For insurance agents and brokers across the U.S. seeking a partner to deliver high-quality benefits to their clients.
Get in touch with us: [email protected]
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Discover our Group and Individual Products
We deliver best-in-class benefits, offering a comprehensive portfolio that meets your clients
where they are. Please note: For Group Products, check out our Funding Advantage Plans; for individual plans, check out Pivot Health. Get in touch with us: [email protected].
where they are. Please note: For Group Products, check out our Funding Advantage Plans; for individual plans, check out Pivot Health. Get in touch with us: [email protected].
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Tools for Success
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Funding Advantage Group Submission GuidelinesWe make submitting RFPs simple. From required documents to key eligibility criteria, discover everything you need to know to confidently and effectively submit RFP.
Product Availability
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Get Appointed, Start Selling
Designed with you in mind, this is your ultimate sales toolkit, packed with tips, talking points, and everything you need to confidently and effectively sell our exclusive Freedom Open Access solution.
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Resources
Access forms, reports, and marketing materials designed to simplify enrollment and strengthen your sales efforts. Click here.
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Testimonials
Our clients’ experiences speak for themselves — trust, confidence and results. Click here.
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Frequently Asked Questions
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What Sets Allied National Apart?
With decades of expertise in level-funded health plans, Allied National delivers best-in-class coverage, dedicated support and a customizable portfolio that streamlines quoting, selling and servicing small- to medium-business clients. We empower agents and brokers to grow their book of business while advocating for the clients who depend on them. What is Level Funding? Level-funded Health Plans combine the cost predictability of fully insured plans with the flexibility and savings potential of self-funded coverage. Employers pay a fixed monthly amount that covers claims, administrative costs and stop-loss insurance — making it easier to manage budgets while potentially receiving refunds for unused claim funds. With customizable plan designs that let you tailor coverage to meet the needs of each client, it’s a smarter way to deliver transparency, flexibility and value at a competitive price. How do I get appointed to sell Allied National products? Visit our Appointment Forms page for all information on appointments. We will cover the cost of your appointment to sell our Funding Advantage products! /////////////////////////////// Do you offer training for agents? Absolutely! We regularly host webinars and share newsletters packed with product education, insights, and exciting updates — all designed to keep you informed and ahead in a competitive market. Click here to subscribe to our Agent Edge bulletins stay in the loop! How do I Get a Quote for a Funding Advantage Plan? Check out our Funding Advantage Group Submission Guidelines [link to https://www.alliednational.biz/3144.pdf ] for all information on how to obtain a quote. This guide outlines the key requirements, documentation, and best practices to ensure smooth and successful submissions, helping agents deliver competitive and timely solutions to their clients. ///////////////////////////// What is the typical turnaround time for quotes? We know timing is everything — that’s why our team is committed to delivering fast, responsive quotes that help you stay ahead of the competition and close deals with confidence. How do I Submit a SOLD Case? ////////////////////////////////////////// How quickly do you mail ID cards to members? Our ID cards are conveniently produced in-house, giving us maximum control and flexibility. On average, cards are out the door within 2-3 business days of receiving a complete sold case submission — helping ensure members get what they need, fast. ID cards also are digitally available to members online on their self-serve portal. Can I access my commission statements online? Yes, statements are conveniently accessible from our self-service site [link to agent portal}////////// What are Allied National's carrier partners ratings? We partner with top-tier stop-loss carriers that consistently earn strong A.M. Best ratings, ensuring stability and dependable protection for our level-funded health plans. Visit our Carrier Information page to learn about our carriers and their ratings. One of my members is getting balance billed. What do I do? Balance bills are not fun. Fortunately, Allied National Freedom Open Access and Freedom Hybrid include Balance Bill Protection — the ultimate safeguard for members facing unexpected medical bills from providers who reject reference-based pricing payments. It acts like a financial shield, stepping in when a provider tries to charge more than the plan allows. Balance bill protection ensures members are supported, defended, and protected — turning a potentially stressful experience into a worry-free one. Click here ///////////////////////// to begin resolving balance bills issues. How do you support members who have RBP plans? At the heart of Freedom Open Access is our U.S. based Member Advocacy Team—real people —not bots— delivering real results. Our dedicated advocates provide a personalized service that ensures every member feels heard, helped and empowered at every step of their healthcare journey:
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Agent Edge Bulletin
Stay ahead with our agent focused newsletter — your essential source of insights, updates, and strategies to grow your book of business with confidence.
Looking for more? Get in touch with our sales support team at Ph: 888-767-7133; [email protected].