RESOURCE CENTER

Broker Guides
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ROAM Training Guide - Group Medicare Renewals
ROAM will enable you to view and process 2014 Medicare Advantage group renewals, view alternate product options and submit plan changes (function of your general agent; producing agents are NOT able to submit plan changes on ROAM).
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HCR: Form W-2 Reporting Requirements
PPACA requires employers to report the aggregate cost of employer-sponsored group health plan coverage on their employees’ Forms W-2.
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12.19.2011
Broker Manual - IBC Small Group quoting & Case Installation
Brown & Brown created manual to help brokers understand and navigate ROAM and the quoting process for Small Group (2-50 employees) business. Includes a checklist to be used with both MUW quoting and Case Installation.
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09.08.2011
Carrier Submission Deadlines
Brief breakdown of the carrier deadlines for our more popular carriers, including IBC, Amerihealth, Aetna, Horizon, UHC/Oxford, Delta, and UCCI. Please note deadlines are when carrier must receive paperwork, so submit to us well in advance.
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02.25.2011
Broker Expectation Guide for NJ
Brown & Brown produced document containing expectations of our agency, as well as frequent carrier processes and procedures
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02.25.2011
Broker Expectation Guide for PA
Brown & Brown produced document containing expectations of our agency, as well as frequent carrier processes and procedures
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