<aside> 📋 Standard Operating Procedures organized by department. Click any process to view full documentation.

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🟢 Group Sales

Owner: Elaine | RFPs, proposals, carrier submissions, implementations

Proposals & RFPs

• General RFP Process
• Spectrum Health Proposals
• Commission Split Agreements (Indirect)
• Commission Split Agreements - Direct Groups
• CEEM Form

Carrier Submissions

• 90DB Large Group Submissions
• 90DB UW Guidelines
• Ameritas Submission & Implementation
• Aetna Submission & Implementation
• Benefit Mall Submissions (51-100)
• Benefit Mall Submissions (100+)
• Nationwide Submissions & Implementations
• One America Submission