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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 9/1/2017)     ​

​​                    PEO Guide         ​         
        (Effective 1/1/2017)     ​​
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               Valid Waivers Guide              
        (Effective 1/1/2017)        

         Husband ​& Wife Groups       
       (Effective 1/1/2017)     ​

               Owner Only Groups              ​ 
     (Effective 1/1/2017)      
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               Start-up Groups               
  (Effective 8/1/2017)   
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​​   Special Open Enrollment Window     ​
 (Effective 1/1/2017)   
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            Waiting Period Options         
(Effective 1/1/2017)
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