Broker Toolkit

This guide outlines tips for successful implementation and tasks to complete 30 days prior to The Alliance® network effective date.


Implementation Tips & Checklist

Implementation Tips

  • Review What We Offer to become more familiar with the ways we deliver High-Value Health Care to employers, employees, and their families.
  • Schedule a planning meeting between the employer, the plan administrator, The Alliance, and yourself to
    discuss onboarding.
  • Ask about additional discounts available through The Alliance partners (e.g. National CooperativeRx and Delta
  • Schedule an introductory meeting between the employer and your account executive at The Alliance.
  • Prepare communication to employees and their families describing The Alliance Find a Doctor tool (our online provider directory).
  • If desired, invite a representative from The Alliance to attend a scheduled employee orientation or health benefit fair.

Implementation Checklist

Please complete these items 30 days prior to The Alliance network effective date.

  • Notify the plan administrator that The Alliance will be utilized.
  • Determine the plan effective date and communicate the date to The Alliance.
  • Sign The Alliance Membership Agreement and send to The Alliance.
  • Complete The Alliance New Group Set-Up Form and send to The Alliance
  • As noted in the New Group Set-Up Form, submit copies of the plan(s) Summary of Benefits and Coverage (SBC),
  • Summary Plan Description (SPD), and ID card(s) to
  • Pay initial fees to The Alliance.

*Information indicated should be sent to your primary contact at The Alliance.

Contact Us

Our goal is to support you through a successful implementation.

If you have any questions, please reach out to us.