Step 1
Commitment
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.
