Page 11 - CATA_Proposal_2020
P. 11

Capital Area Transportation Authority





          Renewal Process

              1.  Provide enrollment detail.
              2.  Create internal underwriting process.
              3.  Negotiate renewal with current insurance carriers.
              4.  Amend plans as necessary to create an acceptable rate action.
              5.  Issue new policies.
              6.  Communicate new plan changes to retirees.
              7.  Modify all systems for new benefits and rates.
              8.  Train Customer Care Center representatives.
              9.  Implement new benefits and rates.

          Additional Services

              1.  Schedule A Reporting.
              2.  Data Requests for Compliance Reporting/Filings (FAS 106).
              3.  Life Insurance Recordkeeping.
              4.  Annual Proof of Eligibility for Survivor Benefits – Surviving Spouse confirmation.











































        10  |  amwins.com
   6   7   8   9   10   11   12   13   14   15   16