Quoting/Sold Checklists

Helpful Documents

• 1099-independent-contractors-form.pdf
• 2018 ATNE Survey
• ATNE Calculator
• Binder Check Cover Sheet
• Cobra Implementation Checklist
• Cobra Participant Guide
• Common Ownership form
• Direct Debt Form
• GRx census(member level census)
• Participation & Floor Certification
• PEO Questionnaire
• Prime New Business Enrollment Spreadsheet (Excel)
• Product Selection Form
• Religious Exemption Form
• Service Fee Form
• Tax Document Guide
• Written Assurance Form

Group Size 1-50

• New Business Sold Submission Checklist
• Quote Request Checklist

Group Size 51+

• 51-100 Quote Request Form
• New Business Sold Submission Checklist
• Quote Request Checklist