Broker Resource Hub
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Broker Resource
Warner Pacific’s carrier partners have a variety of deadlines for group case submissions. To make sure you submit your cases on time, please review the deadlines in the document linked below. Please note that these guidelines apply to new business only.
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Broker Resource
Warner Pacific’s carrier partners have a variety of deadlines for group case submissions. To make sure you submit your cases on time, please review the deadlines in the document linked below. Please note that these guidelines apply to new business only.
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Broker Resource
Instructions Download and save the Small Group RFQ file. Enter the required information. Save the file. Email the file to Quoting@warnerpacific.com. Be sure to attach your completed form to the email before sending.
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Broker Resource
Small Group Census Template (Windows)
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Broker Resource
Small Group Census Template (Mac)
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Broker Resource
Small Group Qualifying Questionnaire
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Video
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Webinar
Join Warner Pacific and PGM for an overview of the Broker Dashboard and two of the technology tools now available to brokers in New York — Carrier 411 and Document Toolkit. Discover how these intuitive solutions simplify carrier research, centralize document access, and help you deliver faster, more accurate service to your clients.
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Broker Resource
PRO Apply Employee User Guide
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Broker Resource
Discover Sana: A Smarter Small Group Solution Has Entered the Chat
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Broker Resource
Download and save the Small Group Quote Request Form file. Enter the required information. Save the file. Email the file to FLQuoting@warnerpacific.com. Be sure to attach your completed form along with any required documents to the email before sending. A census template and list of requirements* can be found in the Quote Request Form.
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Broker Resource
NABIP Broker Compensation Disclosure Requirements
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Broker Resource
2026 Compliance Calendar
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Broker Resource
2026 Compliance Calendar (GBL)
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Broker Resource
Download and save the Excel file. Enter the information required in the three tabs. Save the final version of the Excel file. Email the Excel file to your Large Group Analyst or Sales Consultant. Be sure to attach your completed form to the email before sending. At your convenience, you may also complete this template via our user-friendly Online RFP tool. You can access this tool via your Broker Dashboard and click on the Large Group/Level Funded Request for Proposal tile. Through this tool, you may also upload files using our secure upload feature. Documents to upload: invoices, renewals, benefit summaries, census data and any other important items you wish to include. Large Group/Level Funded Request for Proposal (Online) Go to the Broker Dashboard and click on the Large Group Request/Level Funded/Alternate Funding RFP link. Click on Start New RFP and verify your information. Enter the information required in each section. Click on the Save and Complete button to submit the RFP to the team. Your dedicated Analyst will reach out with any questions.
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Broker Resource
Our specialty products offer employers the chance to take advantage of valuable services, including compliance, telemedicine and more.
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Broker Resource
A Third Party Administrator (TPA) is an organization contracted by an employer to manage their employees' group benefit plans. TPAs can be your solution for an efficient, productive and cost-efficient HR, Compliance and Benefits Management services. this document highlights the TPAs and their services available through Warner Pacific for easy comparison.
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Broker Resource
A Third Party Administrator (TPA) is an organization contracted by an employer to manage their employees' group benefit plans. TPAs can be your solution for an efficient, productive and cost-efficient HR, Compliance and Benefits Management services. this document highlights the TPAs and their services available through Warner Pacific for easy comparison.
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Broker Resource
GoCompass will equip your clients with powerful HR and compliance resources
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Broker Resource
Learn more about PRO Census
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Broker Resource
Download and save the Large Group / Level Funded RFQ Excel file. Enter the information required in the two tabs. Save the Excel file. Email (COLargeGroup@warnerpacific.com) the Excel file to our Level Funded specialists Be sure to attach your completed form to the email before sending.
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Broker Resource
Warner Pacific makes it easy to determine the best network options for the plans your clients want.
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Broker Resource
Colorado Carriers avialable in PRO Apply
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Broker Resource
Download and save the Small Group RFQ file. Enter the required information. Save the file. Email the file to COQuotes@warnerpacific.com. Be sure to attach your completed form to the email before sending
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Broker Resource
Colorado - Small Group Census Template (MAC)
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Broker Resource
*Please note some carriers may require additional information.
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Broker Resource
Plan Comparison We've taken the guesswork out of comparing carrier plans. This user-friendly document lists the major carriers’ plans in California and sorts them by similar plan design and benefits.
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Broker Resource
Plan Comparison We've taken the guesswork out of comparing carrier plans. This user-friendly document lists the major carriers’ plans in California and sorts them by similar plan design and benefits.
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Broker Resource
CMS Carrier Information
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Broker Resource
Colorado - Small Group Census Template (Windows)
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Broker Resource
Plan Comparison
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Broker Resource
Rate Updates
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Broker Resource
Broker Renewal Tools
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Broker Resource
Download and save the Small Group Quote Request Form file. Enter the required information. Save the file. Email the file to FLQuoting@warnerpacific.com. Be sure to attach your completed form along with any required documents to the email before sending. A census template and list of requirements* can be found in the Quote Request Form.
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Broker Resource
California - 2026 Small Group Plan Comparison
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Broker Resource
Lots of reasons! For you, more sales means more commissions. And, statistics conclusively show that brokers who sell their clients multiple lines of coverage experience dramatically higher retention.
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In-Person Event
April 20 - 22, 2026 | Fountainebleau, Las Vegas Warner Pacific is a Bronze Sponsor of the year's Medicarians event! Medicarians is the single largest gathering of senior health and wealth distribution professionals, bringing together the entire value chain, including agents and agency owners, product creators, care providers and plans, investors, and innovators—all under one roof.
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Broker Resource
Email the completed Quote Request to your Warner Pacific Sales Consultant or your dedicated Rating Analyst
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Broker Resource
Texas - Level Funded Quoting Checklist
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Broker Resource
• Download and save the Small Group RFQ file. • Enter the required information. • Save the file. • Email the file to TXQuoting@warnerpacific.com • Be sure to attach your completed form to the email before sending
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Webinar
Recorded on: 11/30/2021 In this webinar Janet Trautwein, CEO of the National Association of Health Underwriters (NAHU), provides guidance on what you need to do to comply with the new law that requires broker compensation disclosures. She also discusses NAHU's new summary to assist with compliance and a template for disclosure. Our Vice President of Sales, Neil Crosby, is co-host.
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Webinar
Recorded on: 1/12/2022 In this webinar, special guest Janet Trautwein provides answers to important questions on the new broker compensation disclosure rule. Trautwein is CEO of the National Association of Health Underwriters (NAHU).
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Webinar
Warner Pacific recently discussed a deadline for health insurers and employers that maintain group health plans. By December 27, health insurers and employer-based health plans required to report prescription drug and medical spending to the federal government. Attorney Marilyn Monahan, owner of Monahan Law Office, provides guidance on this important topic. Marilyn also be covers other significant legislative updates.
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Broker Resource
Presentation slides from Marilyn Monahan's November 30th, 2022 Consolidated Appropriations Act - Prescription Drug Reporting Webinar
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Webinar
The rules surrounding the ACA's 4980H shared-responsibility penalties and IRS Forms 1094/1095 reporting are complex. The obligation to understand the law — and fill out the forms correctly and on time — rests with the employer. And if they get it wrong, the consequences are significant. In this webinar, we discuss: The relationship between the 4980H penalties and completing the 1094/1095 forms Rapidly approaching deadlines to furnish and file the forms And more
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Webinar
Colorado's Paid Family and Medical Leave (PFML) law has taken effect, and your Warner Pacific Colorado team and our partners at Sun Life are excited to share all about it and answer your questions! Whether your clients have placed PFML benefits with a private ancillary carrier or have chosen to work with the state directly, as of January 1, virtually all Colorado employees now have access to PFML benefits and job protections.
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Webinar
Get Med Supp updates directly from Allstate. Learn about plans, discounts and more.
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Webinar
Catch up with Bankers Life. Hear about their on-the-spot underwriting, optional benefit riders and their agent incentive trip to the Czech Republic in 2025!
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Webinar
Hear straight from Anthem about their "Extras" packages for Med Supp, SilverSneakers fitness program and more.
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Webinar
The first Warner Insights webinar for 2024! Listen in as our Colorado Sales Team discusses the latest carrier and industry news! Topics include: Carrier updates for Small Group, Large Group & Level Funded Ancillary updates, including Colorado Paid Family & Medical Leave (PFML) Legislation to watch (state and federal) And much more
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Webinar
A key product for your Medicare clients—Boost Your Sales with Guarantee Trust Life (GTL)
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Webinar
You now have more ancillary options for your clients! That's because our carrier partner, Humana, has new Short-Term Disability (STD) and Long-Term Disability (LTD) products on the market.
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Webinar
A key product for your Medicare clients—Boost Your Sales with Guarantee Trust Life (GTL)
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Broker Resource
High-Deductible Health Plans Warner Pacific makes it easy to compare and contrast the different carriers' High-Deductible Health Plans. At a glance, you’ll quickly be able to determine deductibles, co-pays, Rx coverage, HRA/HSA compatibility and more.
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Warner U
Webinar
Demystify the essentials of the Consolidated Appropriations Act (CAA) 2021: What it is, what you need to know, key actions and how to support your clients.
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Webinar
Launched recently by our partner HealthEZ, this product offers the simplicity of an all-in-one health benefit plan with the transparency and cost efficiency of a self-funded plan. Their solution provides a range of features, including: Competitive network pricing Stop-loss protection from Nationwide Transparent Rx and medical costs And more
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Webinar
Warner Pacific has your direct connection for adding Physicians Mutual to your Medicare sales portfolio! Join our Medicare/IFP Sales Executive, Scott Morgan, as we welcome Physicians Mutual sales director Trevor Braun for a review of their portfolio lineup for Oklahoma. We will also discuss how simple it is to get contracted and rolling with them.
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Webinar
Warner Pacific has your direct connection for adding Physicians Mutual to your Medicare sales portfolio! Join our Medicare/IFP Sales Executive, Scott Morgan, as we welcome Physicians Mutual sales director Trevor Braun for a review of their portfolio lineup for Texas. We will also discuss how simple it is to get contracted and rolling with them.
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Warner U
Webinar
With so many new agents and agency staff members entering the health insurance marketplace, there's a need for basic training: insurance terminology, including those related to benefit coverage, networks and premiums rating.
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Webinar
Catch up on federally mandated prescription drug data collection (RxDC) and receive instructions on payment of PCORI fees. You'll receive guidance from attorney Marilyn Monahan, owner of the Monahan Law Office, and Janet Trautwein, Compliance and Government Affairs Executive for Warner Pacific.
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Webinar
Now's the perfect time to offer your clients creative ancillary solutions. Here's why: Companion Life recently entered the California market and is offering unique products that can meet your clients' needs. Though new to California, Companion Life has deep expertise and experience — with more than 50 years in the industry.
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Webinar
April is all about ancillary for Warner Pacific! You're invited every Tuesday of the month, same time, for a new event in this series showcasing our ancillary carrier partners. Featuring: Week 1 - April 2: Principal, Delta, Companion Life, Sun Life, Beam
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Webinar
When it comes to enrolling your leads into Medicare Advantage, Medicare Supplements, and prescription drug plans, you need a robust tool — Lead Advantage Pro. With Lead Advantage, you can: Keep track of clients Send communications to them when it's time to review coverage Enroll clients in an easy-to-use interface And more!
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Webinar
April is all about ancillary for Warner Pacific! You're invited every Tuesday of the month, same time, for a new event in this series showcasing our ancillary carrier partners. Featuring: Week 2 - April 9: MetLife, Ameritas, The Hartford, Aetna, Anthem, EyeMed
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Warner U
Learn about dental and vision products, important features, and provisions central to these benefits.
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Webinar
April is all about ancillary for Warner Pacific! You're invited every Tuesday of the month, same time, for a new event in this series showcasing our ancillary carrier partners. Week 3 - April 16: Lincoln, Mutual of Omaha, Standard, Equitable, United Concordia, Cigna
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Warner U
Webinar
Learn how to develop a brand that stands out in a crowded market and your top prospects recognize. Developing a clear brand identity will build trust and credibility before you walk in the door and will help you stand out from your competition.
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Webinar
April is all about ancillary for Warner Pacific! You're invited every Tuesday of the month, same time, for a new event in this series showcasing our ancillary carrier partners. Week 4 - April 23: Unum, Humana, UnitedHealthcare, Aflac, Colonial Life, Morgan White
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Warner U
Webinar
How can you meet your clients' needs for Life and Disability coverage? Find out in our Warner U class, "Ancillary - Life and Disability." You'll learn about different types of coverage options and how you can make unique recommendations to your clients. Additionally, you will also find out what the important plan considerations are when selecting coverage.
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Webinar
May is all about ancillary for Warner Pacific! On the first and second Tuesday of the month, same time, check out our series showcasing our ancillary carrier partners. Week 1 - May 7: Beam, Mutual of Omaha, Principal, Solstice, The Hartford, Warner Pacific
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Warner U
Webinar
As you may know, selling in the Large Group and Mid-Market space is significantly different from selling in Small Group. In Part 1 of our course, "Best Practices for Navigating Large Group & Mid-Market," we will: Teach you how carriers view mid-size employer groups What they need to know about your clients to market accounts What best practices will provide your clients with the best results These career-boosting courses are ideal for brokers and account managers in all states.
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Webinar
A key product in every broker's portfolio is hospital indemnity insurance. These plans help manage out-of-pocket costs for clients on hospitalizations and other medical services. These products can also help you build your book of Medicare business through higher retention rates and provide additional commission. And now, Warner Pacific has partnered with a carrier that has one of the hottest hospital indemnity plans on the market: Guarantee Trust Life (GTL).
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Warner U
Webinar
Level funding. Captives. Stop loss. It's important to know how self-funding works, and all of the options that are available to your clients. Get a grasp of the types of solutions out there in our online Warner U course, "Self-Funded 101." We'll help you understand the nuts and bolts. Ideal for brokers and account managers.
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Webinar
Let Warner Pacific help transition your Cigna + Oscar clients before the carrier exits the market. To avoid disruption, you can act now rather than wait until your clients' renewal date.
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Webinar
As you may know, Paid Family Medical Leave (PFML) has been an important topic in Colorado. That's why are introducing you to ShelterPoint. They offer competitive PFML coverage and great resources for Colorado employers and their employees and also provide coverage down to two lives and deliver smooth service on claims.
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Warner U
The overall objective of this course is to build on the skills learned in PRO Quote 101. In this class, we will teach you how to create and customize small group quotes just the way you want them. This class is designed for people who have completed the PRO Quote 101 course, or those familiar with the PRO Quote quoting process.
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Warner U
Webinar
Don't miss the opportunity watch the "Mid-Year Political, Legislative & Regulatory Update. We cover new and pending laws and proposals. You'll learn about potential industry changes that might affect you or your clients. Our class will be hosted by Janet Trautwein, our Compliance and Government Affairs Executive. Having served at the helm of the NABIP since 2005, she is highly respected for her in-depth understanding of legislative and regulatory matters from an insider's point of view.
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Webinar
Explore "A Vision Plan for Everyone," a partnership between Warner Pacific and Community Eye Care. With us, your clients benefit from: True flexibility with no restrictions Quality materials, with no brand restrictions Tailored plans, voluntary and non-voluntary Simplify and satisfy your clients with transparent plans.
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Warner U
Webinar
Join us to discover how you can use PRO Provider to guide your clients through the process of choosing the right carrier for their employee benefits. We'll show you the essentials of our tool, including searching for providers and carrier networks. PRO Provider 101 is a career-boosting, course that's ideal for agents in California, Colorado, Florida and Texas.
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Warner U
The overall objective of this course is to build on the skills learned in PRO Quote 101 & 201. In this class, we will teach you how to create and customize small group quotes just the way you want them. This class is designed for people who have completed the PRO Quote 101 & 201 courses, or those familiar with the PRO Quote quoting process.
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Broker Resource
Email the completed Quote Request to: COAncillary@WarnerPacific.com
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Warner U
Webinar
See how your clients' employees can use our proprietary online enrollment tool to their advantage. Built for speed and accuracy, PRO Apply is the convenient alternative to paper-based enrollments. In this course, you'll discover how easy it is to conduct enrollment with quick turnarounds and smart processing.
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Webinar
Kaiser Permanente is preparing to serve the residents of northern Monterey County, bringing their high-quality, integrated health plan and medical services to the community! Pending regulatory approval, their new medical office is expected to open in Salinas in January 2025.
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Warner U
Webinar
AI will likely have huge impacts on businesses in the future. How are you preparing your business to deal with it? We'll give an introduction to understanding and leveraging AI. We'll also touch on some applications, ideas on business strategy and emerging trends. Learn how to think strategically about integrating AI into your business. This career-boosting, non-C.E. class is ideal for principals, managers/leaders, brokers, and account managers in all states
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Warner U
Webinar
The Voluntary industry is the fastest-growing industry, with sales numbering in the multi-billions every year. If you haven't looked at offering these valuable benefits or if your clients have been asking, then you will want to tune into our Warner U course, "Worksite & Voluntary Benefits,"
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Warner U
Webinar
What are Minimum Essential Coverage (MEC) plans? Delve into them in our course, "Apex-MEC Plans." We'll discuss the role MEC plans fulfill in providing clients with coverage, their compliance with the Affordable Care Act, and more. Joining us will be Janet Trautwein, our Compliance and Government Affairs Executive, and Matthew Kincaid, a Partner with Apex Management Group. This career-boosting, non-C.E. course is ideal for brokers and account managers in all states.
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Webinar
Consider adding Devoted Health to your Medicare sales portfolio for so many reasons, including: The fastest-growing Medicare Advantage plan in the U.S. Plans rated 4.5 stars in Texas (and 94% of plan members nationally are in plans rated 4 stars and higher!) Member satisfaction 6x the industry average Variety of plan options (including HMO, PPO, MA only, giveback, C-SNP and D-SNP)
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Broker Resource
Baylor Scott White
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Broker Resource
Blue Cross Blue Shield of Texas
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Broker Resource
Carrier List (PDF)
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Broker Resource
Community Care of Oklahoma
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Broker Resource
Download and save the Large Group / Level Funded RFQ Excel file. 1. Enter the information required in the two tabs. 2. Save the Excel file. 3. Email the Excel file to our Level Funded specialists at
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Broker Resource
• Download and save the Large Group Quote Request Form file. • Enter the required information. • Save the file. • Email the file to FLQuoting@warnerpacific.com. • Be sure to attach your completed form along with any required documents to the email before sending. A census template and list of requirements** can be found in the Quote Request Form. *Please note group size eligibility varies by carrier and by state. **Please note some carriers may require additional information. Please contact us if you have questions about level-funded quoting requirements.
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Broker Resource
Memorial Hermann
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Broker Resource
Oklahoma - Small Group Census Template (Excel)
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