MNT Delivery and Transportation Inc

Client Landing

Benefit Basics

Marsh Fleet

Genesis Pro – Payroll deduction with no employer contribution

PUT "MFMNT" 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: October 1, 2021. First Payroll Deduction Date: October 1, 2021. Employees paid weekly.

Egeba Inc

Client Landing

Benefit Basics

Marsh Fleet

Genesis Pro – Payroll deduction with no employer contribution

PUT "MFEGEBA" 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: October 1, 2021. First Payroll Deduction Date: October 4, 2021. Employees paid weekly.

C&G Delivery Service Inc.

Client Landing

Benefit Basics

Marsh Fleet

Genesis Pro – Payroll deduction with no employer contribution

PUT "MFCANDG" 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: October 1, 2021. First Payroll Deduction Date: October 1, 2021. Employees paid weekly.

Sahara Pines Animal Hospital

Client Landing

The employer is asking all employees to pay through ACH, but they will be reimbursed through payroll up to $250 through a health savings account.

PSI Vet Case-self-pay/ACH

Enroll on Benefits Manager Pro

Limited Medical: Vault

Life: 5Star

Hospital Indemnity: 5Star

Accident: 5Star

Log Cabin Animal Hospital

Client Landing

PSI Vet Case

Enroll on Benefits Manager Pro

Limited Medical: Vault

Life: 5Star

Hospital Indemnity: 5Star

Accident: 5Star

People

Highlights

Employer is paying for employee Angela Moore Medical and Hospital Indemnity Coverage in full- any other elections paid by employee. All other employees will pay for their coverage. Biweekly deductions.

BeltoneNWF

Client Landing

American National: -enroll in Beltone ACH – put "BeltoneNWF" 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 with employer contribution (see below):

https://www.1enrollment.com/index.cfm?id=612027

50% of medical for Sharon and Gregory Yordon (ee and spouse); and for Jessica and Kristopher Morris (ee and spouse)

50% of employee only coverage for Austin Black up to $325/month and same for Leah Lewis

Send Mary Pat a message with the Ease Premiums.

Employees are paid bi-weekly. Initial Effective Date: October 1,. 2021, first payroll date=10.8.21

SF ASAP Inc

Client Landing

Marsh Fleet

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

Payroll with employer contribution:

$50/month toward any MEC plan

Options Plus MEC

Delta Dental with VSP Vision

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

Initial Effective Date: October 1. 2021, First Payroll Deduction Date: October 1 (paid weekly)-

BBC Delivery inc

Client Landing

Marsh Fleet

Enroll in GenPro-use "MFBBC" 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: October 1. 2021, first payroll deduction date: October 1,. 2021, – paid weekly

Ugo Logistics LLC

Client Landing

Marsh Fleet

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

Payroll with employer contribution:

30% of MEC Plus HI for employee only ($66/month)

30% of comprehensive dental with vision for employee only ($14/month)

Options Plus MEC

Delta Dental with VSP Vision

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

Initial Effective Date: October 1. 2021, First Payroll Deduction Date: October 8 (paid bi-weekly)

Fastforward Enterprises Inc.

Client Landing

Marsh Fleet

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

Payroll with employer contribution:

50% of either MEC plan for employee only coverage.

VOLUNTARY BENEFITS TO BE PAID VIA EMPLOYEE ACH.

Options Plus MEC

Delta Dental with VSP Vision

American National: CI, DI, HI, Life, and Accident – Use Ameriworks for ACH

Initial Effective Date: October 1. 2021, First Payroll Deduction Date: October 1 (paid weekly)-

AB Delivery Inc

Client Landing

Marsh Fleet

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

Payroll with employer contribution-Employer will pay up to $75/month for medical

Options Plus MEC

Delta Dental with VSP Vision

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

Initial Effective Date: October 1. 2021, First Payroll Deduction Date: October 1 (paid weekly)

Joey Moorer Trucking Inc

Client Landing

Marsh Fleet-ACH

Options Plus MEC

Delta Dental with VSP Vision

Enroll in GenPro under Marsh ACH and put "Joey" 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

Desperado Trucking Inc.

Client Landing

Marsh Fleet-ACH

Options Plus MEC

Delta Dental with VSP Vision

Enroll in GenPro under Marsh ACH and put "Desperado" 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

Brent Zink Inc

Client Landing

Marsh Fleet-ACH

Options Plus MEC

Delta Dental with VSP Vision

Enroll in GenPro under Marsh ACH and put "Brent Zink" 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

Big Z Trucking Inc

Client Landing

Marsh Fleet-ACH

Options Plus MEC

Delta Dental with VSP Vision

Enroll in GenPro under Marsh ACH and put "Big 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

Jones Delivery Inc

Client Landing

Marsh Fleet-ACH

Options Plus MEC

Delta Dental with VSP Vision

Enroll in GenPro under Marsh ACH and put "Jones" 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

Baker & McCoy Enterprise INC

Client Landing

Marsh Fleet-ACH

Options Plus MEC

Delta Dental with VSP Vision

Enroll in GenPro under Marsh ACH and put "Baker" 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

Stinger Delivery Incorporated

Client Landing

Marsh Fleet-ACH

Options Plus MEC

Delta Dental with VSP Vision

Enroll in GenPro under Marsh ACH and put "Stinger" 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 Decor Inc

Client Landing

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

Options Plus MEC and Dental with Vision – ACH – via Ameriworks

\
Enroll in Harmony under NTCA 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

\
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"

NTCA Training Slides

Classic Stone & Tile Inc.

Client Landing

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

Options Plus MEC – ACH – via Ameriworks

\
Enroll in Harmony 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

\
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"

NTCA Training Slides

FPM Freight Inc.

Client Landing

THIS GROUP NO LONGER WISHES TO OFFER THE BENEFITS. DO NOT ENROLL ANYONE.

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 "MFFPM" 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)

Ethno Express

Client Landing

THIS GROUP NO LONGER WISHES TO OFFER THE BENEFITS. DO NOT ENROLL ANYONE.

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 "MFETHNO" 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)

Burke Construction LLC

Client Landing

Carrier is Colonial Life only – Current AFLAC account we are taking over.

Enrollment through Sept 3 with a week of clean up if needed.

Oct 1 effective date. 52 pay, payday on Fridays

CTFS granted. See Aflac bill here

Census is loaded into system, no SSN's so please collect.

Log in for Harmony is first 4 of last name, last 4 of SSN

Short Term DI – 3 month is not offered in PA, 6 and 12 offered for this client

CI with or without Cancer – wellness added, Max 30K

Accident – On and off the job offered

Whole and term life

Medical Bridge – Level 2 plan 2 See here for specifics

Beltone

Client Landing

For ACH:

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

Draco Transports of Boston

Client Landing

Marsh Fleet-ACH

Options Plus MEC

Delta Dental with VSP Vision

Enroll in GenPro under Marsh ACH and put "Draco" 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

LG FREIGHT TRANSPORT INC

Client Landing

Marsh Fleet-ACH

Options Plus MEC

Delta Dental with VSP Vision

Enroll in GenPro under Marsh ACH and put "LG" 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

Corona Marble & Tile LTD

Client Landing

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

Options Plus MEC – Payroll Deduction

Options Plus Dental/Vision – Payroll Deduction

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

Not interested in BenAdvance per the owner but feel free to quote if someone is interested. Premiums will be via ACH if there are elections under BenAdvance:

BenAdvance Reference Based Products: https://brokerplusgroup.myfor.ms/form-5843449/benadvance-phq

Group Code – NAT2866 / Broker Code AGNJ9999

\
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"

Capital Tile LLC

Client Landing

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

Options Plus MEC – ACH – via Ameriworks\
Enroll in Harmony 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

\
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"

NTCA Training Slides

PLEASE KEEP THIS IN MIND…IF THE EMPLOYEE ALREADY HAS MEDICAL AND/OR DENTAL COVERAGE, THEN NO NEED TO OFFER OUR OPTIONS. ASK THEM BEFORE YOU BEGIN.

Mary Pat Aaron Baker- HR Manager for Capital Tile LLC sent an email- "I want to make sure we are not confusing our employees regarding their medical and dental coverage. Some employees already have medical and dental insurance under our current policy. Thanks!".

Peak Logistics Solutions

Client Landing

Marsh Fleet-ACH

Options Plus MEC

Delta Dental with VSP Vision

Enroll in GenPro under Marsh ACH and put "Peak 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

Uphill Logistics

Client Landing

Marsh Fleet-Payroll with employer contribution-$81/month toward MEC coverage for employee only coverage, 25% of the premium for basic MEC employee plus dependents coverage

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

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

Options Plus: MEC and Dental with Vision

Initial Effective Date: September 1, 2021

First Payroll Deduction Date: September 3, 2021, paid weekly

Jeff Olson is the owner and will need to be enrolled in the Marsh/ACH group

VBA Transport

Client Landing

employer terminated the plans 10/6/21

Marsh Fleet-Payroll with employer contribution-$100/month toward MEC coverage

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

American National: HI, CI, DI, Life, and Accident-Take these premiums via Ameriworks ACH

Options Plus: MEC and Dental with Vision-these are payroll deduction

Initial Effective Date: September 1, 2021

First Payroll Deduction Date: September 3, 2021 (paid weekly)

UCFX Inc

Client Landing

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

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

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

Options Plus: MEC and Dental with Vision

Initial Effective Date: September 1, 2021

First Payroll Deduction Date: September 3, 2021, paid weekly

Senior Helpers

Client Landing

Cinfin Application Link

Benefits Basics

Cincinnati Life is the only carrier

Enrollment is until August 27th

Payroll Deduction – BiWeekly on Fridays first deduction date is 10/1 Contract Date is 11/1 (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 Application Link

BiWeekly 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

KAP Express

Client Landing

Marsh Fleet-Payroll with employer contribution-PLEASE SEE THE LIST OF EMPLOYEES FOR KAP AND APPLY THE APPROPRIATE EMPLOYER CONTRIBUTION TO THE MEC AND DENTAL PLANS-IF AN EMPLOYEE DOES NOT TAKE THE MEC PLAN, THE EMPLOYER CONTRIBUTION FOR THAT PIECE CAN BE USED TOWARD THE DENTAL/VISION PLAN.

https://docs.google.com/spreadsheets/d/1M8o6DnG3SsKfKXKY0jDVJWqSiVBwHGNf/edit?usp=sharing&ouid=112954368578011843937&rtpof=true&sd=true

Rowan Groves – eligible December 1, 2021; Employer contribution: $18/week toward MEC and $7.20/week for dental/vision

Corey Thompson, Medical $27 & D/V $7.20

eligible January 1, 2022:

Jackson Branham, KAP, 12/1/21, Jackbranham21@gmail.com, Employer contribution = Medical $18/week, D/V $7.20/week

John Lansdown, KAP, 12/30/21, Jlansdown400@gmail.com, Employer contribution = Medical $18/week, D/V $7.20/week

Corey Mead, KAP, Mead_corey@yahoo.com, Employer contribution = Medical $18/week, D/V $7.20/week

eligible for February 1, 2022:

Amber Cummings, KAP, 1/23/22, berlynn0925@gmail.com, Medical $18, D/V $7.20

eligible for March 1, 2022:

Kristina Dotson, KAP, 2/3/22, kristinadotson6@gmail.com, Employer paid premiums: $18/week MEC; $7.20/week dental with vision

William Hagen, KAP, 2/5/22, whagen97@gmail.com, Employer paid premiums: $18/week MEC, $7.20/week dental with vision

Brendon Terry, KAP, 2/23/22, brendonterry8@gmail.com, Employer paid premiums: $18/week MEC, $7.20/week dental with vision

eligible for April 1, 2022:

Ryan Jefferson, KAP, 3/13/22,

jeffersonryan23@gmail.com

, Employer paid premiums: $25.20 ($18/week MEC, $7.20/week dental with vision)

eligible for May 1, 2022:\
Joshua Birdsong, KAP, 4/10/22, birdsong.joshua7@gmail.com, Employer paid premiums: $18/week MEC, $7.20/week dental vision

Joshua Smith, KAP, 4/25/22, joshuaadamsmith1992@gmail.com, Employer paid premiums: $18/week MEC, $7.20/week dental with vision

Andrew Castaneda, KAP, Tr99mz@gmail.com, Employer paid premiums: $18/week MEC, $7.20/week dental with vision

eligible for July 1, 2022:\
Martina Billiot, KAP, 6/17/2022, billiotmartina@gmail.com, Employer paid premiums: $25.20 ($18/week MEC; $7.20/week dental/vision)

Isaac Scritchfield, KAP, 6/13/2022, Canvaslawncare@gmail.com, Employer paid premiums: $25.20($18/week MEC; $7.20/week dental/vision)

William Haack, KAP, 6/22/2022, williamhaack939@gmail.com, Employer paid premiums: $25.20($18/week MEC; $7.20/week dental/vision)

Reece Tobeck, KAP, 6/23/2022, tobeckr@gmail.com, Employer paid premiums: $25.20($18/week MEC; $7.20/week dental/vision)

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

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

Options Plus: MEC and Dental with Vision

Initial Effective Date: September 1, 2021

First Payroll Deduction Date: September 3, 2021

J&K Express

Client Landing

Marsh Fleet-Payroll with employer contribution-PLEASE SEE THE LIST OF EMPLOYEES FOR J&K AND APPLY THE APPROPRIATE EMPLOYER CONTRIBUTION TO THE MEC AND DENTAL PLANS-IF AN EMPLOYEE DOES NOT TAKE THE MEC PLAN, THE EMPLOYER CONTRIBUTION FOR THAT PIECE CAN BE USED TOWARD THE DENTAL/VISION PLAN.

https://docs.google.com/spreadsheets/d/1M8o6DnG3SsKfKXKY0jDVJWqSiVBwHGNf/edit?usp=sharing&ouid=112954368578011843937&rtpof=true&sd=true

Eligible for March 1, 2022:

Matt Garcia, J&K

, Employer paid premiums: $18/week MEC; $7.20 dental with vision

Eligible for April 1, 2022:

Tyler Wilson, J&K, 3/25/22, TyJord.Wilson@gmail.com, Employer paid premiums: $25.20 ($18/week MEC and $7.20/week for dental with vision)

Patrick Beard: Employer paid premiums: $27/week MEC; $7.20/week Dental with Vision

Eligible for July 1. 2022:

James Zulker, J&K, 6/17/2022, jimmyzulker@gmail.com, Employer paid premiums: $25.20 ($18/week MEC and $7.20/week dental with vision)

Zachary Lemley, J&K, 6/24/2022, ZachLemley3@gmail.com, Employer paid premiums: $25.20($18/week MEC and $7.20/week dental with vision)

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

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

Options Plus: MEC and Dental with Vision

Initial Effective Date: September 1, 2021

First Payroll Deduction Date: September 3, 2021

RB Express Florida Inc

Client Landing

Marsh Fleet-ACH

Options Plus MEC

Delta Dental with VSP Vision

Enroll in GenPro under Marsh ACH and put "RB" 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

Lion Express Inc

Client Landing

Marsh Fleet-Payroll with no employer contribution

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

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

Options Plus: MEC

Delta Dental with VSP Vision

Initial Effective Date: September 1, 2021

First Payroll Deduction Date: September 3, 2021

JND Expediting II Inc

Client Landing

Marsh Fleet-ACH

Options Plus MEC

Delta Dental with VSP Vision

Enroll in GenPro under Marsh ACH and put "JND" 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

Neat Trucking Inc

Client Landing

CONFIRM THEY ARE WITH NEAT TRUCKING AND NOT EJ NEAT TRANSPORTATION BEFORE YOU BEGIN ENROLLMENT

Marsh Fleet-ACH

Options Plus MEC

Delta Dental with VSP Vision

Enroll in GenPro under Marsh ACH and put "Neat" 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

2HB Inc.

Client Landing

Marsh Fleet-ACH

Options Plus MEC

Delta Dental with VSP Vision

Enroll in GenPro under Marsh ACH and put "2HB" 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

Donaldson Delivery Services Inc

Client Landing

Marsh Fleet-ACH

Options Plus MEC

Delta Dental with VSP Vision

Enroll in GenPro under Marsh ACH and put "Donaldson" 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

Pillersdorf Law Firm

Client Landing

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: 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"

Plan Pricing quick ref

Script

First enrollment deduction is the 25th of the first month and the 1st of the month thereafter

TownePlace Suites

Client Landing

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

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

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

Options Plus: MEC and Dental with Vision

Initial Effective Date: September 1, 2021

First Payroll Deduction Date: September 10, 2021 (paid bi-weekly)

Jasper1 Inc

Client Landing

Marsh Fleet-ACH

Options Plus MEC

Delta Dental with VSP Vision

Enroll in GenPro under Marsh ACH and put "Jasper 1" 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

MisNA Group USA Inc.

Client Landing

Marsh Fleet-ACH

Options Plus MEC

Delta Dental with VSP Vision

Enroll in GenPro under Marsh ACH and put "MisNA" 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

Hammons and Long Inc

Client Landing

Marsh Fleet group with no employer contribution

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

Options Plus MEC

Delta Dental with VSP Vision

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

Employees paid weekly-first payroll deduction date is 9/7/21

VAD Holdings Inc

Client Landing

Marsh Fleet-ACH

Options Plus MEC

Delta Dental with VSP Vision

Enroll in GenPro under Marsh ACH and put "VAD" 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

Cilina inc

Client Landing

CASE TERMINATED JUNE 1, 2022. DO NOT TAKE AN APPLICATIONS.

Benefit Basics

Marsh Fleet

Genesis Pro – Payroll deduction with no employer contribution

PUT "MFCILINA" 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: September 1. 2021. First Payroll Deduction Date: September 3. 2021. Employees paid weekly.

Butler P&D Inc

Client Landing

Benefit Basics

Marsh Fleet-ACH

Options Plus MEC

Delta Dental with VSP Vision

Enroll in GenPro under Marsh ACH and put "Butler" 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

Kandy Mixed Jewels

Client Landing

Benefit Basics

Marsh Fleet-ACH

Options Plus MEC

Delta Dental with VSP Vision

Enroll in GenPro under Marsh ACH and put "Kandy" 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

Jithoo Transport Inc.

Client Landing

Company isn't offering this program any longer – July 1, 2022 – don't enroll anyone

Marsh Fleet

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

Employer is paying 50% for any MEC plan for employee only

Options Plus MEC

Delta Dental with VSP Vision

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

Initial Effective Date: September 1, 2021

Employees are paid weekly-first payroll deduction is Friday, September 3

J & D Logistics

Client Landing

Truckers Affiliate:

Enroll in GenPro: Payroll with no employer contribution

Use "03JANDD" in the OP code field

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

Options Plus MEC

Initial Effective Date: September 1, 2021

First Payroll Deduction: 9/3 (paid weekly)

1615 Transit Inc

Client Landing

Marsh Fleet

Enroll in GenPro-use "MF1615" 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: September 1, 2021

Employees paid weekly, First Payroll Date: Thursday, 9/2

Hammarstrom inc

Client Landing

Marsh Fleet-enroll under Marsh Hammarstrom ACH (not Marsh ACH)in GenPro

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

Employer is paying 50% up to $100/month for MEC (Choice or Choice with HI) and dental/vision (preventive or comprehensive) premiums for employees and any dependents

American National Voluntary Benefits will be paid via ACH by the employees through Ameriworks-collect bank account information

Options Plus MEC

Delta Dental with VSP Vision

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

Initial Effective Date: September 1, 2021

Employees are paid weekly-first payroll deduction is Friday, September 3

Coverflex Manufacturing

Client Landing

Cincinnati Life – Whole, Term 20, Term ROP

ECMD Client Reserves Here

Pre-Package amounts calculated

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ECMD Commitment form to be signed by EACH Employee enrolled or waived.

Health and Wealth program details

American National offered via Gen Pro – use "COVERFLX" for case code

PLEASE CONFIRM SSN DOH OCCUPATION AND SALARY IN GENPRO

Accident, DI, CI, FlexCare

American National Effective date payroll deduction date

PSA Insurance

Client Landing

Benefits Basics

Cincinnati Life is the only carrier

Payroll Deduction

24 (semi-monthly) pay. Please quote a SEMI-monthly rate on all applications. First Payroll deduction date is 9-15 CONTRACT DATE IS 10-1-21

Term Life / Whole Life

Application Link Maryland\
Application Link Colorado\
Application Link Florida\
Application Link South Carolina

Application Link Delaware\
Application Link Pennsylvania

Census Here

Rates Tables Semi Monthly

Rate Sheets with riders

CinFin Underwriting Handbook

People

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

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

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

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

Highlights

CinFin offers three comprehensive options:

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

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

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

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

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

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

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

Ages 61 – 70 = Simplified Issue

Dependent Children Guarantee

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

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

**Choose one of these options for Guaranteed Issue

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

Grandchildren

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

Supreme Surfaces MKE LLC

Client Landing

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

Options Plus MEC – If ACH – via Ameriworks\
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"

NTCA Training Slides

CS Holding Group Inc.

Client Landing

Marsh Fleet-payroll with employer contribution of $162/month toward MEC and 100% of employee comprehensive dental with vision

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

Options Plus MEC

Delta Dental with VSP Vision

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

Initial Effective Date: September 1, 2021

First Payroll Deduction Date: September 1, 2021

DJH Services, Inc.

Client Landing

Marsh Fleet-payroll for Options Plus coverage. Employer contribution of 100% of employee only comprehensive dental with vision

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

Options Plus MEC-payroll

Delta Dental with VSP Vision-payroll

American National: CI, DI, HI, Life, and Accident – PREMIUMS TO BE TAKEN VIA ACH IN AMERIWORKS FOR ANY VOLUNTARY ELECTIONS

Initial Effective Date: September 1, 2021

First Payroll Deduction Date: September 3 , 2021

J.M.I. Graphics Inc

Client Landing

Falcon – Genesis Pro – Payroll Deduction with Employer contribution of $81/month toward MEC for employees and full MEC basic premium for two managers below:

Jose Moreno

Isidro Gonzalez

-Use "MFJMI" for OP Case Code

MEC: Options Plus

Delta Dental with VSP Vision

Term Life: American National

Hospital Indemnity: American National

Critical Illness: American National

Disability: American National

Accident: American National

Initial Effective Date: September 1, 2021

Paid weekly, first payroll deduction date is September 3, 2021

Goetz Schenker Blee & Wiederhorn

Client Landing

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 – ACH via 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"

Plan Pricing quick ref

Script

First enrollment deduction is the 25th of the first month and the 1st of the month thereafter

Elite Flooring & Tile LLC

Client Landing

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

Options Plus MEC – ACH – via Ameriworks\
Enroll in Harmony 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

\
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"

NTCA Training Slides

Prime Industries Fedex

Client Landing

THIS IS AN INACTIVE GROUP-DO NOT ALLOW ANY ENROLLMENTS!

Marsh Fleet-ACH

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

Collect bank account information in Ameriworks

Options Plus MEC

Delta Dental with VSP Vision

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

LD Parcel Service Inc.

Client Landing

Marsh Fleet-ACH

Options Plus MEC

Delta Dental with VSP Vision

Enroll in GenPro under Marsh ACH and put "LD Parcel" 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

Little Abby Trucking

Client Landing

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

\
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

\
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"

Lucky-13 Trucking, Inc.

Client Landing

Marsh Fleet-Payroll with employer contribution of $110.00/month toward MEC coverage

Enroll in GenPro-Use "MFLUCKY" for OP Case Code

Options Plus MEC

Delta Dental with VSP Vision

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

Initial Effective Date: September 1. 2021

First Payroll Deduction Date: September 3, 2021

J&J Logistics

Client Landing

Marsh Fleet-payroll with employer contribution of $250/month toward ANY benefits

Enroll in GenPro – put "MFJANDJ" for OP Case Code

Initial Effective Date: September 1, 2021

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

Options Plus MEC

Delta Dental with VSP Vision

Paid bi-weekly-first payroll deduction date is 9/3/21

JGW Transportation

Client Landing

Marsh Fleet-payroll with employer contribution of $250/month toward ANY benefits.

Enroll in GenPro – put "MFJGW" for OP Case Code

Initial Effective Date: September 1, 2021

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

Options Plus MEC

Delta Dental with VSP Vision

Paid bi-weekly, first payroll deduction date is 9/10/21

JKS Shipping

Client Landing

Marsh Fleet-ACH

Enroll in GenPro under Marsh ACH – put "JKS" in occupation-use "AMERIWOR" for OP Case Code

Collect bank account information in Ameriworks

Initial Effective Date: September 1, 2021

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

Options Plus MEC

Delta Dental with VSP Vision

Chewon Enterprises, Inc.

Client Landing

CASE TERMINATED MAY 1, 2022-DO NOT ENROLL ANYONE

Marsh Fleet

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

Payroll with employer contribution-will pay 50% of Choice with HI MEC and 50% for Comprehensive Dental for employee and dependents

Options Plus MEC

Delta Dental with VSP Vision

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

Initial Effective Date: August 1, 2021, Paid Weekly-first payroll deduction date=August 6, 2021

Novus Glass of Fort Collins

Client Landing

American National Enrolled in GenPro – Use Ameriworks for ACH

Accident, DI, CI, HI, Term Life

Medical Plan offered by EASE – employer is paying half of employee only coverage for any medical plan via payroll deduction. Please send a message to Mary Pat with the monthly Ease premium information.

Enrollment link – https://americanadvantagesavings.com/novus-glass

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

COELLO & LORENZOTTI. PLLC

Client Landing

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 – ACH via 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"

Plan Pricing quick ref

Script

First enrollment deduction is the 25th of the first month and the 1st of the month thereafter

Digital Cubed LLC

Client Landing

Colonial – Accident, DI, HI, CI and Life – ACH-Piedmont

Enroll in Harmony under Hudson Valley

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"

Plan Pricing quick ref

Script

First enrollment deduction is the 25th of the first month and the 1st of the month thereafter

ROARING FORK EXPRESS, INC.

Client Landing

Marsh Fleet-Employer contribution of $100/month toward any coverage

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

Options Plus MEC

Delta Dental with VSP Vision

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

Initial Effective Date: August 1, 2021

First Payroll Deduction Date: August 6, 2021

Doc Transportation Inc

Client Landing

Marsh Fleet-ACH

Options Plus MEC

Delta Dental with VSP Vision

Enroll in GenPro under Marsh ACH and put "Doc" 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

Safe Transport, Inc.

Client Landing

Marsh Fleet-ACH

Options Plus MEC

Delta Dental with VSP Vision

Enroll in GenPro under Marsh ACH and put "Safe 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

Toks Sofola Esq., LLC

Client Landing

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 – ACH via 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"