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Small-Group Medical Insurance Broker Resources

What Is Small-Group Medical Insurance?

Small-group medical insurance is a type of health insurance coverage designed small businesses. It provides health-care coverage for employers and their staff and is designed to cover the costs of medical services and treatments. It can include coverage for doctors’ visits, hospital stays, prescription drugs, medical equipment, and many other types of services.  Additionally, many small-group medical insurance plans provide coverage for preventative care services and wellness programs.

Available Carriers in PRO Apply


Carrier List (PDF)


Product & Commission Schedule

Warner Pacific represents top carriers and products. Agents and brokers writing small group and mid-market business through Warner Pacific remain the broker of record while receiving full commissions, as well as credit toward carrier bonus and reward programs.

California Product & Commission Schedule 2024 (PDF)

 

Case Submission Deadlines

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.

Carrier New Business Submission Deadlines - CA SG Q1 2024 (PDF)

Carrier New Business Submission Deadlines - CA SG Q2 2024 (PDF)
 

Quote Request Forms

Small Group Quote Request form (Excel)

  • 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.

Small Group Census Template (Windows) (Excel)

Small Group Census Template (Mac) (Excel)

Small Group Qualifying Questionnaire (PDF)

 

Rate Updates

Small Group Rate Tracking Guide (PDF)

 

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.


2024 HSA & HRA Health Plans at a Glance for Small Group (PDF)


Network Tool

Warner Pacific makes it easy to determine the best network options for the plans your clients want.

Network Tool for Small Group (PDF)
 

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.

2022 Plan Comparison for Small Group (Excel)

2023 Plan Comparison for Small Group (Excel)

2024 Plan Comparison for Small Group (Excel)
 

CMS Carrier Information


CMS Carrier Guidelines / Rx Bin Numbers (PDF)

Available Carriers in PRO Apply


Carrier List (PDF)


Plan Comparison

We've taken the guesswork out of comparing carrier plans. This user-friendly document lists the major carriers' plans in Colorado and sorts them by similar plan design and benefits.
 

2023 Plan Comparison for Small Group (Excel)
 

Quote Request Forms

Small Group Quote Request Form (Excel)

  • 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

Small Group Census Template (Windows) (Excel)

Small Group Census Template (Mac) (Excel)


Team Sheets

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


Broker Renewal Tools

Client Questionnaire (PDF)

Available Carriers in PRO Apply


Carrier List (PDF)


Quote Request Forms

Small Group Quote Request Form (Excel)

  • Download and save the Small Group RFQ file.

  • Enter the required information.

  • Save the file.

  • Email the file to TXsmallgroupfullyinsured@warnerpacific.com.

  • Be sure to attach your completed form to the email before sending

Small Group Census Template (Windows) (Excel)

Small Group Census Template (Mac) (Excel)


Team Sheets

Sales Team Sheet

Small Group Team Sheet
 

Carrier FAQs

Scott and White

Friday Health Plans

Humana

UnitedHealthcare

Small-group medical insurance is an enticing option for businesses because it allows employers to provide their employees with quality coverage at a lower cost than individual health insurance plans. Furthermore, these medical plans are often easier to customize, so employers can tailor the plan to suit their unique needs. This flexibility is especially beneficial for businesses that have diverse groups of employees with different health-care needs.  

Trust Warner Pacific for Clients’ Insurance Needs

At Warner Pacific, we understand the importance of providing excellent insurance plans that meet the needs of both employers and their employees. It's for that reason that we compiled our comprehensive list of small-group medical insurance broker resources—these will help brokers choose the right plan for their clients’ businesses.

If you're an insurance broker with a client looking for small-group medical insurance, Warner Pacific can help you find the best possible coverage. We provide insurance brokers in California, Colorado, and Texas with a wide range of competitive insurance plans. With our comprehensive network of carriers, you can help your clients find the coverage they need at affordable rates. Our small-group medical insurance broker resources, located below, provide information about our available plans in each state.
 
Find the small-group medical information you need here, or contact us to directly discuss your clients’ insurance needs. We look forward to helping you find the plan they need for their business!