Convenient Funding Advantage
Resources and Forms at Your Fingertips
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
View our Product Availability map to see plans available in your area. The plan may also be
approved for sale in other states. Please contact Allied Sales Support for quotes in states not listed.
Resources and Forms at Your Fingertips
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
View our Product Availability map to see plans available in your area. The plan may also be
approved for sale in other states. Please contact Allied Sales Support for quotes in states not listed.
Funding Advantage Marketing Materials
Click on the button below to go to the section you need or feel free to scroll through the list.
Click on the button below to go to the section you need or feel free to scroll through the list.
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Sales and Promotional
Materials you need to sell a Funding Advantage case.
Funding Advantage
Materials you need to sell a Funding Advantage case.
Funding Advantage
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Detailed explanation of Funding Advantage, a self-funded plan featuring stop-loss insurance.
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Comprehensive information on self funding for small employer and information about Allied's Funding Advantage plan.
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 for new case submissions.
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Flyer that has the basics of what you need to know to sell and submit Funding Advantage cases.
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Benefits description sheet that lists the Preventive Minimum Essential Coverage (PMEC) plan benefits for health services for adults, women and children.
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This brochure explains Allied's DPC wrap plan.
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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.
Allied National flyer detailing information about Funding Advantage Level-Funded plan options and fully insured plans.
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Animated Videos
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A plan for employers with two or more employees with good health experience who feel they are paying too much premium for too little in benefits.
A free online, interactive member portal which functions as a one-stop-source for members' needs and rewards members with gift cards for participating in a wellness program.
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.
How to use a smartphone or personal computer to get immediate health care.
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Enrollment
Materials you need to enroll a Funding Advantage case. Funding Advantage
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For Allied Online Enrollment, Call us at 888-767-7133 We also accept these online enrollment applications: FormFire EasyAppsOnline eHealthApp EaseCentral |
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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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Use this medical enrollment form for all major medical groups
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Use this form to re-certify "stale" dated enrollment forms.
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> Non Medical Plan Employee Enrollment Form (for use with MEC, Cost Saver, MEC Value)
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This is the non medical enrollment form for employees enrolling in the Preventive Minimum Essential Coverage (MEC), Cost Saver and MEC Value Plan ONLY.
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Used by employees opting out of coverage for themselves or dependents.
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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.
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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.
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 to have access to their health documents.
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This form authorizes Allied 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
> 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 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 (MEC), Cost Saver and MEC Value Plan ONLY.
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Spanish version of the Preventive Minimum Essential Coverage (MEC) 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 MEC Value Plan Flyer.
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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
For the Funding Advantage plan.
For the Funding Advantage plan.
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Check out this page to see all the training PowerPoint for agents who want to learn more about the Funding Advantage level-funded health benefit plan.
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> Webinars
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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 888-767-7713 for assistance.
If you can't find what you need above, it may be here or call our Sales Support at 888-767-7713 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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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.
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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.
Download brochures, applications, and other resources for all Allied National plans. Use these materials to present plan options to your clients.
