Funding Advantage Resources & Forms
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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.
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State 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.
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Detailed explanation of Funding Advantage, a level-funded plan featuring stop-loss insurance.
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This employer guide will help employers understand and administer their group health coverage.
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.
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Chart showing the available PPOs in each applicable state.
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Sample group health benefit plan proposal for Funding Advantage.
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Funding Advantage quote request form for new case submissions.
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Benefits description sheet that lists the Preventive Minimum Essential Coverage (MEC) plan benefits for health services for adults, women and children.
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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.
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Agent flyer detailing information about the Freedom Plan options - Freedom Traditional and Freedom Essentials.
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Animated Videos
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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 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.
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Enrollment
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Materials you need to enroll a Funding Advantage case.
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Allied National EnrollmentCall us at 888-767-7133 or email sales@alliednational.com
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Used by employees opting out of coverage for themselves or dependents.
Use this form to re-certify "stale" dated enrollment forms.
Use this questionnaire to gather information about an employee's health history.
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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.
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This form must be filled out by the agent or broker and sent in with each case submitted to Allied National.
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Detailed information about our Freedom Plan options and an agreement for employers who have chosen to use the plan.
Detailed information about our Freedom Hybrid Plan options and an agreement for employers who have chosen to use the plan.
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Download this spreadsheet to collect a census for new groups under 20 lives.
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Download this spreadsheet to collect a census for new groups of 20 or more lives.
Enrollment form for new groups of 20 or more lives.
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Miscellaneous Underwriting Forms
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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.
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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.
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A member signs this form to authorize Allied National to have access to their health documents.
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This form authorizes Allied National to subtract payments from an employer's checking account.
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Employers need to fill out this spreadsheet listing each employee who is electing coverage.
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Spanish Forms and Flyers
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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.
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Spanish version of the non-medical enrollment form for employees enrolling in the Preventive Minimum Essential Coverage (PMEC) and Cost Saver ONLY.
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Spanish version of the Preventive Minimum Essential Coverage (PMEC) Benefits.
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Spanish version of the Employee 50+ Enrollment Card.
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Spanish version of Employee/Dependent Waiver used by employees opting out of coverage for themselves or dependents.
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Spanish version of the PPO Network Flyer.
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Spanish version of the MEC ID Card Kit.
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Spanish version of the Employee Enrollment Recertification.
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Spanish version of the Cost Saver ID Card Kit Flyer
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Agent Training
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See all of the training PowerPoints for Agents who want to learn more about the Funding Advantage level-funded health benefit plan.
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Visit this page to see a list of our webinars.
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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.
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A sample of an Allied self-funded client accounting report that an employer would receive.
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A sample of the monthly report sent to employers showing information such as claims paid and employee participation.
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Read this flyer to help you understand your renewal.
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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.