Group List Bill with ManhattanLife
Group/List Bill Guide
INTRODUCTION Agents can sell any eligible products to a group of 3 or more enrolled employees , providing the employer with the opportunity to contribute toward the premium, either partially or fully, and set up payroll deductions for any remaining balance. For example, the employer may cover 50% of the premium, with the remaining 50% deducted directly from the employees' paychecks through payroll deductions.“ Let’s get started!
Group/List Bill Guide
The first step in the List Bill process is to secure the business by selling an individual, or bundle of products to a group of employees, through the employer. This step may involve explaining the benefits of offering employer- sponsored coverage and detailing how the premium contribution and payroll deduction process will work. WIN THE BUSINESS
List Bill Instructions
Know Your Product - Understand Client Needs Build Relationships - Show Value Be Transparent and Honest Highlight Testimonials or Case Studies.
Group/List Bill Guide
After securing the business, the next step is to have the group number issued . The group number ensures all employees enrolled under the employer's plan are tied to the group, allowing the paperwork and documentation to be processed in one package, which can simplify administrative tasks for both the employer and the insurance provider. To do this GROUP ISSUED Complete and Send the Premium Payment Agreement Form to: WKNewBusiness@ManhattanLife.com . Wait for the Group Number to be issued within 2-3 business days.
Premium Payment Agreement
Group / List Bill Guide
PARTICIPATION REQUIREMENTS
Minimum # of Employees
Group / List Bill Guide
ONLINE ENROLLMENT
Once the business is won and the group # is issued, the next step is to access our e-App through our online portal - Quote & Enroll. Only after you received the Group Number should you begin enrolling the applicants. If you begin enrollments without the group number, the employee will not automatically be connected to the group, which may delay processing and create billing discrepancies. If you enroll employees before your group number is issued, please email WKNewBusiness@ManhattanLife.com for them to link the policy/application to the group number.
BANK DRAFT AUTHORIZATION FORM
NEW BUSINESS TRANSMITTAL FORM
Group / List Bill Guide
As stated on the previous slide, when building the individual policies, please ensure to reference your Group # on each submission. This is a very important step that ensures the individual policy is tied to the Group.
Once the enrollment is complete, send the completed ACH Draft and New Business Transmittal forms to WKNewBusiness@ManhattanLife.com . Forms on previous slide.
Group / List Bill Guide
The final step is generating the List Bill . After employees have enrolled, the system compiles the total premiums due for each enrolled employee and generates a List Bill for the employer. This is shared with the agent. Please review thoroughly for inaccuracies. LIST BILL GENERATED
Presented by: Agency Relationship Unit
Group / List Bill Guide
PAYMENT QUESTIONS:
FAQ’s 1. Can the employer pay monthly via paper check?
Yes, the employer can pay monthly premiums via either paper check or recurring ACH.
2. Can the Premium Payment Agreement be signed electronically?
Yes, the Premium Payment Agreement can be signed electronically.
Group / List Bill Guide
FAQ’S
3. Can the employer submit payment for an amount less than the bill received?
Yes, the employer can submit a payment for less than the billed amount. However, the employer must provide a reason for the discrepancy (e.g., 2 employees terminated, or retirement).
PAYMENT QUESTIONS:
Group / List Bill Guide
FAQ’S
4. How long does it normally take for a group number to be created?
Group numbers are typically issued within 24 - 48 hours.
5. Are the individual policies portable?
Yes, employees can be removed from the group setting and keep their policy with us as individual coverage.
OPERATIONS QUESTIONS:
Group / List Bill Guide
FAQ’S
6. What are a few of the critical aspects of the List Bill process?
• Ensuring that participation requirements are met. • Using the correct group number during the enrollment process. Make sure each new enrollment through ManhattanDirect 2.0 is tied to the proper group ID
OPERATIONS QUESTIONS:
Group / List Bill Guide
CONTACT US Our team of dedicated professionals is here to listen to your unique needs and challenges. By taking the time to thoroughly understand and assess your individual circumstances, we can tailor our support and services to meet your needs.
For end-to-end agent support T: (800) 369-3600 E: aces@manhattanlife.com
MONDAY – THURSDAY: 8AM - 5PM (CST) FRIDAYS: 8AM - 2PM (CST)
Group / List Bill Guide
WE APPRECIATE YOUR P A R T N E R S H I P !
CONTINUED SUCCESS
Presented by: Sales & Marketing Team
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