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Please make sure that all small business medical questionnaires are complete and legible.

Links:

Independence Blue Cross Checklists for New Business and Retention

New Group Checklist

Retention Business Checklist

100 + Checklist

Independence Blue Cross Portal Authorization and Broker of Record Letters:

Standard EAF

EAF with signatory info

Standard BOR

BOR Letter - Authorized Signatory

PA & NJ 2011 UCCI rates for

July - December 2011

PA Southeastern Pref70 10-50 0112

PA Southeastern Pref20 10-50 0112

PA Southeastern Flex70 10-50 0112

PA Southeastern Flex20 10-50 0112

PA Southeastern DHMO 2-50 0112

PA Southeastern Choice20 10-50 0112

PA Southeastern 2-9 0112

SNJ Flex70 10-50 0112

SNJ Flex20 10-50 0112

SNJ DHMO 2-50 0112

SNJ Choice20 10-50 0112

SNJ 2-9 0112

New Business Quoting and Submission Deadlines can be found on this link:

sgmu_calendar_2011  

 

Retention Business Deadlines for the 1st & 2nd Quarter of 2012:

 

Effective Date:      Paperwork Due: 

2/01/2012              1/13/2012

2/15/2012              1/31/2012

3/01/2012              2/15/2012

3/15/2012              2/29/2012

4/01/2012              3/15/2012

4/15/2012              3/30/2012

5/01/2012              4/13/2012

5/15/2012              4/30/2012

6/01/2012              5/15/2012

6/15/2012              5/31/2012

Retention Business Deadlines for the 3rd & 4th Quarter of 2012: 

Effective Date:      Paperwork Due:  

7/01/2012               6/15/2012

7/15/2012               6/29/2012

8/01/2012               7/13/2012

8/15/2012               7/31/2012 

9/01/2012               8/15/2012

9/15/2012               8/31/2012

10/01/2012            9/14/2012

10/15/2012            9/28/2012

11/01/2012            10/15/2012

11/15/2012            10/31/2012

12/01/2012            11/15/2012

12/15/2012            11/30/2012

 

 

 

       

Professionals supporting professionals is our motto. In an employee benefit environment that is constantly changing, our job is to ensure that our agents have all of the necessary tools to help their clients make educated decisions.

We have a full staff dedicated to assisting you from the quote all the way to reviewing the case each year. We provide education on plan design, assistance with sales presentations, support for enrollment meetings, paperwork tracking, answers to difficult service issues, and timely commission statements.

We believe our experience and our relationships are vital in helping you and your clients reach your goals.