Obtaining a Formal Proposal

Step 1

Commitment

In order to receive a firm and formal OPEC-HC 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-HC standards, will be provided a formal offer and presentation to group officials.