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Small Group Underwriting Quick Reference Charts

 
​​​​​​​​At Word & Brown, our goal is to process your new group enrollment easily and efficiently in order to provide you and your client with a quick approval.  With this in mind,​ we have created Underwriting Quick Reference Charts, which are listed below, to help you determine your group's eligibility requirements in a timely manner, without the hass​le of having to search through carriers' Underwriting Guidelines.   ​



 Participation & Alongside Guidelines 
     (Effective 6/1/2020)     ​

​​                      PEO Guide           ​         
        (Effective 6/1/2020)     ​​
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               Valid Waivers Guide              
        (Effective 6/1/2020)        

           Husband ​& Wife Groups         
       (Effective 6/1/2020)     ​



               Owner Only Groups              ​ 
     (Effective 6/1/2020)      
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                 Start-up Groups                 
  (Effective 6/1/2020)   
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   Special Open Enrollment Window     ​
 (Effective 6/1/2020)   
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              Waiting Period Options           
(Effective 6/1/2020)
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                  2020 Payroll Guide                 
(Effective 1/1/2020)



               New Hire Rating Guide             
     (Effective 6/1/2020)   
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