HI, CI and Life
Options Plus MEC
Options Plus Dental/Vision
BenAdvance referred to John Guadagno john@eharborny.com with a CC to Tim Varrone at LIBI
There are 1 or 2 1099 employees on staff. Please ask whether payroll or 1099 first.
Payroll-no employer contrib. Eff. Date 11/1
1099 Employees ACH only under National Association of Home Builders
CASE NAME in GEN PRO: National Association of Home Builders
Put "08ZENOR" in case code
American National – Accident, DI, HI, CI and Life
Options Plus MEC
Options Plus Dental/Vision
BenAdvance referred to John Guadagno john@eharborny.com with a CC to Tim Varrone at LIBI
This is ACH only.
American National: -enroll in Beltone ACH – put "Company Name" in the OP field (though we are not enrolling Options Plus plans with these groups). Collect bank account information in Ameriworks for any American National elections.
EASE for Medical Options and MEC (need ACH information to proceed, either individual for ACH or company for payroll deduction if under 10 lives).
Dental offered by EASE
Enrollment link (includes links to medical and dental plan comparisons):
Marsh Fleet
Genesis Pro – Payroll deduction with no employer contribution
PUT "MFDENDON" 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: November 1, 2021. First Payroll Deduction Date: November 5, 2021. Employees paid weekly.
Marsh Fleet
Genesis Pro – Payroll deduction with no employer contribution
PUT "MFLTEC" 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: November 1, 2021. First Payroll Deduction Date: November 5, 2021. Employees paid weekly.
This is an ACH only case
Colonial – Accident, DI, HI, CI and Life (if ACH-piedmont)
NO CENSUS so please manually add policy holder into system
Enroll in Harmony
BenAdvance Website: https://brokerexchanges.com/meridio \
For CIGNA or BCBS the enroller must go to www.premierenroll.com\
Code – TMPHU53 Broker Code – CNNY7771
ACH taken in Premier enroll for medical
Dental and vision by MET LIFE ACH taken in Premier enroll
-Review Plan and fill out app as "Enroller" or give link to employee and they can fill out as "Employee"
First enrollment deduction is the 25th of the first month and the 1st of the month thereafter
PSI Vet Case
Enroll on Benefits Manager Pro
Limited Medical: Vault
Life: 5Star
Hospital Indemnity: 5Star
Accident: 5Star
Employer is paying $70 towards MEC for 35 hrs+/wk and $50 towards MEC for 25-35 hrs. /wk
People
Insurance Agency – They are in 42 locations in IL, IN, WI. This account was enrolled last year face to face and missed some locations.
Company offers 35K basic life and a buy-up for Group life up to 150K GI that is NOT portable
Situs: IL, IN, WI
***The 11/12 enrollment end date is only pertaining to the Cincinnati Life insurance policies being offered.\
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We are in the process of finalizing our group health and ancillary benefits offered through Dimond Bros and we will have a separate open enrollment for all employees later in November.***
Cincinnati Life is the only carrier
Enrollment is October 11 – Nov 12th.
Payroll Deduction – Bi-WEEKLY first deduction date is 12/3 Contract Date is 1/1 (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
Dimond Brothers Insurance
Where it asks for Employer* Copy and Paste company name above into Employer field on first page.
Monthly/SemiMonthly Rate table
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
This is ACH only case.
CASE NAME in GEN PRO: National Association of Home Builders
Put "08PHIL" 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
If BenAdvance: BenAdvance referred to John Guadagno john@eharborny.com with a CC to Tim Varrone at LIBI
Colonial – Accident, DI, HI, CI, and Life (ACH through Piedmont Pays)
Options Plus MEC – If ACH – via Ameriworks
Options Plus Dental/Vision – if ACH – via Ameriworks
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Enroll in Harmony (National Tile Contractors) for Colonial and Options Plus MEC and Options Plus Dental/Vision
BenAdvance Reference Based Products: https://brokerplusgroup.myfor.ms/form-5843449/benadvance-phq
Group Code – NAT2866 / Broker Code AGNJ9999
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Pricing for Reference based products: https://drive.google.com/file/d/15EXOm2pggTnIh8EXi8v57KxyIPjFj1V9/view?usp=sharing-Review Plan and fill out app as "Enroller" or give link to employee and they can fill out as "Employee"
Enroll in GenPro and put "03TRAYL2" in the OP case code field
Employer Contribution: 50% of employee only any MEC
American National – Accident, DI, HI, CI and Life
Options Plus MEC (THERE IS NO DENTAL/VISION)
Initial Effective Date: October 1, 2021
First Payroll Deduction: October 1, 2021-paid weekly
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IF someone is interested in Medical please have them reach out to Jason Anker: janker@cbsgcorp.com We are not marketing it on the Landing page or any of the webinar information.
Employer is paying for $325/month toward any medical benefits for participating employees. Employees are responsible for any payments for voluntary benefits.
Employees are paid bi-weekly
PSI Vet Case:
Enroll on Benefits Manager Pro
Limited Medical: Vault
Life: 5Star
Hospital Indemnity: 5Star
Accident: 5Star
Employer is paying for $100/month towards medical and 100% of Hospital Indemnity for Single coverage for participating employees
Employees are paid bi-weekly.
PSI Vet Case:
Enroll on Benefits Manager Pro
Limited Medical: Vault
Life: 5Star
Hospital Indemnity: 5Star
Accident: 5Star
PSIVet
Enroll in BMP-this is self pay/ACH
5 Star: Life, HI, and Accident
Vault Medical
Marsh Fleet
Enroll in GenPro-use "MFTRAV2" for OP Case Code
Payroll with employer contribution:
$81/month toward any MEC plan
Options Plus MEC
Delta Dental with VSP Vision
American National: CI, DI, HI, Life, and Accident
Initial Effective Date: November 1. 2021, First Payroll Deduction Date: November 5 (paid weekly)-
Marsh Fleet
Enroll in GenPro-use "MFTRAV" for OP Case Code
Payroll with employer contribution:
$81/month toward any MEC plan
Options Plus MEC
Delta Dental with VSP Vision
American National: CI, DI, HI, Life, and Accident
Initial Effective Date: November 1. 2021, First Payroll Deduction Date: November 5 (paid weekly)-
Marsh Fleet-ACH
Options Plus MEC
Delta Dental with VSP Vision
Enroll in GenPro under Marsh ACH and put "Ground Pounders" 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
Marsh Fleet-ACH
Options Plus MEC
Delta Dental with VSP Vision
Enroll in GenPro under Marsh ACH and put "Dave V " 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
Marsh Fleet-ACH
Options Plus MEC
Delta Dental with VSP Vision
Enroll in GenPro under Marsh ACH and put "Pennco NC" 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
Marsh Fleet-ACH
Options Plus MEC
Delta Dental with VSP Vision
Enroll in GenPro under Marsh ACH and put "Levski" 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
Marsh Fleet-ACH
Options Plus MEC
Delta Dental with VSP Vision
Enroll in GenPro under Marsh ACH and put "AAA" 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
EasySend Production Application Link
Copy and Paste the company name "Dean & Draper" into the Employer field on the first page.
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People
80 EE's over 3 locations.
Payroll is semi-monthly or 24 pay
Company offers 35K basic life and a buy-up for Group life up to 150K GI.
Guardian Basic Life policy is Portable with EOI, while the Vol Life policy is Portable without EOI and may also be Converted to a whole life policy.
Situs: TX
Cincinnati Life is the only carrier
Enrollment is until October 8th with clean up until the 15th.
Payroll Deduction – SEMI-MONTHLY first deduction date is 11/15 Contract Date is 12/1 (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 "Dean & Draper" into the Employer field on the first page.
Rate Table\
Cash Value info\
CinFin Underwriting Handbook
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
Meridio Guides, Proudly powered by WordPress.
April new hire:
Division 6 – WE Gibson Insurance
Shermin Noorani
Date of Hire: 4-11-2022
3745 Oldenburg Lane
College Station, TX 77845
Cell 346-803-7568
Cincinnati Life is the only carrier
Enrollment is until 10/15
Payroll Deduction – Weekly and BiWeekly on Fridays first deduction date is 11/5 Contract Date is 12/1 (Coverage is date of app) PLEASE ASK IF THE EMPLOYEE IS WEEKLY OR BI-WEEKLY.
PLEASE TRY TO SELL ALL policies WITH ADB AND WOP AND USE THE CORRECT RATES
Term Life / Term ROP
Whole Life 65 / 100
EasySend Production Application Link
Copy and Paste company name above into Employer field on first page.
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
Colonial – Accident, DI, HI, CI, and Life (ACH through Piedmont Pays)
Options Plus MEC – If ACH – via Ameriworks
Options Plus Dental/Vision – if ACH – via Ameriworks
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Enroll in Harmony (National Tile Contractors) for Colonial and Options Plus MEC and Options Plus Dental/Vision
BenAdvance Reference Based Products: https://brokerplusgroup.myfor.ms/form-5843449/benadvance-phq
Group Code – NAT2866 / Broker Code AGNJ9999
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Pricing for Reference based products: https://drive.google.com/file/d/15EXOm2pggTnIh8EXi8v57KxyIPjFj1V9/view?usp=sharing-Review Plan and fill out app as "Enroller" or give link to employee and they can fill out as "Employee"
Marsh Fleet-ACH
Options Plus MEC
Delta Dental with VSP Vision
Enroll in GenPro under Marsh ACH and put "Anderson" 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
Marsh Fleet-Payroll with employer contribution:
employer will pay $200/month toward any benefits
Enroll in GenPro-use "MFLEBLAN" for OP Case Code
American National: HI, CI, DI, Life, and Accident
Options Plus: MEC and Dental with Vision
Initial Effective Date: October 1, 2021
First Payroll Deduction Date: October 1, 2021 (paid weekly)
Marsh Fleet-Payroll with employer contribution:
employer will pay 25% toward MEC Plus HI Employee only
Enroll in GenPro-use "MFRANDJ" 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 (paid weekly)
Marsh Fleet
Enroll in GenPro-use "MFWANDUN"" for OP Case Code (no spaces)
Employer is paying $81/month toward MEC
DO NOT OFFER DENTAL WITH VISION
American National Voluntary Benefits will be paid via ACH by the employees through Ameriworks-collect bank account information
Options Plus MEC
American National: CI, DI, HI, Accident, Life
Initial Effective Date: November 1,. 2021…paid weekly. first payroll deduction date – November 5, 2021
Marsh Fleet
Genesis Pro – Payroll deduction with no employer contribution
PUT "MFKEAP" 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: October 1, 2021. First Payroll Deduction Date: October 1, 2021. Employees paid weekly.
Marsh Fleet-ACH
Options Plus MEC
Delta Dental with VSP Vision
Enroll in GenPro under Marsh ACH and put "Crescent" 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
Marsh Fleet-ACH
Options Plus MEC
Delta Dental with VSP Vision
Enroll in GenPro under Marsh ACH and put "MJ Logistics" 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
Marsh Fleet-ACH
Options Plus MEC
Delta Dental with VSP Vision
Enroll in GenPro under Marsh ACH and put "Status Code" 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
PSIVet: Payroll with Employer Contribution
Employer will pay the full amount for the MEC plus Hospital Indemnity for individuals only
Enroll in BMP
Five Star: Accident, HI, and Life
Vault: MEC
Employees paid weekly on Wednesdays-First Payroll Deduction=November 3, 2021
Initial Effective Date: November 1,. 2021
Could also be named "The Academy" but in Harmony, it is NY Academy of Trial Lawyers
NO CENSUS so please manually add policy holder into system
Colonial – Accident, DI, HI, CI and Term Life (if ACH-piedmont)
Enroll in Harmony
BenAdvance Website: https://brokerexchanges.com/meridio \
For CIGNA or BCBS the enroller must go to www.premierenroll.com\
Code – TMPNY98 Broker Code – CNNY7771
ACH taken in Premier enroll for medical
Dental and vision by MET LIFE ACH taken in Premier enroll
-Review Plan and fill out app as "Enroller" or give link to employee and they can fill out as "Employee"
First enrollment deduction is the 25th of the first month and the 1st of the month thereafter
Cincinnati Life is the only carrier
Payroll
Term Life 10, 20, 20 ROP (return of premium)
Whole Life to 100, to 65
Link for AZ, NV, OR application
PAYROLL IS BI-WEEKLY
First Deduction date: October 1, 2021
Contract date: November 1, 2021
Coverage starts on the day they sign the application
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 (up to age 50 Only)
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 a Full-time Student, unmarried, and not in the military.
Grandchildren
Ages 15 days -18 years = Simplified Issue Whole Life Products Only
Marsh Fleet-Payroll with employer contribution:
employer will pay for employee only for MEC plus HI in full; $221.78/month
employer will pay for employee only basic Dental with Vision. $28.80/month
Enroll in GenPro-use "MFFIRST" for OP Case Code
American National: HI, CI, DI, Life, and Accident
Options Plus: MEC and Dental with Vision
Initial Effective Date: October 1, 2021
First Payroll Deduction Date: October 1, 2021 (paid weekly)
Marsh Fleet
Genesis Pro – Payroll deduction with no employer contribution
PUT "MFRYDS" 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: October 1, 2021. First Payroll Deduction Date: October 1, 2021. Employees paid weekly.
Marsh Fleet-ACH
Options Plus MEC
Delta Dental with VSP Vision
Enroll in GenPro under Marsh ACH and put "Beck" 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
American National: -enroll in GenPro- put "KJS" in the OP field (though we are not enrolling Options Plus plans with these groups).
EASE for Medical Options with employer contribution (see below):
https://www.1enrollment.com/index.cfm?id=620199
Client will pay 100% of employee and family coverage for any benefits for the 3 partners, Shelley Borgia, Jessica Frankel and Kristina Brassingthwaite. The Client will pay for up to Individual Bronze coverage for all other employees. Employees will be responsible for Dental and VB premiums.
Employees are paid bi-weekly. Initial Effective Date: October 1,. 2021, first payroll date=10.7.21
Marsh Fleet
Genesis Pro – Payroll deduction with no employer contribution
PUT "MFECHO" 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: October 1, 2021. First Payroll Deduction Date: October 1, 2021. Employees paid weekly.
Marsh Fleet-ACH
Options Plus MEC
Delta Dental with VSP Vision
Enroll in GenPro under Marsh ACH and put "Standard Transport" 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 approached us interested in the Life Insurance, so lead with that and then ask if they would like to review the other benefits, especially voluntary.
CASE NAME in GEN PRO: National Association of Home Builders
Put "08PRO" in case code
American National – Accident, DI, HI, CI and Life
Options Plus MEC
Options Plus Dental/Vision
BenAdvance referred to John Guadagno john@eharborny.com with a CC to Tim Varrone at LIBI
Eff. Date 10/1 first check 10/6
PSI Vet Case-this is self pay/ACH
Enroll on Benefits Manager Pro
Limited Medical: Vault
Life: 5Star
Hospital Indemnity: 5Star
Accident: 5Star
Enroll in GenPro under Beltone ACH
put "BELTONE" in the OP field (though we are not enrolling Options Plus plans with these groups). Collect bank account information in Ameriworks for any American National elections.
EASE for Medical Options
Enroll in GenPro and put "03TRAYLR" in the OP case code field
Employer Contribution: 50% of employee only any MEC
American National – Accident, DI, HI, CI and Life
Options Plus MEC (THERE IS NO DENTAL/VISION)
Initial Effective Date: October 1, 2021
First Payroll Deduction: October 1, 2021-paid weekly
\
IF someone is interested in Medical please have them reach out to Jason Anker: janker@cbsgcorp.com We are not marketing it on the Landing page or any of the webinar information.
Marsh Fleet-ACH
Options Plus MEC
Delta Dental with VSP Vision
Enroll in GenPro under Marsh ACH and put "Road Warriors" 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
Marsh Fleet-Payroll with employer contribution-$20/month toward MEC coverage
Enroll in GenPro-use "MFNEDDA" for OP Case Code
American National: HI, CI, DI, Life, and Accident
Options Plus: MEC and Dental with Vision
Initial Effective Date: October 1, 2021
First Payroll Deduction Date: October 1, 2021, paid weekly
Marsh Fleet-Payroll with employer contribution of the balance after the employee pays the first $100/month toward any MEC coverage
Enroll in GenPro-use "MFANEXP" 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 paid weekly