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Sales Tools

Broker Reference Tools

Pre-Sales Tools

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.
Online Provider Network Reference Sheet
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.
Download Tool
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 2020 medical loss ratio.

ACA & Compliance Tools

ACA Rating Methodology & Regions Definitions
Update & FAQ on age band rating expansion
Amwins Connect Affordability Calculator
Determine if coverage is affordable under ACA coverage requirements.
Amwins Connect FTE Calculator
Determine the number of full-time equivalent employees.
Amwins Connect Compliance Guide
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Contact Quoting

mailto:acis.quotes@amwins.com
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Bay Area
1600 W. Hillsdale Blvd, Suite 201
San Mateo, CA 94402
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Los Angeles
21800 Oxnard Street, Suite 650
Woodland Hills, CA 91367
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Sacramento
1410 Rocky Ridge Drive, Suite 350
Roseville, CA 95661
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Orange County
2677 N. Main Street, Suite 800
Santa Ana, CA 92705
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Fresno
7108 N Fresno, Suite 300
Fresno, CA 93720
By appointment only.
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San Diego
13500 Evening Creek Drive, Suite 650
San Diego, CA 92128
By appointment only.

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