Group Insurance for Firms
Electronic Reporting Program
We are pleased to introduce the Group Insurance Plan's Electronic Reporting Program. This program has been specifically designed to offer you the opportunity to electronically retrieve and return your Firm's October 1st Plan Report and Monthly Reporting Forms.
This program is simple, reliable and convenient. And best of all, it ensures that your requested changes are automatically received and processed by the Plan Agent.
By electing to enroll in this program, electronic versions of your firm's reporting forms will be made available to you on our secure web server on the 25th of each month, or the next business day. To access your reporting forms, you will need to log onto the web server via the Internet. Your firm's report will be in an Excel spreadsheet and will include a roster of your firm's personnel, coverage amounts and an opportunity to make any adjustments. You will need to make any necessary changes and adjustments to your roster and save your completed Excel file. Next, you must upload your completed spreadsheet for processing. Once you have uploaded your requested changes, a printed copy of your Firm's Report and corresponding contribution payment must be remitted to the Plan Agent to ensure that your Group Insurance Plan coverage continues uninterrupted. If there is a problem with your requested changes, please be advised the Plan Agent will notify you accordingly.
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