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Sales Tools

Broker Reference Tools

Pre-Sales Tools

2024 Special Enrollment Period (SEP)
Guidelines and cutoff dates for this year's November 15 - December 15 SEP.
Master Plan List (MPL)
Narrow your plan options before quoting!
Quarterly Release Status
Overview of quoting, Ease library content, enrollment forms, and SOB/SBC availability.
Small Group Qualifying Questionnaire
Qualify and assess your clients needs easily.
Carrier Network Overview
Name and description of each carrier's network, identifying size and region.
Provider Search Guide
One-click access to each carrier's online provider look up tool.
Infertility Comparison
Guide outlining infertility benefits and limitations for each carrier.
Open PDF
Deductible & Out-of-Pocket Max Credit
Guidelines on when carriers will allow credit and how to submit the request.
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Employer Contribution Modeling Calculator
Model multiple Employer Contribution strategies on a flat dollar or percentage basis.
Download Tool
Wellness Incentive Flyer
Learn how wellness incentives work.
OPEN PDF

In Force Group Tools

Broker Portal & Census Export
Availability of and instructions for accessing carriers' broker portals.
Medical Loss Ratio (MLR) Results
Results on each carriers 2022 medical loss ratio.

ACA & Compliance Tools

ACA Rating Methodology & Regions Definitions
Update & FAQ on age band rating expansion
Affordability Calculator
Determine if coverage is affordable under ACA coverage requirements.
Amwins Connect FTE Calculator
Determine the number of full-time equivalent employees.
Employer Compliance Guide
Learn about ACA rules and requirements that continue to impact employers sponsoring health plans.
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