Renewal Email Templates

For census and marketing review 5+ groups:

Hello ______,

In preparation for your [00/00/2017] renewal, we are working to obtain the following information and documentation:

  • Census – Review and make any necessary changes to the attached census that has been prepared for you based on your most recent invoices. Please note this census cannot be used as notification for enrollment, changes, or terminations. You must notify [me / your account manager] directly of any and all enrollment, changes, or terminations before the last of the month.
  • Average Total Number of Employees (ATNE) – Please provide a total headcount of all full-time, part-time, and seasonal employees on payroll for the past 12 months.
  • HB2015 – This is a claims history report that will assist in the renewal and marketing process. Please sign and return the attached document.
  • Additional Coverages – Please let us know if you would like other lines of coverage such as dental, vision, life, disability, etc.

Once all of the above items have been reviewed and completed, please fax or email back to me at your earliest convenience.

Feel free to contact me with any questions or concerns.

For census and marketing review less than 5 EE groups (no ancillary unless requested):

Hello ______,

In preparation for your [00/00/2017] renewal, we are working to obtain the following information and documentation:

  • Census – Review and make any necessary changes to the attached census that has been prepared for you based on your most recent invoices. Please note this census cannot be used as notification for enrollment, changes, or terminations. You must notify [me / your account manager] directly of any and all enrollment, changes, or terminations before the last of the month.
  • Average Total Number of Employees (ATNE) – Please provide a total headcount of all full-time, part-time, and seasonal employees on payroll for the past 12 months.

Once all of the above items have been reviewed and completed, please fax or email back to me at your earliest convenience.

Thank you for your assistance,

For proposal:

Hello ______,

Please find attached a copy of your renewal from BCBS. Your policy anniversary date is 00/00/2017 and your current medical plan will renew with a 9.88% increase, your dental will renew with a 9.45% increase, and your life will renew with a 3.66% increase, unless you make a change. Any changes are due by July 31st, 2017.

I have included alternate plans with your current carrier for your review, as well as quotes from other carriers. You can scroll through the different spreadsheets using the tabs located at the bottom of the attached Excel spreadsheet.

These rates are based on the most recent census you provided to us. If you choose an alternate carrier, rates may change once applications have been submitted and have gone through underwriting.

Please feel free to contact me with any questions or concerns.