Colonial
Travel and Expense Policy
Gathr
Carriers
Miscellaneous
100

Clients have the option of including this rider with Colonial Dental plans.

What is vision?

100

Meals may be reimbursed for travel over this many miles each way.

What is 125?

100

The signed Gathr T&C should be sent to this person.

Who is Laura Shelton?

100

The upcoming Sun Life block renewal will be this percentage.

What is 5.5%?

100

Requesting AOR letters from the BA team is the responsibility of this role.

What is the Producer?

200

The wellness benefit for IAC 4000 has increased to this amount.

What is $100?

200

This is the maximum daily allowance for meals (Excluding gratuity and tip).

What is $60?

200

This is the only TPA supported be Gathr.

Who is Ameriflex?

200

For the Farmer’s H&A Broker Agreement, the broker signature should be this member of PGB.

Who is David Charland?

200
The NHExp Go Live date should be at least this many days after the submission of the intake form?

What is 30 days?

300

These are 2 examples of active lifestyle injuries that qualify for an extra 20% payout on IAC 4000 policies.

What are:  concussion, dislocation, emergency dental work, eye surgery, fractures, torn knee cartilage, laceration, medical imaging study, tendon/ligament/rotator cuff, x-ray, surgeries (ruptured disc, cranial, hernia, abdominal, exploratory)?

300

This is the number of alcoholic beverages that are reimbursable with your meal.

What is 1 :(

300

For Gathr to be used as a “front-end” 365 platform, this must be true of the client’s deductions.

What is they all must use the same methodology?

300

W9‘s for carrier partners are located here.

What is Sharepoint, under the BA tab?

300

We recently began discontinuing existing BenSelect fees for this type of client group.

What are Community Colleges?

400

If you need a first level of escalation for an email to Colonial Billing, this is who you should send an email to.

Who is the appropriate Colonial Billing Specialist?

400

Hotel room rates over this amount require advance written approval which needs to be attached to your expense report.

What is $200?

400

This is our first group to be placed on Gathr.

What is County of Hyde?

400

The CHUBB intro call with the client should be scheduled within this many days of CHUBB receiving the master application?

What is 7 days?

400

For 2026, the DCA max will increase to this amount for single filers and married couples filing jointly.

What is $7500?

500

This is the maximum family deductible amount with the Colonial dental plan.


What is $150?

500
For the Summer Meeting, the expense type "Leadership Meeting Expense" should be used for all expense entries except this one.

What is Personal Car Mileage?

500

This is approximately how many weeks that it takes to set up feeds from Gathr to a carrier.

What is 4-6 weeks?

500

For SunLife LTD to place, this percentage of participation must be met?

What is 20%?

500

The Enrollment Engagement Report provides insights into user interactions of these 4 categories.

What are QR codes, custom benefit explainer videos, digital benefit guides, and custom microsite.

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