2017 Employee Packet

(Grandfathered or Transitional Plan)

Employer Email Template


Send this email annually to your existing small group clients who have a non-metallic plan (a grandmothered or grandfathered plan). In the packet, include the group’s specific Summaries of Benefits and Coverage, any applicable HSA info, and a cover sheet with your contact info.

Download the email template by clicking the button below.

As an alternative, you can copy the text below, modify the language as necessary, add the attachments, and email to your clients.

Body of Email:

Dear :

Attached is the employee packet for your renewal. For future reference, we recommend you save this on your hard drive.

Please email to your eligible employees. They must receive this no later than per the Affordable Care Act (ACA) guidelines. If you hire a new employee during the year, you must provide this to them within 10 days of their full-time hire date in order to be compliant with ACA rules.

Also, I wanted to remind you that the deductible and annual maximum out of pocket run on a calendar year basis, not policy year.

If you or any of your staff have any questions, you may email or call us for assistance.

Thank you for doing business with us.

Documents to Include:

INSTRUCTIONS: Open and save the employee packet, then attach it to the email after you have combined it with the group's Summary of Benefits and Coverage (one for each plan), any applicable HSA information, and an agent cover page with your contact information.