Information Required to Obtain a New Small Group Quote for January 1, 2014

As you know, many things change under the Affordable Care Act (ACA) in relation to the rating of small (2-50 employees) employer groups in 2014.  One of the changes for you and your small group clients is the elimination of the required employee medical applications. Going forward, the information necessary to provide a preliminary small group quote will be less than it is today.

We’re in the final stages of rolling out our new online broker and employer quoting platform. We will send out further information with instructions about accessing that platform soon.

In the meantime, please continue to email your small group quote requests as you do today to Quotes@healthalliance.org.

We will need this information:

• Employer name, address, city, state, and ZIP code
• Broker agency and agent name
• Quarterly wage and tax statement
• Employee name, gender, date of birth (DOB), Tobacco use (Yes or No), ZIP code
• Spouse and children’s names, genders, DOBs, Tobacco use (Yes or No), ZIP code

Before rates can be considered final, we will also need signed employee applications, along with the other documents required today for a small group, such as the signed acceptance letter, sold rates, employer application, employee eligibility questionnaire (EEQ), plan election (if applicable), Primary Care Physician (PCP) forms (if applicable), and binder check.

You can find further information on pages 21-30 in the broker manual, which is on Your Health Alliance for brokers.