Level Funded Medical
Savings & Flexibility for Your Clients
Level funded plans offer cost predictability and other benefits, making them a great option. Employers pay a set amount to a carrier each month, with potential refunds on year-end surpluses.
Available to both small and large groups, level funded plans are composite-rated (tier), with no age banding. It’s no wonder that they are increasingly popular options.
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Support & Expertise
We offer solid carriers in level funded plans, along with our ever-valuable expertise and support. Our Sales Consultants and Analysts will guide you through the quoting process, all the way through implementation.
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Helpful Technology
New additions in our proprietary PRO Apply tool specifically support level funded medical. Our online RFP tool*, available on the Broker Dashboard, allows you to submit quote requests to our dedicated team of analysts.
*Currently only available in California - coming soon for Colorado and Texas.
Level Funded Medical Carriers
Not only do we offer the industry’s largest carrier portfolio, but we also identify opportunities to cross-sell ancillary and specialty coverage.