In order to receive a firm and formal OPEC proposal,
please authorize a group point of contact to provide the
following information over the course of the next two weeks.
Step 2
Required information
Groups with 2-50 employees
Current Census
Current carrier bills for all lines of coverage
Current benefit summaries for all lines of coverage
Completed simplified medical questionnaires for all
covered employees
Groups with 51-99 employees
Current Census
Current carrier bills for all lines of coverage
Current benefit summaries for all lines of coverage
If previous 2 year’s renewals were less than 15% –
copy of last 2 renewals
If previous 2 year’s renewals were greater than 15% –
completed simplified medical questionnaires for all
covered employees
Groups with more than 100 employees
Current Census
Current carrier bills for all lines of coverage
Current benefit summaries for all lines of coverage
Previous 2 years claims history
Previous 2 renewals
Formal presentation
Step 3
Formal Presentation
All groups that benefit from and meet OPEC standards,
will be provided a formal offer and presentation to group officials.
