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 salessupport@the-alliance.org
- Pay initial fees to The Alliance.
*Information indicated should be sent to your primary contact at The Alliance.