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Allied™ Funding Advantage Advanced Alternative Funding Training

Allied™ Funding Advantage Advanced Alternative Funding Training. OVERVIEW. What Makes the Plan Successful Proposals Claim Fund Stop Loss Policy Enrolling a Group. PLAN KEY HIGHLIGHTS. KEY POINTS FOR THE PLAN Contained Risk – Employer protection Stabilized Cash Flow

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Allied™ Funding Advantage Advanced Alternative Funding Training

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  1. Allied™ Funding Advantage Advanced Alternative Funding Training

  2. OVERVIEW What Makes the Plan Successful Proposals Claim Fund Stop Loss Policy Enrolling a Group

  3. PLANKEYHIGHLIGHTS KEY POINTS FOR THE PLAN Contained Risk – Employer protection Stabilized Cash Flow Pre-packaged Plan – All in One Claim Fund Savings

  4. WHATMAKES ALTERNATIVE FUNDING PLANSWORK Healthy Risk Pool Smart Health Care Consumption Good Plan Design Follow the Money Participation Commitment

  5. COVERAGEPROPOSALS Proposal Ease of Presentation

  6. COVERAGEPROPOSALS Annual Cost Summary Claim Fund Stop Loss Admin & Sales Maximum Costs Expected Costs

  7. COVERAGEPROPOSALS Monthly Costs Composite Rates Cost Breakdown

  8. COVERAGEPROPOSALS ERISA Benefit Plans Available: Premium Advantage Plans HSA Qualified Plans Indemnity Freedom

  9. CLAIMFUND Accounting – Fully Insured vs Alternative Funding Reporting Monthly Accounting Quarterly Utilization

  10. CLAIMRUNOUT 12/21 – 9-month Run-Out No Additional Fees Claim Fund Refund

  11. STOPLOSSPOLICY Plan Year Specific Stop Loss Aggregate Stop Loss Accommodation Early Termination Minimum Aggregate Deductible

  12. IMPORTANTTHINGSTO KNOW Employer Enrollment Changes COBRA Employer Directed Claims Payments

  13. ENROLLMENT&UNDERWRITING For Groups of 10 to 99 Medically Underwritten Medical Enrollment Form <50 – Traditional 50+ – Simplified Prescreens for Quotes

  14. Submission Requirements Final Proposal Employer App Employee Enrollment Forms & Waivers Current & Renewal Rates Quarterly Tax/Wage Report Employer’s First Payment ENROLLMENT&UNDERWRITING

  15. GET YOUR ADVANTAGE TODAY! • Phone: 888-767-7133 • Fax: 913-945-4396 • Quote Email: • sales@alliednational.com • Website:www.alliednational.com The RIGHT Benefits. The RIGHT Price.

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