What's required depends on the lines you carry today and how many people are eligible.
Dental — prior 36 months' experience by planLives, premium and paid claims.
Dental — prior year utilization & accumulation reports if applicable Bonus 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