Schedule A/C tax document
As a quick reminder, if a group needs their Schedule A/C document for their taxes, here’s how to find it:
- Sign into the producer portal
- Search for the group by name or policy number
- Click on the Documents tab
- Download the group’s Schedule A/C
Ameritas enhances payment reminder experience with digital solutions
Effective February 1, Ameritas upgraded our payment reminder communications with convenient electronic delivery for customers who had opted in. Group policyholders were notified of the change via email. This enhancement ensures faster delivery of important information while maintaining our commitment to efficient, customer-focused service.
Navigating dental MLR legislation
Over the past three years, legislative proposals in several states have sought to establish an 85% minimum loss ratio (MLR) for dental health plans. These proposed laws may change how you serve your clients, structure your business, and could impact your compensation.
Learn more about this critical development and actions you can take to influence positive outcomes for yourself and your clients.
Ameritas’ ThreeFlow Connect integration is now live!
We’re excited to take our partnership a step further and introduce our direct integration as a connected carrier with ThreeFlow through ThreeFlow Connect!
ThreeFlow brings people, systems and data together so producers and carriers can work faster, more accurately and with full alignment. You can rely on ThreeFlow to manage renewals, new business RFPs, proposals and decision-making.
What is ThreeFlow Connect?
ThreeFlow Connect is a system-to-system integration – connection – that further automates benefits placements.
Ameritas will continue to receive RFP notifications through ThreeFlow email workflows and follow existing intake processes. Once a quote is ready, the integration enables Ameritas systems to securely retrieve opportunity details and submit completed quote and proposal data directly into ThreeFlow.
By leveraging ThreeFlow Connect, Ameritas can offer you:
- Less manual work: Quote and proposal data is submitted directly from Ameritas systems into ThreeFlow, reducing duplicate entry and manual uploads.
- Faster turnaround: Quotes move into ThreeFlow as soon as they’re ready, helping reduce delays in the quoting process.
- Better alignment: The data you see in ThreeFlow matches what we have in our quoting systems.
- Smoother workflows: Fewer corrections, fewer versions to reconcile, and more time for client-focused work.
This is a transactional email which requires you to receive emails containing news and information that is relevant to your relationship with us.
This email was sent to courtneyh@urlinsgroup.com by:
Ameritas Life Insurance Corp.
5900 O Street
Lincoln, NE, 68510, United States
