New Member Checklist

Small Groups (fewer than 50 employees)

  • Census
  • Last 4 Carrier Renewal Packages
  • (If your group is unable to obtain claims experience data from your carrier)
  • Plan Designs
  •  Payroll contribution strategy
  • Deductible contribution strategy
  • # of bargaining unit contracts and expiration dates

Large Groups (51 or more employees)

  • Census
  • Carrier Renewal Package
  • Plan Designs
  • Payroll contribution strategy
  • Deductible contribution strategy
  • 24 Months Claims Experience by month
  • 2 years of Large Claim Reports
  • # of bargaining unit contracts and expiration dates