Level-funded health plans are a fantastic middle ground between fully insured plans and self-funded plans. They help businesses manage risk and benefit costs without having to compromise on coverage for their employees.
How Warner Pacific Can Help You Find the Right Plan for Your Clients
At Warner Pacific, we understand that every business has unique insurance needs. Fully insured plans and self-insured plans aren’t for everyone, which is why being able to offer clients flexible level-funded plans is so important.
To help insurance brokers provide their clients who are employers with the best coverage and service, Warner Pacific offers level-funded plans for small businesses and large businesses alike. We also provide level-funded health insurance resources to help brokers determine which plans will best suit their clients. With our plans, your clients can enjoy the double benefits of a fully insured plan’s safety net and a self-funded plan’s cost savings and financial stability. These plans are ideal for businesses that want to save money on their health insurance while keeping the overall quality of care high.
To learn more about our available level-funded insurance plans, check out our level-funded insurance broker resources below. Our level-funded insurance broker resources provide information about plans, procuring quotes, and more. Or if you need additional information about Warner Pacific’s services, reach out—our team is always available to provide support and guidance.
Level Funded Request Forms
Large Group/Level Funded Request for Quote form (Excel)- 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.
Large Group/Level Funded 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.
Our Partners
EBA&MLevel Funded Request Forms
Large Group / Level Funded Request for Quote form (Excel)- Download and save the Large Group / Level Funded RFQ Excel file.
- Enter the information required in the two tabs.
- Save the Excel file.
- Click here to email the Excel file to our Level Funded specialists.
- Be sure to attach your completed form to the email before sending.
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 Level Funded Specialists:
Phone: (800) 801-2300
Email: COLargeGroup@warnerpacific.com
Team Sheet
Don Greeley (PDF)
Leidy Rivera (PDF)
Sam Garay (PDF)
Wendy Bloom (PDF)
Small Group Quote Request Form (2*-50)
Level Funded Small Group Quote Request Form (Excel)
• 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.
Stand Alone Group Census Template (Excel)
Large Group Quote Request Form (51+)
Large Group / Level Funded Request for Quote form (Excel)
• 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.
Should you have any questions or need more assistance, please contact us:
Phone: (305) 614-3550
Email: FLQuoting@warnerpacific.com
Our Partners
Optimyl BenefitsTeam 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 Level Funded specialists.
5. Be sure to attach your completed form to the email before sending.
Level Funded Carrier Matrix (PDF)
Should you have any questions or need more assistance, please contact our Level Funded Specialists:
Phone: (800) 801-2300
Email: OKQuoting@warnerpacifc.com
Our Partners
Optimyl BenefitsAvailable Carriers in PRO Apply
Carrier List (PDF)
Team Sheet
Team Sheet (PDF)
Large Group Request Forms
Large Group / Level Funded Request for Quote form (Excel)
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. Click here to email the Excel file to our Level Funded specialists.
4. Be sure to attach your completed form to the email before sending.
Level Funded Quoting Checklist (PDF)
Level Funded Carrier Matrix (PDF)
Should you have any questions or need more assistance, please contact our Level Funded Specialists:
Phone: (800) 801-2300
Email: TXQuoting@warnerpacific.com