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Call or visit us today
800•801•2300
www.warnerpacific.com
CA Insurance License No. 0764260
CA Insurance License No. 0764260 | CO Insurance License No. 351162
Using Enrollment Worksheets Online at WarnerPacific.com
Enrollment Worksheets
Call or visit us today
800•801•2300
www.warnerpacific.com
CA Insurance License No. 0764260
Table of Contents
About Enrollment Worksheets ..................................................................................................................... 1
Introduction .................................................................................................................................................. 3
Click on Quote This Group Again ................................................................................................................................... 3
Click on Enrollment Worksheet when prompted. ......................................................................................................... 3
Select the plan package being offered to the group. .................................................................................................... 4
Select how the employer is contributing. ...................................................................................................................... 4
Contribution Options .................................................................................................................................... 5
Select a base plan for percentage contribution. ........................................................................................................... 5
Rollover Employee Premium Contribution to Dependent Premium. ............................................................................ 6
Check the plans your employer is offering. ................................................................................................................... 7
You can filter medical plans by Metallic level. ............................................................................................................... 7
Write alongside Kaiser .................................................................................................................................. 7
Select if your group is writing alongside Kaiser. ............................................................................................................ 7
Select the Kaiser plans being offered. ........................................................................................................................... 8
Select how the employer is contributing when writing alongside Kaiser. ..................................................................... 8
Create your worksheets ................................................................................................................................ 9
Click on Generate Proposal to finish your quote. .......................................................................................................... 9
Select your proposal reports to View, Print or email. ................................................................................................. 10
You can print a Worksheet for one employee by clicking on the Print Worksheet link for the employee. ................ 10
Illustration of worksheet details ................................................................................................................. 11
Employee and Dependent details................................................................................................................................ 11
Employer Contribution Description ............................................................................................................................. 11
Member level and pediatric rates for each plan ......................................................................................................... 11
Enrollment Worksheets
Page 1 of 11 Call or visit us today
800•801•2300
www.warnerpacific.com
CA Insurance License No. 0764260
About Enrollment Worksheets
Warner Pacific’s Enrollment Worksheets are flexible to your needs. For example:
Choose only the plans being offered
Illustrate multiple lines of coverage in quote
Set contributions for each line of coverage
Worksheets available with and without benefits
You can print a worksheet for just one employee Employee Enrollment Worksheets are your best option when the sale is complete and you are ready to conduct your enrollment meeting. No need to choose if you want the reports for a Standard Proposal and Worksheets – you get all of them! This guide will walk you through the steps to take advantage of all of the features WarnerPro Quote offers for your enrollment worksheets.
Enrollment Worksheets
Page 2 of 11 Call or visit us today
800•801•2300
www.warnerpacific.com
CA Insurance License No. 0764260
Enrollment Worksheets
Page 3 of 11 Call or visit us today
800•801•2300
www.warnerpacific.com
CA Insurance License No. 0764260
Introduction
Employee Enrollment Worksheets is your best choice when you want to illustrate each employee’s cost based on the employer’s contribution. Each employee will have their own sheet to help them make their plan and dependent coverage selections.
Check Medical, Dental, Vision and/or Life on the Group Info step to show all on one sheet.
Click on Quote This Group Again
Click on Enrollment Worksheet when prompted.
Fill in your group’s name and census information, as you would for any other quote type.
Enrollment Worksheets
Page 4 of 11 Call or visit us today
800•801•2300
www.warnerpacific.com
CA Insurance License No. 0764260
Select the plan package being offered to the group.
Select how the employer is contributing.
You can select a fixed dollar amount, a percentage, or no contribution. You can apply the percentage contribution to a plan.
Enrollment Worksheets
Page 5 of 11 Call or visit us today
800•801•2300
www.warnerpacific.com
CA Insurance License No. 0764260
Contribution Options
Select a base plan for percentage contribution.
Enrollment Worksheets
Page 6 of 11 Call or visit us today
800•801•2300
www.warnerpacific.com
CA Insurance License No. 0764260
Rollover Employee Premium Contribution to Dependent Premium.
Enrollment Worksheets
Page 7 of 11 Call or visit us today
800•801•2300
www.warnerpacific.com
CA Insurance License No. 0764260
Check the plans your employer is offering.
You can filter medical plans by Metallic level.
Write alongside Kaiser
Select if your group is writing alongside Kaiser.
Enrollment Worksheets
Page 8 of 11 Call or visit us today
800•801•2300
www.warnerpacific.com
CA Insurance License No. 0764260
Select the Kaiser plans being offered.
Select how the employer is contributing when writing alongside Kaiser.
You can set the contribution separately for the Carrier and Kaiser Wrap, or use the same contribution for both.
You may select the number of pay periods, rather than showing monthly premium.
Enrollment Worksheets
Page 9 of 11 Call or visit us today
800•801•2300
www.warnerpacific.com
CA Insurance License No. 0764260
Create your worksheets
Click on Generate Proposal to finish your quote.
Enrollment Worksheets
Page 10 of 11 Call or visit us today
800•801•2300
www.warnerpacific.com
CA Insurance License No. 0764260
Select your proposal reports to View, Print or email.
You can print a Worksheet for one employee by clicking on the Print Worksheet link for the employee.
You may need to scroll down to see the census section.
Enrollment Worksheets
Page 11 of 11 Call or visit us today
800•801•2300
www.warnerpacific.com
CA Insurance License No. 0764260
Worksheets are available to print any time after you generate your proposal – even days or weeks later!
Illustration of worksheet details
Employee and Dependent details
Employer Contribution Description
Member level and pediatric rates for each plan
Your Warner Pacific team is here to support you.
Call (800) 801-2300 if you have any questions.