BROKER CHECKLIST FOR QUOTE REQUESTS

This checklist will serve as a guide for brokers and agents to track all the documents required to receive a firm offer from UnitedHealthcare.

  • Current carrier renewal rates for Medical
    • Attach copy of renewal proposal
       
  • Current census
    • Relationship
      (Column C)
    • First and Last name
      (Column E & D)
    • Gender
      (Column G)
    • Employee and dependents' dates of birth
      (Column H)
    • Employee Zip Codes
      (Column P)

    •  
  • Last carrier bill
    • Copy of all pages of last bill from
      current carrier

       
  • New member enrollment applications
    • Applications for all eligible employees
      not listed in the current carrier bill

       
  • Specialty benefits information
    • Attach current specialty benefit plans and
      a copy of the specialty benefits renewal
      proposal

       
  • Current renewal proposal

Download all required paperwork here (ZIP file)

Submit all documentation to:
chamber_requests@purchasingalliance.com

For questions about submitting a quote, please call 770-579-1214 or 800-782-8254

If you desire personal assistance, please call 770-579-1214 or 800-782-8254.

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MemberCare Alliance and Be Healthy Purchasing Alliance are Service Marks of Purchasing Alliance Solutions, Inc.