Funding Advantage Resources & Forms

Allied National works hard to provide you with the resources you need to explain and sell Funding Advantage to your clients. View the sections below to quickly find the forms and resources you need to access and download.

State Availability

State Product Availability 

Funding Advantage Marketing Materials

Click on the button below to go to the section you need or feel free to scroll through the list.

Sales & Promotional

Materials you need to sell a Funding Advantage case.
Funding Advantage Brochure
Detailed explanation of Funding Advantage, a level-funded plan featuring stop-loss insurance.
Allied National
Guide to Level Funding
Cost Saver Sales Brochure
Benefit consultant's and employer's guide to level-funded health plan administration and stop-loss insurance.
Detailed explanation of Cost Saver, our Funding Advantage level-funded, limited benefit group health plan, that features no medical underwriting.
PPO Network Availability
Chart showing the available PPOs in each applicable state.
Sample Proposal
Sample group health benefit plan proposal for Funding Advantage.
Request for Proposal
Funding Advantage quote request form for new case submissions.
Selling and Submission Guidelines Sheet 
Flyer that highlights what you need to know to sell and submit Funding Advantage cases.
MEC Benefits Description Sheet
Benefits description sheet that lists the Preventive Minimum Essential Coverage (MEC) plan benefits for health services for adults, women and children.
DPC Brochure
This brochure explains Allied's DPC wrap plan.
HealthChoices Flyer
HealthChoices Flowchart
HealthChoices is an optional benefit under the Funding Advantage health plan. This flyer explains the benefit to members. 
This HealthChoices chart shows the additional benefits and potential benefit reductions for non-compliance for those covered under the HealthChoices Option.
Freedom Plan Flyer for Agent
Why Allied National in 2020?
Agent flyer detailing information about the Freedom Plan options - Freedom Traditional and Freedom Essentials.
Allied National flyer detailing information about Funding Advantage level-funded plan options and fully insured plans.

Animated Videos

Freedom Plan
Funding Advantage
Member Connection
Allied HealthCare Assistant
5 Things To Do 
Direct Primary Care
Cost Saver
Telehealth
HealthChoices
Our Allied National Freedom Plan puts control back into the hands of the consumer. We use reference-based pricing, the alternative to PPO pricing, that uses Medicare as a reference point to help determine how much to pay your provider.
A free online, interactive member portal which functions as a one-stop-source for members' needs. The portal rewards members with gift cards for participating in a wellness program.
A plan for employers with two or more employees with a good health experience who feel they are paying too much premium for too little in benefits.
A suite of services created to ensure our members have the absolute best access to the best health care.
Five important things members should do to get the most of their benefits.
Allied can help small employers combine Direct Primary Care coverage with comprehensive major medical protection.
A unique, low-cost group health plan for employers who are priced out of the cost of traditional major medical coverage. 
How to use a smartphone or personal computer to get immediate health care.
The HealthChoices benefit option provides Funding Advantage members with an immediate monthly premium discount.

Enrollment

Materials you need to enroll a Funding Advantage case. 
Health History Questionnaires
Plan Sponsor Statement
​(Employer Form)
Use this questionnaire to gather information about an employee's health history.
Agreement form for an employer to sign indicating willingness to fund a health benefit plan for the company's employees.

Allied National Enrollment

Call us at 888-767-7133 or email sales@alliednational.com
We also accept these online enrollment applications:
​
FormFire
EasyAppsOnline
eHealthApp
EaseCentral
Online Group Enrollment System User Guide for Agents and Employers
User guide for agents and employers to enroll easily online​. Follow the steps to completing health plan enrollment forms for both initial enrollment and plan add-ons.
Employee Med Enrollment Form
Use this medical enrollment form for all major medical groups.
Employee Enrollment Recertification
Use this form to re-certify "stale" dated enrollment forms. 
Non-Medical Plan Employee Enrollment Form (for use with MEC, Cost Saver, MEC Value)
This is the non-medical enrollment form for employees enrolling in the Preventive Minimum Essential Coverage (MEC), Cost Saver and MEC Value Plan ONLY.
Employee/Dependent Waiver (used for all Allied health plans)
Used by employees opting out of coverage for themselves or dependents.
Sales Transmittal Form
This form must be filled out by the agent or broker and sent in with each case submitted to Allied National.
Freedom Plan Disclosure
Detailed information about our Freedom Plan options and an agreement for employers who have chosen to use the plan.

Miscellaneous Underwriting Forms

Affidavit - Participating Business Owner
Affidavit - Eligible Independent Contractor
A participating business owner must use this affidavit to certify eligibility to participate in the plan on the same basis as an eligible employee.
​Allows eligible independent contractors to participate in the Plan Sponsor's group health plan on the same basis as a full-time employee.
Affidavit - Committed Domestic Relationship
ERISA Enrollment Employee Statement
Use this to certify that an employee’s partner is eligible to participate in the health plan as a dependent spouse.
The form an employee fills out to show their interest in being enrolled in the company's group health benefit plan.
Release of Health Information 
A member signs this form to authorize Allied National to have access to their health documents.
Payment Authorization
This form authorizes Allied National to subtract payments from an employer's checking account.
​Employee Spreadsheet Enrollment Worksheet
Employers need to fill out this spreadsheet listing each employee who is electing coverage.

Spanish Forms and Flyers

Formulario De Inscripción Para El Plan De Salud Autofinanciado Por El Empleado
(Employee Enrollment Card)
Spanish version of a form that each employee needs to fill out and sign; will be turned in to Allied National by the Agent, along with the signed Plan Sponsor Statement.
Para el plan de cobertura esencial mínima SOLAMENTE (Employee PMEC
Non-Medical Enrollment Card)
Spanish version of the non-medical enrollment form for employees enrolling in the Preventive Minimum Essential Coverage (PMEC), Cost Saver and MEC Value Plan ONLY.
Los Servicios Preventivos (PMEC Benefits Description Sheet)
Spanish version of the Preventive Minimum Essential Coverage (PMEC) Benefits.
Para Inscripciones Medicas D 50+ Solamente (Employee 50+ Enrollment Card)
Spanish version of the Employee 50+ Enrollment Card.
No Cobertura para Empleados y/o Dependientes (Employee / Dependent Waiver)
Spanish version of Employee/Dependent Waiver used by employees opting out of coverage for themselves or dependents.
Usted tiene el plan MEC Value
(MEC Value Plan Flyer)
Spanish version of the MEC Value Plan Flyer.
Usted tiene la cobertura Premium Advantage PPO
(PPO Network Flyer)
Spanish version of the PPO Network Flyer.
Recertificación de inscripción de Allied National (Employee Enrollment Recertification)
Spanish version of the Employee Enrollment Recertification. 
Usted tiene el Cost Saver Plan (Cost Saver ID Card Kit Flyer)
​Spanish version of the Cost Saver ID Card Kit Flyer

Agent Training

PowerPoints
See all of the training PowerPoints for Agents who want to learn more about the Funding Advantage level-funded health benefit plan.
Webinars
Visit this page to see a list of our webinars.

Additional Resources for Funding Advantage

If you can't find what you need above, it may be here or call our Sales Support at 888-767-7133 for assistance.
Sample Client Accounting Report
A sample of an Allied self-funded client accounting report that an employer would receive.
Sample Plan Utilization Report
A sample of the monthly report sent to employers showing information such as claims paid and employee participation.
Sample Plan Illustration
This chart is a great sales tool. It shows your client what a typical year might look like for a group that has stop-loss coverage and is going to get a refund at the end of their plan year.
Understanding Your Renewal
Read this flyer to help you understand your renewal.

Looking for Something Different?

Download brochures, applications, and other resources for all Allied National plans. Use these materials to present plan options to your clients.