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Level-Funded Medical Plan Partners

When it comes to providing a business’ employees with the necessary insurance, it’s crucial that you have several worthwhile options to pick from. This is where we at Warner Pacific can help you. We work with an expansive network of carriers to provide both small and larger companies with accommodating coverage plans. This also includes several level-funded plan partners. With its cost savings and flexibility, level-funded medical is an increasingly popular option for small business. You can learn more about this form of insurance and its benefits here.

Level Funded Request Forms

Large Group/Level Funded Request for Quote form (Excel)
  1. Download and save the Large Group/Level Funded RFQ Excel file.
  2. Enter the information required in the three tabs.
  3. Save the final version of the Excel file.
  4. Email the Excel file to your Large Group Analyst or Sales Consultant. Be sure to attach your completed form to the email before sending.
At your convenience, you may also complete this template via our user-friendly Online RFP tool. You can access this tool via your Broker Dashboard and click on the Large Group/Level Funded Request for Proposal tile. Through this tool, you may also upload files using our secure upload feature. Documents to upload: invoices, renewals, benefit summaries, census data and any other important items you wish to include.

Large Group/Level Funded Request for Proposal (Online)
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  1. Go to the Broker Dashboard and click on the Large Group/Level Funded Request for Proposal tile.
  2. Click on Start New RFP and verify your information.
  3. Enter the information required in each section.
  4. Click on the Save and Complete button to submit the RFP to the Large Group Team.
  5. Your dedicated Large Group Analyst will reach out with any questions.

Level Funded Request Forms

Large Group / Level Funded Request for Quote form (Excel)
  1. Download and save the Large Group / Level Funded RFQ Excel file.
  2. Enter the information required in the two tabs.
  3. Save the Excel file.
  4. Click here to email the Excel file to our Level Funded specialists.
  5. Be sure to attach your completed form to the email before sending.
Level Funded Quoting Checklist (PDF)

Level Funded Carrier Matrix (PDF)

Should you have any questions or need more assistance, please contact our Level Funded Specialists:

Phone: (800) 801-2300
Email: COLargeGroup@warnerpacific.com

Team Sheet

Team Sheet (PDF)
 

Large Group Request Forms

Large Group / Level Funded Request for Quote form (Excel)
  1. Download and save the Large Group / Level Funded RFQ Excel file.
  2. Enter the information required in the two tabs.
  3. Save the Excel file.
  4. Click here to email the Excel file to our Level Funded specialists.
  5. Be sure to attach your completed form to the email before sending.
Level Funded Quoting Checklist (PDF)

Level Funded Carrier Matrix (PDF)

Should you have any questions or need more assistance, please contact our Level Funded Specialists:

Phone: (800) 801-2300
Email: TXAlternateFunding@warnerpacific.com

What Is Level-Funded Health Insurance?

With level-funded health plans, the employer pays for coverage, and the health carrier accepts and processes claims. This payment consists of a monthly cost that employers spend in anticipation of potential medical needs among their team. This includes expected claims, stop-loss insurance premiums and overall administrative costs.


This form of insurance comes with several benefits for employers and team members. For one, expenses are much more predictable, making it easier to stay within budget when paying for coverage. There’s also less required administrative maintenance on the part of the company, allowing them to devote their attention to other important facets of their business.


Who Is Ideal for Level-Funded Health Plans?

When a fully insured method of coverage is too expensive, level-funded health insurance is a wonderful alternative. This is why this type of plan often works best for smaller companies and startups. Budget-conscious midsized businesses can also gain an advantage by being able to more accurately predict monthly expenses. So, if your client is a smaller company looking to provide their team with reliable coverage that works with budget restrictions, this could be just the plan you need.


The Warner Difference

Warner Pacific sets out to be a useful insurance resource for small and large businesses alike. We work with several level-funded plan partners to ensure that you get all the information you need to make an informed decision. Additionally, we’re always available to answer questions and provide you with support. Contact us today with any questions and learn about some of our level-funded carriers below.