Matrix Insurance Agency Health Census Instructions.
* Please Note: All employees for the company need to be listed on the census.
Please identify if they are ineligible for insurance due to:
- Hiring probation period
- Part time or seasonal employee
All of the blanks need to be filled in for each employee to accurately quote:
1) Eligibility- Identify any individuals that are not eligible for coverage at this time.
- If they are part-time (less than 25 hours week)
- If they are a new hire and not finished their probation period (we recommend a waiting period)
2) Employee Name
3) DOB - date of birth
4) Gender
5) Waived status- does the employee have valid coverage elsewhere (spouse, retired military)
- Even if they have other coverage we need to include them on the census sheet.
6) Coverage Status- The coverage that the employee would be interested in: Employee only, E &
spouse, E & children, Family
- If they are interested we will want to have rates available… this does not require them to elect the coverage level.
7) Dental/ AD&D/ST disability - Are they interested in coverage also?
8) Zip Code- The zip of their home address
Include the copy of a current-carrier invoice/ bill and a copy of the explanation of benefits (if you have them) this will greatly assist in putting together appropriate benefit options.
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