In an ideal world, setting up a new case would be painless every time. But there are a lot of moving parts. Here are some tips to ensure that things go smoothly.
Maintain good communication with Select Benefit Administrators (SBA), as well as with your Regional Director of Sales.
Return all paperwork “in good order." which means completed. If SBA receives all necessary documents in good order, they guarantee a quicker set up turnaround time.
Here's what SBA needs in good order 10 business days before the requested effective date:
- Application or Participation Agreement completed and signed by policyholder and broker/agent
- Plan Summary Matrix with notation of which plan(s) and rates the policyholder wants to offer
- Select Benefits Enrollment Forms filled out by the employee electing coverage
- Collected premium
For your reference, please use the New Case Submission Checklist.
For questions about case submission or administration, contact SBA at 1-800-497-3699 or SYMSBA@Symetra.com
, Monday through Friday, 6:30 a.m. to 5 p.m. Central time.