Submission:
To: Gib Palmer - gib.palmer@oneamerica.com
CC: Pipedrive specific, Agent, For indirect groups CC Tom@rtaylorins.com
Subject: One America New Group - [Group Name] [Effective Date]
Body: Hello,
Please quote this group with One America. If anything else is needed, please let me know.
Spectrum Census Template copy.xlsx
Implementation:
Once group has chosen which plans they want to implement you will need the following documents:
This form is for small business in Georgia.
If you have a FL group use this form: https://app.agencybloc.com/pdf-viewer.aspx?f=649605_G-33319-(Small-Biz)-(FL)_FILLABLE.pdf&type=5&carFormId=50911
Administrative Options Election Form Group Ins. Policyholders: https://app.agencybloc.com/pdf-viewer.aspx?f=649605_G-17577-Admin-Options-(Small-Biz)_FILLABLE.pdf&type=5&carFormId=50914
ACH payment form: https://app.agencybloc.com/pdf-viewer.aspx?f=649605_ACH-payment-authorization-form.pdf&type=5&carFormId=50916
Not Actively at Work Form: https://app.agencybloc.com/pdf-viewer.aspx?f=649605_G-30616_FILLABLE-Not-Actively-at-Work-Supplement-Template.pdf&type=5&carFormId=50912
Send back the sold proposal
Final census - I just sent a payer report out of Bensel: https://www.notion.so/taylorinsuranceservices/Bensel-Payer-Report-1c10ec6e6000800fb686ed55b66159ad?source=copy_link
*If this is a takeover for any products you will also need to get the group’s last invoice with their previous carrier, and the previous carriers certificates of coverage
Chat GPT:
This process outlines how to submit an RFP to One America and how to complete the group implementation once a group has selected their plan.