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!
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)
California Product & Commission Schedule 2025 (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 Q2 2025 (PDF)
Carrier New Business Submission Deadlines - CA SG Q3 2025 (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
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)
2025 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.
2024 Plan Comparison for Small Group (Excel)
2025 Plan Comparison for Small Group (Excel)
CMS Carrier Information
CMS Carrier Guidelines / Rx Bin Numbers (PDF)
Our Partners
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 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)
Plan Comparison
CO 2025 Plan Comparison (Excel)
Rate Updates
Small Group Rate Tracking Guide (PDF)
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)
Quote Request Form
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)
*Please note some carriers may require additional information.
Team Sheets
Don Greeley (PDF)
Leidy Rivera (PDF)
Sam Garay (PDF)
Wendy Bloom (PDF)
Lisa Otero (PDF)
Carrier FAQs and Carrier411
When you work with Warner Pacific, you will gain access to our Carrier411 tool. This one-of-a-kind tool provides a comprehensive snapshot of frequently asked questions and answers by carrier. Please contact us with any questions about this tool and to gain access to Carrier411 and our other amazing technology tools!
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 OKQuoting@warnerpacifc.com
• Be sure to attach your completed form to the email before sending
Small Group Census Template (Excel)
Team Sheets
Small Group Team Sheet
Carrier FAQs
Community Care of Oklahoma
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 TXQuoting@warnerpacific.com
• Be sure to attach your completed form to the email before sending
Small Group Census Template (Excel)
Team Sheets
Sales Team Sheet
Carrier FAQs
Baylor, Scott and White
Blue Cross Blue Shield of Texas
Memorial Hermann