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]
|
|
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].
|
|
|
|
|
|
Tools for Success
|
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.
Submission Guidelines
Check out our Funding Advantage Group Submission Guidelines. Major Medical - Freedom, Freedom hybrid & ppo
Guaranteed issue - cost saver and mec
Required:
Send RFP to [email protected].
Product Availability
|
|
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.
|
|
|
Resources
Access forms, reports and marketing materials designed to simplify enrollment and strengthen your sales efforts. Click here.
Vertical Divider
|
Testimonials
Our clients’ experiences speak for themselves — trust, confidence and results. Click here.
|
Frequently Asked Questions
|
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 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 at [email protected] is committed to delivering fast, responsive quotes that help you stay ahead of the competition and close deals with confidence.
HOW QUICKLY DO YOU MAIL ID CARDS TO MEMBERS?
Because we produce ID cards entirely in‑house, we’re able to turn them around very quickly. Once we receive a complete sold case submission, physical ID cards are typically printed and mailed within just a few business days. This streamlined process helps ensure members receive their cards as soon as possible.
In addition to mailed cards, members also have digital access to their ID cards through their online Self‑Service Portal so they can begin using their benefits even before the physical card arrives. CAN I ACCESS MY COMMISSION STATEMENTS ONLINE?
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:
|
Agent Edge Bulletin
Stay ahead with Agent Edge Bulletin, 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 888-767-7133; [email protected].