Large-Group Medical Insurance Broker Resources

Businesses with 100 or more employees may benefit from a large group health plan.  When a business has many employees, finding a comprehensive and affordable health plan option that meets their needs can be a challenge. Large group health plans often provide more customized coverage than most small group health insurance plans and allow benefits to be designed to meet the specific needs of an employer group. Large-group plans tend to be more cost-effective than small group health insurance, as the risk is spread among a larger pool of people and can be structured with several alternative funding arrangements. This flexibility in plan design and funding alternatives allows employers to obtain more competitive pricing for their health plan.  


Fortunately, Warner Pacific can help insurance brokers discover the best solutions for their large employer clients.  Our large group broker services provide brokers with the market information they need to recommend appropriate health plans for their clients.  Our large group resources include a range of options from leading insurers and TPAs that are designed to meet the needs of large and complex employer groups, as well as additional information that can help brokers identify the right balance of coverage, deductibles, pharmacy, network, and funding arrangements.


To get a proposal for your large employer client, please complete the Request form below.

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)
Chris Martie (PDF)
Jordan Lanahan (PDF)
Patti Winocur (PDF)
Shauna Broadus (PDF)
Troy Westergren (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