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Level Funded Quoting and Enrollment Service Overview

1. Purpose​

This service supports the quoting, review, and enrollment of Level Funded health plans through a streamlined digital workflow. It enables approved partners to obtain illustrative pricing, submit employer group information, track underwriting progress, and complete enrollment once a plan is finalized.

The service is designed to help partners move efficiently from early pricing conversations to finalized coverage, while maintaining consistency and accuracy throughout the process.

2. Who Can Use This Service​

This service is intended for:

  • Approved quoting and enrollment partners
  • Aggregators and distribution platforms
  • Organizations supporting employer-sponsored benefit selection and implementation

It is not designed for direct consumer use.

3. What Information is Available​

At a high level, the service provides access to information across the full lifecycle of a Level Funded group, including:

  • Plan and pricing information

    • Illustrative (early) rate estimates
    • Preliminary underwritten rates
    • Final underwritten rates

  • Business and eligibility rules

    • State-specific requirements
    • Plan availability guidelines
    • Documentation expectations

  • Group and enrollment status

    • Progress updates during underwriting
    • Confirmation of key milestones
    • Final policy issuance

  • Enrollment outcomes

    • Confirmation that coverage has been successfully installed
    • Assigned identifiers needed for downstream systems

All information is shared at appropriate stages of the quoting and enrollment journey.

4. Benefits of This Service​

Using this service provides several advantages:

  • End-to-end support
    Covers the entire process from early pricing through enrollment completion.

  • Improved efficiency
    Reduces manual coordination by enabling digital submission, tracking, and updates.

  • Consistency and accuracy
    Ensures the same information is used throughout quoting, underwriting, and enrollment.

  • Real-time visibility
    Keeps partners informed as groups move through review and approval stages.

  • Scalability for partners
    Supports processing of multiple employer groups across different states and scenarios.

5. Example Uses​

Examples of how partners may use this service include:

  • Providing employers and brokers with early pricing estimates to support plan comparisons
  • Submitting employer group details for underwriting review
  • Monitoring progress while a group moves through preliminary and final evaluation
  • Retrieving final approved rates prior to enrollment
  • Completing enrollment and installation once coverage is confirmed

These use cases support both sales conversations and operational execution.

6. Important Notes​

  • Information is provided in phases, and not all details are available at every stage.
  • Pricing and plan details may change as group information is reviewed and updated.
  • Timely review and completion of required steps helps avoid processing delays.
  • Final enrollment occurs only after all approvals are complete and coverage is confirmed.

For detailed implementation or technical integration guidance, partners should refer to their assigned onboarding or support contacts.