Small Group Update
Our expert sales team understands the health insurance needs of small businesses. We’ve designed several new tools to make your work with small group clients easier.
Small Group Tools
- The new Oregon Standardized Group Profile Form (DOC 106kb).
- A new selling area map (PDF 690kb) of Oregon and southwest Washington that defines group eligibility based on where employees reside and work.
- Clear guidelines of our underwriting requirements for small groups (DOC 49kb).
An Expanded Small Group Sales and Service Team for the Portland Office
Accounts serviced by Portland office with 2 to 50 employees have access to the special expertise of our expanded small group team, including Small Group Account Executive Jill Nowak and Small Group Account Manager Kelli Judd.
Jill is responsible for working with agents who are assigned to the Portland office for sales and enrollment. Kelli oversees service and retention for those groups and existing small groups that are sold by those agents. See our Portland team card
For general agent inquiries, literature requests, renewal changes and new group set-up, our account specialist teams in Eugene and Portland continue to offer day-to-day support. Please call either the Portland or Eugene Sales Office to be directed to the appropriate area.
Portland
503-574-6300 or 877-245-4077
Eugene
541-242-9012 or 877-245-4077
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