Next Steps After You've Sold an Ameritas Case
LOADING AWESOME
For Producers Only
LOADING AWESOME
Next Steps After You've Sold an Ameritas Case
For Producers Only
You've sold a case.
Now what?
Most Cases Require
Binder
Check or 1st Month's Premium
CompletedEnrollment Forms or Census
CompletedGroup
Application
Group Application
Waiting periods and new hire dates
Billing details
Group Application
Domestic partner coverage
ERISA
Policy and certificates
Group Application
Signatures and date
Voluntary
Enrollment
Completed by all employees
Census
Enrollment Forms
Employee information requested:
Binder Check
Additional Information
Medical carrier invoice
Plans and rates
Additional Information
Special billing requests
Submit prior to effective date
Processing
We look forward to working with you.
For Producers only.
Ameritas, the bison design, "fulfilling life" and product names designated with SM or ® are service marks or registered service marks of Ameritas Life, affiliate Ameritas Holding Company or Ameritas Mutual Holding Company. All other brands are property of their respective owners. © 2019 Ameritas Mutual Holding Company