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Level-Funded Medical Insurance Broker Resources

Level-Funded Insurance: High-Quality Low-Risk Coverage

Level-funded health plans are a type of self-insured plan in which employers set aside a fixed amount each month to cover the expected cost of their employees' medical claims. The employer pays a set premium to the health carrier for services provided to its employees, such as access to care networks, claims processing, and customer service. The employer also assumes the risk of any claim costs that exceed the amount set aside each month. This reduces the risk to the employer compared to a fully insured plan, as the employer is not responsible for any claims that exceed this fixed amount.

Level Funded Request Forms

Large Group/Level Funded Request for Quote form (Excel)
  1. Download and save the Excel file.
  2. Enter the information required in the three tabs.
  3. Save the final version of the Excel file.
  4. Email the Excel file to your Large Group Analyst or Sales Consultant. Be sure to attach your completed form to the email before sending.
At your convenience, you may also complete this template via our user-friendly Online RFP tool. You can access this tool via your Broker Dashboard and click on the Large Group/Level Funded Request for Proposal tile. Through this tool, you may also upload files using our secure upload feature. Documents to upload: invoices, renewals, benefit summaries, census data and any other important items you wish to include.

Large Group/Level Funded Request for Proposal (Online)

1.    Go to the Broker Dashboard and click on the Large Group Request/Level Funded/Alternate Funding RFP link.
2.    Click on Start New RFP and verify your information.
3.    Enter the information required in each section.
4.    Click on the Save and Complete button to submit the RFP to the team.
5.    Your dedicated Analyst will reach out with any questions.

Level Funded Request Forms

Large Group / Level Funded Request for Quote form (Excel)
  1. Download and save the Large Group / Level Funded RFQ Excel file.
  2. Enter the information required in the two tabs.
  3. Save the Excel file.
  4. Click here to email the Excel file to our Level Funded specialists.
  5. Be sure to attach your completed form to the email before sending. 


Team Sheets

Caroline Johnson (PDF)
Chris Martie (PDF)
Jordan Lanahan (PDF)
Patti Winocur (PDF)
Shauna Broadus (PDF)
Troy Westergren (PDF)

Should you have any questions or need more assistance, please contact our Level Funded Specialists:

Phone: (800) 801-2300
Email: COLargeGroup@warnerpacific.com

Team Sheet

Team Sheet (PDF)
 

Large Group Request Forms

Large Group / Level Funded Request for Quote form (Excel)
  1. Download and save the Large Group / Level Funded RFQ Excel file.
  2. Enter the information required in the two tabs.
  3. Save the Excel file.
  4. Click here to email the Excel file to our Level Funded specialists.
  5. Be sure to attach your completed form to the email before sending.
Level Funded Quoting Checklist (PDF)

Level Funded Carrier Matrix (PDF)

Should you have any questions or need more assistance, please contact our Level Funded Specialists:

Phone: (800) 801-2300
Email: TXAlternateFunding@warnerpacific.com


Level-funded health plans are a fantastic middle ground between fully insured plans and self-funded plans. They help businesses manage risk and benefit costs without having to compromise on coverage for their employees.


How Warner Pacific Can Help You Find the Right Plan for Your Clients


At Warner Pacific, we understand that every business has unique insurance needs. Fully insured plans and self-insured plans aren’t for everyone, which is why being able to offer clients flexible level-funded plans is so important.


To help insurance brokers provide their clients who are employers with the best coverage and service, Warner Pacific offers level-funded plans for small businesses and large businesses alike. We also provide level-funded health insurance resources to help brokers determine which plans will best suit their clients. With our plans, your clients can enjoy the double benefits of a fully insured plan’s safety net and a self-funded plan’s cost savings and financial stability. These plans are ideal for businesses that want to save money on their health insurance while keeping the overall quality of care high. 


To learn more about our available level-funded insurance plans, check out our level-funded insurance broker resources below. Our level-funded insurance broker resources provide information about plans, procuring quotes, and more. Or if you need additional information about Warner Pacific’s services, reach out—our team is always available to provide support and guidance.