Agent Bulletin Newsletter
Allied National's monthly Agent Bulletin provides product information, sales tips, tools and news important to agents.
Newsletter Issues
March 2025 - Current Issue
January 2025
November 2024
October 2024
September 2024
July 2024
June 2024
April 2024
February 2024
January 2024
November 2023
September 2023
July 2023
June 2023
May 2023
April 2023
February 2023
January 2023
December 2022
September 2022
August 2022
July 2022
May 2022
April 2022
February 2022
January 2022
December 2021
November 2021
October 2021
September 2021
August 2021
July 2021
June 2021
April 2021
March 2021
February 2021
January 2021
- Allied's Survey Results - Price Matters
- Allied Streamlines Health Benefit Compliance Reporting for Employers
- Great Reasons for Selling MEC Plans
- On the Road With 90 Degree, Allied National and Pivot Health
- Exciting Bonus Opportunity for Agents Selling STM!
- Pivot Health: A One-Stop Solution for Individual Comprehensive Coverage
- What California’s Reference-Based Pricing Ruling Means to You and Your Clients
- Great Options for Children's Dental Coverage
- Helping Your Clients Kickstart Their Health Journey in 2025!
- Pivot Health Has a Lot to Offer!
January 2025
- Mark Cuban’s Cost Plus Drug Company Savings Now Available
- Exciting News: Lower Rates on Funding Advantage Plans Now Available!
- 1095-B and 1095-C Forms: How Allied National Can Assist
- Pivot Bonus: You Still Have Time
- Pro Tip on Quoting Software
- Save on Prescriptions with Liviniti's SavePlus Solution
- Health Conditions That May Affect Funding Advantage Pricing
- Pro Tip: Saving You Time is Important to Us!
- Holiday Hours
November 2024
- Streamline Your Health Coverage
- Check Out Our Pivot Health Webinar Recording
- Pro Tip on Documents
- Allied Telehealth Costs Reimbursed
- Days Our Office is Closed During the Holidays
October 2024
- Rate Decrease in Select States Starting Jan. 1
- Learn More about Pivot’s 1-3-12 Solution at Our Oct. 29 Webinar
- New Short-Term Medical Regulations for Illinois
- Allied has an Affordable Health Plan That Features No Underwriting
- Updated MEC Flyer Now Available
- How To Get a Fast Quote in 4th Quarter
- Get to Know Allied's Jason Gibson
- American Red Cross Donations
September 2024
- New Sales & Underwriting Directors
- In Time for 4th Quarter: 15+ Process
- Allied’ Elite Experience Team Takes the Fear Out of Balance Bills
- Medicare Part D Notices - Due Oct. 14
- Short-Term Med - As Simple as 1-3-12
- Pivot has Fast Track to Coverage Bonus
- Health Coverage Pros and Cons
- New Blog: New Federal Rules Limit STMP Durations - But There Still are Options
- No Applications for 15+
- How to Sell 12 Month STM Plans
- It’s the Ninth Inning – But There’s Still Time to Cash In
- Office Closed on Labor Day
July 2024
- RBP Pros and Cons: How Allied Handles Provider Options
- The Times They are a Changin' - Again
- Summer Training Available Now
- Batter Up for a Great Pivot Health Bonus Opportunity
- Your Level-Funded Clients' 5500 & PCORI are Due This Month!
June 2024
- Individual Advantage Webinar Postponed
- Learn About the new SureCare STM Plan
- Reminder: 5500 and PCORI Due in July
- Pivot Health Batter Up Bonus
- Holiday Hours
- New Individual Advantage Products From Allied National Launched!
- It’s Not Too Late… Important Information from our Spring Refresh Webinar
- Our Elite Experience Team is Here to Help!
- Recording of Manhattan Life Webinar Recording Now Available
- Pivot Health Hooray Bonus
- Holiday Hours
April 2024
- Coming Soon - Individual Advantage
- Underwriting Change: No Employee Apps for 15+ Groups
- Members Can Use CompassConnect Tool to Find RBP Providers
- Ramifications of Not Signing & Completing the Renewal Process
- Hassle-Free Health Care - Pivot's Hooray Health
- Abenity Discounts Available to Agents
- New Blog: Cost-Effective Solutions for Employer Health-Plan Waiting Periods
- Coming Soon - Underwriting Update
- Pivot Health's New Preferred Partner
- Pivot's Amped Up Bonus
- Interactive Product Availability Map
- Florida Changes Minimum Requirement
- New Blog - AI and Health Care Benefits
- Office Closed March 29
February 2024
- How to Secure a Smooth Renewal Process for Your Clients
- 1095 Paper Filings No Longer Allowed for ALEs
- Questions About Your Employer Groups Health Plans?
- Check Out This Amped Up Pivot Bonus
- Telehealth Video Updated
- New Blog: Why Employers Choose MEC
January 2024
- More Telehealth Options: New Reimbursement Procedures
- Great Sales Opportunity for 2024 With MEC Plus Two Buy-Up Options
- Deadlines For 1095 Filings
- A New Hustle: The Exploding Gig Economy
- Get to Know Allied's Sheila Soffiotto
- Telehealth Costs to be Reimbursed Starting in 2024
- We Have Employers Covered on Compliance Requirements
- What MEC and Cost Saver Can do for Your Employer Groups
- Pivot Health Golden Bonus Available Through End of the Year
- Happy Holidays
November 2023
- Allied Debuting New Way for Members to Find Freedom Plan Providers
- Allied to File New Attestation on Behalf of Employers
- The Consequences of Early Termination of Level-Funded Plans
- HealthChoices - A Great Optional Benefit
- Get to Know Allied's Yann Passet
- NEW! 3 MEC Plan Options
- Allied Debuting New Way to Find RBP Providers
- New ID Card Mailing Protocol
- Checklist for Fourth Quarter Final Rates
- Pivot Health Golden Bonus Opportunity
- Get to Know the Elite Experience Team
- Why Offering Level-Funded Health Plans is Good
September 2023
- Our Pharmacy Benefit Manager has a New Name
- Spotlight on Cost Saver Bronze MVP
- Medicare Part D Due October 14
- Get to Know Allied's Kelly Bullard
- Life Scenarios Where Short-Term Health Plans Work Well
- Pivot Health Level Up Bonus Opportunity
- Southern Scripts Members Get up to 90-Day Prescription Fills
- Exciting Developments in Florida
- Top 8 Reasons Short-Term Medical Plans are Good for Students
- Bonus Available for Pivot Health Sales
- Closed Labor Day
July 2023
- Improved 12+ Group Quoting Process
- New ID Card Protocol
- Florida Employers Have New Options
- Lock In Rates With Extended STM Durations
- The Elite Experience Team
- 5500 Filing and Payment of PCORI Due in July 2023
June 2023
- High-Cost Drug Program's Savings Opportunities
- Get to Know Allied's Lisa Hodson
- Helping Clients Through Our Renewal Process
- Spotlight on Freedom Essentials Plan
- Your Guide to Selling Pivot Health
- Blooming Bonus From Pivot Health
- Holiday Closing
May 2023
- SpotLight on Allied's Cost Saver Plan
- 5500 Filing and Payment of PCORI Due Soon
- Get to Know Ronna Pratt
- Pivot Health's New Blooming Bonus
- New Blog: Millions Could Be in Need of Health Insurance This Spring
- Holiday Closures
April 2023
- Looking for a Great Tool - We Have It!
- New Video: Freedom Hybrid Plan
- Come See Us in Texas
- It's Always the Season for Short-Term Medical
- Filing Deadline for 5500 & PCORI Forms Due Soon
- Allied's Agent Survey Results: Here's What You Had to Say
- Spotlight on: Freedom Hybrid Plan
- Cost Saver — The Budget Friendly Health Plan
- Pivot Health’s Double Whammy Bonus
- 2023 Pivot Health Top Producer Trip
February 2023
- Helpful Sites and Contact Numbers
- Spotlight on: Freedom Traditional Plan
- Telehealth Video — A Great Sales Tool
- Who to See if You’re Sick or Injured
- Pivot Health's Rewards Programs
January 2023
- Allied has a New CEO!
- Allied Year-End Review
- 2022 Health Insurance Wrap-Up and Look Ahead
- New Email to Members on Lab Testing
- Free COVID-19 Rapid Test Kits Available Now
- Read Our Newest Blog on Level-Funding
- Allied Supports City Union Mission
December 2022
- No Surprises Act Update
- Free COVID-19 Rapid Test Kit Available Now
- New Telehealth Benefit Name for Fundamental Care
- Member Communications
- Simplified Underwriting
- Funding Advantage Highlights
- Good Habits for Employers to Adopt
- Holiday Hours
- Allied's RBP Guarantee Makes Trying Reference-Based Pricing Easier
- There's Time to Earn a Pivot Bonus
- 12+ Simplified Underwriting is a Hit
- The Fastest Way to Sign Documents
- Product Availability Map
- New Pivot Plan in Pennsylvania
- Happy Thanksgiving!
- Simplified Underwriting - Now Available to 12 Lives
- More Exciting Changes to Underwriting Process
- Adobe Acrobat Sign Replaces DocuSign
- No Out-of-Pocket Costs for Imaging
- New Benefits Available on Select Short-Term Medical Plans
- Exciting New Plan Benefits With Pivot Health Webinar
- Wording Update Made to 2 Programs
- Pivot Health 4th Quarter Bonus
- New Blog — Telehealth in 2022
September 2022
- Underwriting Process Changes: No Follow-up Calls to Employees
- 4th Quarter: Early bird Gets the Worm
- The Difference Between HealthCare Assistant and HealthChoices
- The Benefits of Class Carve-Out Plans
- New Blog on Short-Term Medical Plans
- Medicare Part D Notices Due Oct. 15
- How Gig Workers Can Get Budget-Friendly Coverage
- Read our Blogs
August 2022
- Transparency in Coverage — What Employers Must Know
- Allied has a New Technology and Care Management Vendor
- College Students + Short Term Medical = Smart Insurance Option
- Pivot Health Pays Commissions Weekly!
- Benefits of Adding Dental to a Plan
- Allied National: On the Road Again
- Read our Blogs
July 2022
- Transparency in Coverage Regulations for Health Plans
- New Promotional Flyer for Agents
- 5500 and PCORI Due Aug. 1
- Abenity's Member Perks Program - As Close as the Phone
- Indemnity Insurance Can Give You Additional Options for Your Clients
- New Blog on Form 5500 and PCORI
- Read our Blogs
- Freedom Hybrid Hits the Ground Running
- Transparency in Coverage Takes Effect July 1
- 5500 and PCORI Reminder
- Story of Hope
- Help Your Clients Go the Extra Mile
- New Blog on Minimum Essential Coverage
- Allied Helps Provide Insight Into Brokers’ Dilemma
- Pivot Health Bountiful Bonus
- COVID Tests Are Free
- Read our Blogs
May 2022
- Simplify Quoting With a Rate Comparison Sheet
- Freedom Hybrid Webinar Recording Available
- Freedom Plan Hybrid Resources Now Online
- Allied’s Total Out-of-Pocket Maximums Remain Unchanged
- Help Employers & Employees Lower Tax Costs
- Filing Deadline for 5500 & PCORI Forms Due Soon
- Don't Forget Pivot Health's Bonus Opportunities
- Join Allied at the Benefits Pro Broker Expo
- Office Closed - Memorial Day
- Read our Blogs
April 2022
- Freedom Hybrid – A New Level-Funded Option
- Letter To Our Agents
- How to Stay ACA Compliant Video
- Pivot Health’s New Bonus Opportunities
- Blog articles to share with your clients
- How Allied Communicates with Funding Advantage Members
- Bonus Opportunities With Pivot Health
- Allied’s Popular HealthCare Assistant Program
- Level-Funded Health Plans & Great Customer Service for the Win!
- Who You Gonna Call?
- Nuts and Bolts of Funding Advantage
- Read our Blog
February 2022
- Covid-19 Testing, Vaccines and Health Information
- Weekly Commissions Possible With Pivot Products
- Allied's Funding Advantage Plans Have Unique Features
- Allied Has 1095 Forms
- Easy Steps to Navigating Allied's Self-Service Site
- Specialty Drug Assistance for Members
- Read our Blog
January 2022
- And Just Like That: Allied's 2021 Year-End Review
- Video: New Year, New Faster and Easier Underwriting Process
- Allied's New 20+ Underwriting Process (Flyer included)
- Cost Saver: A Great Solution to the Employer Mandate
- Making Open Enrollment More Productive
- Blog articles to share with your clients
December 2021
- New Transparency Law Affects Health Insurance Agents
- Want to Enroll a Client Online? Let us Count the Ways
- How Allied's DocuSign Process Works for Signed Rates
- Allied's Newest Plan: Cost Saver Bronze MVP
- Three Easy Ways to Lower Claims Fund Costs
- Allied National Offices Closed for the Holiday
- Blog articles to share with your clients
November 2021
- New Cost Saver Plan Satisfies "A" & "B" Penalties
- Upcoming Webinar on December 2 - New Cost Saver Bronze MVP
- Add HealthChoices at Renewal
- Quick Tip Video: Freedom Essentials Low Cost Major Medical Benefits
- Covid-19 Booster Shot Covered Under Funding Advantage Plans
- Allied National Offices Closed for the Holiday
- Blog articles to share with your clients
October 2021
- Fourth Quarter 10% Rate Reduction
- New Video: Employee Addition and Termination Steps
- New Card Sleeve for Your Clients
- Pivot Health Webinar: Pivot Health Anchor - Affordable Plans to Fit Most Budgets
- Blog articles to share with your clients
September 2021
- Cheers to 50+1 Years as Allied National
- Allied Flourishes in Year One as a 90 Degree Benefits Company
- New Lower Funding Advantage Rates!
- Beat the Rush! Send in Requests for Quotes Now
- Questions About Allied’s Health Plans? We Can Help!
- Blog articles to share with your clients
August 2021
- Great News for the Fourth Quarter – Funding Advantage Rate Decrease!
- Check it Out! A New Plan for Applicable Large Employers
- Student Athletes Need Short-Term Medical Plans
- Agent Video Testimonial: Allied HealthCare Assistant
- Personalize Your Marketing Materials and Perfect Your Sales Pitch
- Our Sales Team is Back on the Road
- Labor Day Hours
- Blog articles to share with your clients
July 2021
- Agent Commissions for Funding Advantage Increased
- Stand Out With the Funding Advantage Plan - It's the Extras!
- 5500 & PCORI Deadline Reminder
- Have Questions? Our Friendly and Knowledgeable
Employees Can Help! - Blog articles to share with your clients
June 2021
- Allied is Raising Funding Advantage Commission!
- Simplify Quoting With a New Rate Comparison Sheet
- The Pitfalls of Terminating a Level-Funded Plan Early
- A New Video Series: Quick Health Plan Tips
- Filing Deadline for 5500 & PCORI Forms Due Soon
- Funding Advantage Plans Plus HealthChoices Saves Money
- Listen to Our Podcast Interview on Level Funding
- Allied National Holiday Hours
- Blog articles to share with your clients
- A New Facebook Ad Directed Toward Employers
- Make Sure Your Clients are Familiar with Allied's Elite Experience Team
- 5 Reasons Why Employers Need Cost Saver
- What is Your Small Group Retention Rate?
- Help Your Clients Protect Their Health and Safety in the Workplace
- Allied National Holiday Hours
- Blog articles to share with your clients
April 2021
- A Centennial to Remember
- Allied Makes Participation and Composite
Ratings Easier - Let’s Get a Jump-Start on Renewals
- Be a Hero: Explore Innovative Plans Today
- Pivot Health — A Great Alternative to the
ACA Marketplaces - Blog articles to share with your clients
March 2021
- New Funding Advantage Rules Make Participation Easier to Meet
- Improved Agent Self-Service Site
- You Drive Your Own Income
- Allied has the Vaccine and Testing Covered
- Join Us for the “Choosing the Right STM Products for Your Clients” Webinar
- March Giveaway on LinkedIn
- Blog articles to share with your clients
February 2021
- Tribute to a General Agent legend
- New 1099-NEC form coming your way
- Why you should follow Allied on social media
- How to submit a successful RFP
- How to keep DocuSign emails out of junk mail
- Registering your clients on the Self-Service Site
- Blog articles to share with your clients
January 2021
- What.A.Year: Allied's 2020 Year-End Review
- New Compensation Disclosure Rules Set
- New Small Business COVID Relief Bill Passed
- Unlock Your Bonus Before It's Too Late
- Are You Sharing Our Lower Rates With Your Clients?
- New Year - New Opportunities
- Deadlines and New Information for 1095 Forms
- Blog articles to share with your clients