Don’t be scared of the 4th quarter! I've put together some helpful guides with tricks and treats to help you stay compliant during the busy season.

Quoting

• Forms 
• When are IMQ’s needed?

New Business

• Carrier Deadlines
• New Group Submission Paperwork Zip Files based on specific Carrier (example: Capital BlueCross)

Renewals

• Renewal Paperwork Zip Files based on specific Carrier & Scenario (example: Capital BlueCross)

Group Checklists Examples

• Quoting to Compliance

Services

• Compliance documents (DOL required items including SPD, benefit notices examples, fillable forms)
• COBRA: What type are you subject to?
• COBRA documents
• ICHRA Modeling

Reach out to the Health Plan Options team for help with anything this quarter. We look forward to speaking with you!