Underwriting a Worksite Prospect

1. Case Risk Factors
      - Industry
      - Occupations
      - Other coverage in place
      - Turnover (less than 15% in eligible group
         desired)
2. Enrollment Strategy
      - Access to all employees
      - Face-to-face enrollment
      - Electronic enrollment
      - Core benefits communication
3. Administrative Issues
      - Number of payroll locations
      - Payroll frequency
      - Coverage effective date and policy issue date
         Electronic submission
   
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