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

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
Dental).
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.

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.

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