Allied™ Funding AdvantageAdvanced Alternative Funding

Training

OVERVIEW

• What Makes the Plan Successful• Proposals• Claim Fund• Stop Loss Policy• Enrolling a Group

PLANKEY

HIGHLIGHTS

KEY POINTS FOR THE PLAN• Contained Risk – Employer

protection• Stabilized Cash Flow• Pre-packaged Plan – All in One• Claim Fund Savings

WHATMAKES

ALTERNATIVE FUNDING

PLANSWORK

• Healthy Risk Pool• Smart Health Care Consumption

– Good Plan Design– Follow the Money

• Participation• Commitment

COVERAGEPROPOSALS

Proposal

Ease of Presentation

COVERAGEPROPOSALS

• Annual Cost Summary– Claim Fund– Stop Loss– Admin & Sales

• Maximum Costs• Expected Costs

COVERAGEPROPOSALS

• Monthly Costs–Composite

Rates–Cost

Breakdown

COVERAGEPROPOSALS

ERISA Benefit Plans Available:• Premium Advantage Plans• HSA Qualified Plans• Indemnity Freedom

CLAIMFUND

• Accounting – Fully Insured vs Alternative Funding

• Reporting– Monthly Accounting– Quarterly Utilization

CLAIMRUNOUT

• 12/21 – 9-month Run-Out• No Additional Fees• Claim Fund Refund

STOPLOSS

POLICY

• Plan Year• Specific Stop Loss• Aggregate Stop Loss

– Accommodation– Early Termination– Minimum Aggregate

Deductible

IMPORTANTTHINGS

TO KNOW

• Employer Enrollment Changes• COBRA• Employer Directed Claims

Payments

ENROLLMENT&

UNDERWRITING

• For Groups of 10 to 99• Medically Underwritten

– Medical Enrollment Form– <50 – Traditional– 50+ – Simplified

• Prescreens for Quotes

• Submission Requirements– Final Proposal– Employer App– Employee

Enrollment Forms & Waivers

– Current & Renewal Rates

– Quarterly Tax/Wage Report

– Employer’s First Payment

ENROLLMENT&

UNDERWRITING

The RIGHT Benefits. The RIGHT Price.

GET YOUR ADVANTAGE TODAY!Phone: 888-767-7133

Fax: 913-945-4396

Quote Email: sales@alliednational.com

Website:www.alliednational.com