Athena Risk Partners Secure Submission Portal
Secure Document Intake

Non-Medical Request

Submit a non-medical marketing request to the specialist team. Complete the questions below and enclose the supporting documents — plan design, census, current rates.

Every question is required unless marked optional.

Your details

We'll use this if the specialist team needs to come back to you.

The account

Number of benefit-eligible employees.
Standard turnaround to client presentation is 6 weeks, assuming all data is in hand.

The request

Current lines being marketed optional
Lines the group has today that you'd like attention on. Choose any that apply.
New lines being requested optional
Lines the group does not have today. Choose any that apply.
Enter N/A if unknown.

Coverage details

Documents to enclose
Attach these below. Anything you can't supply, say so in the comments above.
  • Current plan documentsNot just highlight sheets.
  • Current ratesIncluding all voluntary rates.
  • Most recent renewal
  • Most recent paid bill

Census

What your census file needs to contain
A specification for the spreadsheet you attach — nothing here needs retyping into this form.
  • Employee identifier
  • Date of birth
  • Date of hire
  • Gender
  • Home and work ZIP codeBoth, if they are in different states.
  • Occupation or job title
  • Annual compensationAligned to contract covered income. Additional columns may be appropriate to report bonus, commissions or K1.
  • Exempt / non-exempt or salary / hourly if applicableHelpful but not required, unless it is a benefits class designation.
  • Benefits enrollment detailsClass designation, enrollment tier, and benefit volume for Voluntary Life, Critical Illness or incremental Disability.
  • Part-time employees included if applicableRequired if FMLA Outsourcing is part of this RFP.
  • Retiree benefits or grandfathered classes if applicableIf applicable, and where those members are clearly identifiable on the census.

Experience requirements

Experience reports we may need
Which of these apply depends on the lines carried and the number of enrolled lives.
  • Dental — prior 36 months' experience by planLives, premium and paid claims.
    • Dental — prior year utilization & accumulation reports if applicableBonus points for a prior 12-month claims listing we can re-price against.
    • Dental — prior year top 25–50 provider reportTIN, address, charged amount, paid amount, and an in/out-of-network indicator. Over 1,000 lives, make it the top 100.
  • Vision — three years' enrolled lives, claims and premiumPlus a top 50 provider report.
  • STD — three years' enrolled lives, claims and premium by month
  • Life — three years' enrolled lives, claims and premium by monthPlus a waiver of premium report with open and closed claims and reserves, and an incurred and paid exhibit.
  • LTD — three years' enrolled lives, claims and premium by monthPlus open and closed claims with reserves, and an incurred and paid exhibit.
  • All coverages — three years' rate and plan change history

Enclosures