Small Group Medical

Product & Commission Schedule

Warner Pacific represents top carriers and products. Agents and brokers writing small group and mid-market business through Warner Pacific remain the broker of record while receiving full commissions, as well as credit toward carrier bonus and reward programs.

California Product & Commission Schedule 2021 (PDF)

 

Case Submission Deadlines

Warner Pacific’s carrier partners have a variety of deadlines for group case submissions. To make sure you submit your cases on time, please review the deadlines in the document linked below. Please note that these guidelines apply to new business only.

Carrier New Business Submission Deadline - CA SG Q2 2021 (PDF)
 

Quote Request Forms

Small Group Quote Request form (Excel)

  • Download and save the Small Group RFQ file.

  • Enter the required information.

  • Save the file.

  • Email the file to Quoting@warnerpacific.com.

  • Be sure to attach your completed form to the email before sending.

Small Group Census Template (Windows) (Excel)

Small Group Census Template (Mac) (Excel)

Small Group Qualifying Questionnaire (PDF)

 

Rate Updates

Small Group Rate Tracking Guide (PDF)

 

High-Deductible Health Plans

Warner Pacific makes it easy to compare and contrast the different carriers' High-Deductible Health Plans. At a glance, you’ll quickly be able to determine deductibles, co-pays, Rx coverage, HRA/HSA compatibility and more.

2021 HSA & HRA Health Plans at a Glance for Small Group (PDF)


Network Tool

Warner Pacific makes it easy to determine the best network options for the plans your clients want.

Network Tool for Small Group (PDF)
 

Plan Comparison

We've taken the guesswork out of comparing carrier plans. This user-friendly document lists the major carriers’ plans in California and sorts them by similar plan design and benefits.

2021 Plan Comparison for Small Group (Excel)

Quote Request Forms

Small Group Quote Request Form (Excel)

  • Download and save the Small Group RFQ file.

  • Enter the required information.

  • Save the file.

  • Email the file to COQuotes@warnerpacific.com.

  • Be sure to attach your completed form to the email before sending

Small Group Census Template (Windows) (Excel)

Small Group Census Template (Mac) (Excel)

Small Group Rate Tracking Guide (PDF)


Team Sheets

Caroline Johnson Team (PDF)

Patti Winocur Team (PDF)

Troy Westergren Team (PDF)

Chris Martie Team (PDF)


Broker Renewal Tools

Client Questionnaire (PDF)

Quote Request Forms

Small Group Quote Request Form (Excel)

  • Download and save the Small Group RFQ file.

  • Enter the required information.

  • Save the file.

  • Email the file to TXsmallgroupfullyinsured@warnerpacific.com.

  • Be sure to attach your completed form to the email before sending

Small Group Census Template (Windows) (Excel)

Small Group Census Template (Mac) (Excel)

Small Group Rate Tracking Guide (PDF)


Team Sheets

Sales Team Sheet

Small Group Team Sheet
 

Carrier FAQs

Baylor Scott and White

Friday Health Plans

Humana

UnitedHealthcare