RESOURCE CENTER

Installation Forms
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05.13.2013
Plan Sponsor Agreement
Required for setup. Please complete the highlighted sections whcih are not already completed. Please be advised that since you are accessing the Brown & Brown preferred pricing, in order to setup policy, agreement is in B&B name.
email download
05.13.2013
Group Installation Form
Required for setup. Please complete the Client info, services purchased, carrier info, and benefit info sections, as well as offering and employee count sections. Do not alter the billing or broker sections.
email download
11.04.2011
Installation instructions
Health Advocate is very specific with required information. We will need the installation form, agreement, and census on excel, in addition to benefit summaries for all benefits to be serviced. Census should include just employees to be covered.
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