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Group Medical Checklist

 

Submitting a Large Group Quote
Health Insurance
The carriers require specific information when reviewing large (50+) group quotes.

Click here to download this form as a pdf file.

Please provide the following information to FILCO via one of the following:


e-mail: largegroups@filco.net;

fax: (212) 972-1126;

mail: 370 Lexington Ave, Suite 909, New York, NY 10017.


1 Carriers require that the employee census be on disk. If you do not have it on disk, please request it from the group. If it is not available, there will be a delay in the quote being sent out, due to the fact the FILCO will have to enter the census.
Complete Census includes gender, age, dependent information, and home zip code.

Example:
Gender DOB (or age) Dependent Information Home Zip
M 05/07/60 E 10017
E= employee, E/S = employee/spouse, E/C=employee & child(ren), F= Family


2 When submitting a large group quote request to FILCO please make sure the following information is included.

a.What type of organization/industry is the company?

b.
Where is the company located (headquarters)?

  c.Are there any other corporate locations?
 
d.
Report any claims over $10,000

  e.Are there any COBRA people in the company? If so how many?
 
f.
How many people are enrolled in the present health plan (a complete bill should be submitted.)

  g.If the company is over 100 employees, renewal information for the past two years is needed. {Renewal letter, and claims experience on current carrier letterhead}
 
h.
Current benefit plan information including summaries of present health plan, Life, LTD, and Dental plan.

  i.Current rates and renewal rates?
 
j.
Renewal date?

  k.What is the employer contribution level?
 
l.
How long as the company been with the present carrier?

  m.Does the group want to see any particular plan (PPO, etc.)? Are they looking for both high and low options?
 
n.
Is there a specific carrier they are interested/disinterested in?

  o.Is the company plan currently fully insured, self-insured, or partially self-insured?
 
p.
Find out why the client is unhappy with their current medical plan? ( i.e. rates, benefits, etc..)
 
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