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Large-Group Medical Insurance Broker Resources

Large-Group Insurance: An Affordable Option for Growing Companies 

Businesses with 51 or more employees may benefit from a large-group health plan. Large-group insurance is a type of health insurance plan that employers with many employees can get. These plans help cover the medical costs associated with the care of workers and their families.

Large Group Request Forms

Large Group Request for Quote form (Excel)
  1. Download and save the Excel file.
  2. Enter the information required in the three tabs.
  3. Save the final version of the Excel file.
  4. 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 link. 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 Request for Proposal (Online)
  1. Go to the Broker Dashboard and click on the Large Group Request/Level Funded/Alternate Funding RFP link.
  2. Click on Start New RFP and verify your information.
  3. Enter the information required in each section.
  4. Click on the Save and Complete button to submit the RFP to the team.
  5. Your dedicated Analyst will reach out with any questions.

Large Group Request Forms

Large Group / Level Funded Request for Quote form (Excel)
  1. Download and save the Large Group / Level Funded RFQ Excel file.
  2. Enter the information required in the two tabs.
  3. Save the Excel file.
  4. Click here to email the Excel file to our Large Group specialists.
  5. Be sure to attach your completed form to the email before sending.
Fully Insured Quoting Checklist (PDF)

Team Sheets
Caroline Johnson (PDF)
Christopher Martie (PDF)
Jordan Lanahan (PDF)
Patti Winocur (PDF)
Troy Westergreen (PDF)

Should you have any questions or need more assistance, please contact our Large Group Specialists:

Phone: (800) 801-2300
Email: COLargeGroup@warnerpacific.com

Team Sheet

Team Sheet (PDF)


Large Group Request Forms

Large Group / Level Funded Request for Quote form (Excel)
  1. Download and save the Large Group / Level Funded RFQ Excel file.
  2. Enter the information required in the two tabs.
  3. Save the Excel file.
  4. Click here to email the Excel file to our Large Group specialists.
  5. Be sure to attach your completed form to the email before sending.
Should you have any questions or need more assistance, please contact our Large Group Specialists:

Phone: (800) 801-2300
Email: TXLargeGroupFullyInsured@warnerpacific.com


Large-group plans typically provide more comprehensive coverage than individual health insurance plans; some benefits include lower copays for doctor visits and more coverage for hospitalization. They may also offer additional benefits, such as vision and dental care, prescription drug coverage, or disability insurance. Additionally, large-group plans tend to be more cost-effective than individual health insurance, as the risk is spread among a larger pool of people. This allows employers to obtain better rates with insurers.


Warner Pacific: An Ally for Insurance Brokers


When a business has many employees, finding a comprehensive and affordable insurance option that meets everyone’s needs can be a challenge. Fortunately, Warner Pacific can help insurance brokers discover the best solution for clients with vast employee groups. Our large-group insurance broker resources provide brokers with the information they need to select appropriate health plans for their clients. Our large-group insurance resources include a range of options from leading insurers that are designed to meet the needs of large and complex employee groups, as well as additional information that can help brokers identify the right balance of coverage, deductibles, and premiums.


Determining the best coverage for your clients isn't always easy, but Warner Pacific is here to provide you with the resources you need to make informed decisions. See our large-group insurance broker resources below, or contact us with any other questions you may have relating to available insurance options.