The Benefits of UPG

Employee Navigator
September 20, 2016

Benefits You’ll Enjoy:

We believe that all broker partners are not created equal.  Therefore our level of services and tools are tiered based upon a broker’s level of production and involvement with UPG.  Here are some of the cool things we are doing:

Sure, all brokers still get 48 hour turnaround time on quotes and world class Account Executives to help with claims and problem resolution for your clients, but that is Old School and just the beginning…here’s the real stuff:

  • Our quoting platform allows us to quote multiple fully insured companies and return them to you side by side on a spreadsheet for easy review and presentation – LITERALLY A ONE STOP SHOP!
  • Enrollment Portal that captures data and then disburses it to multiple carrier forms.  This is especially helpful when we are getting requesting multiple partially self-insured carriers final rates from Medical Underwriting
  • Access to our online Benefit Administration Portal for all groups 25+
  • Unlimited WRAP Documents – ERISA now requires group health plans to have a written plan document in place and to distribute summary plan descriptions (SPDs) to all employees.  Our software and knowledgeable staff do this for you and your groups.
  • Unlimited Monthly HR Newsletters customized with your agency logo that you may email to your customers.  These newsletters contain valuable information on a variety of topics that Human Resources departments find exceptionally helpful, including: Dept. of Labor, ERISA, OSHA, IRS and EEOC items ranging from taxation, immigration, hiring and firing practices, retirement plans, discrimination and much more.
  • Unlimited Premium Only Plans/Section 125 plan documents with no setup fee for the first year.
  • Reduced COBRA Administration Fees through one of valued partners.
  • Access to our affiliated ERISA attorneys that are available to answer questions you may have regarding ACA, ERISA, etc.
  • ACA Individual Enrollment Tool that allows you to quote all carriers and enroll customers in the Marketplace while bypassing the Identity Verification steps of and it pre-populates your FFM credentials and NPN # automatically.  You can enroll someone start to finish in about 20 minutes.
  • 1094 and 1095 Form Completion Assistance
  • Medicare Creditable Coverage Notifications
  • WAIT, did we mention we also quote and provide FIRST CLASS, personalized customer service???