Competitor Knowledge
Renewals
General Health Insurance
Off-boarding
Provider Knowledge
100

Top competitor and not a CPEO

Rippling

100

Kaiser Permanente, Aetna, and United Healthcare 

&

UnitedHealthcare, Blue Cross Blue Shield and Anthem

Our open market and master policy providers

Master Policy: Kaiser Permanente, Aetna, and United Healthcare

Open Market: UnitedHealthcare, Blue Cross Blue Shield and Anthem (may go by different names like HCSC depending on the state)


100

NY DU30 and Disabled Dependents

Two types of Overage Dependents

100

Marc Rosenburg

Who should be tagged in the term ticket if the company is using Time Tracking.

100

Except for AZ, CO, HI, IL, MN, MO, WA

Employers can offer Aetna in every state except

200

Charges a percent of each payroll run vs. a per employee per month charge.

ADP

200

Company plan selection and employer contributions.

Health insurance factors that an employer can control 

200

$1,500 is the minimum deductible 

For a High Deductible Plan. 

200

Who is tagged on a term ticket if the company is a Sage customer?

Benefit Ops

200

What is a key difference between Aetna and UHC that is based on what state they are underwritten out of?

UHC does not include coverage for bariatric surgery and fertility treatments like IVF or egg freezing

300

Offers built in applicant tracking system. Admins can create new job posts, push them to popular career boards, and access candidate information.

Trinet

300

Thursday, August 7th - Thursday, August 28th at 11:59 pm EST & Tuesday, September 16th - Thursday, September 25th at 11:59 pm EST

Plan selection timeline for both ER and EE

300

 10/10/25 - 10/31/25

COBRA Renewals 

300

If a company terminates on the 1st of the month, what can they expect to happen in terms of fees and health insurance?

Company's will be charged the full cost of service fees and benefits would terminate at the end of the month. 

300

Employees located in a KP market (CA, CO, DC, GA, MD, OR, VA, WA) will be able to enroll in KP plans as long as the company's situs in what states?

CO or WA

400

Many company's may often refer to this as a local PEO

G&A Partners

400

NYOA 15/20 0/100% JNY

New plan names

400

The scenario for a company that has two sets of medical, dental, and vision enrollment opportunities available at the same time. 

Dual Enrollment

400

How is the off-boarding checklist changed for company's who offer Sage?

The COBRA insert must be updated to reflect Open Market COBRA options. 

400

Minimum employee enrollment requirement reduced from 5 to 2

Kaiser Permanente Carrier eligibility criteria

500

Currently offers more country coverage and international solutions

Remote

500

 Higher monthly premiums, low to no deductible, low to no co-insurance

A rich plan

500

HSA, FSA, & deductible.  

Resets on the calendar year

500

How are final payments impacted for terminating company's?

For Bi-weekly employees off-cycle payments would have to be scheduled for final week on the platform while semi-monthly employees should not need to have off-cycle payments scheduled if the termination date falls on the 15th or the end of the month. 

500

<5 eligible EEs at least 2 must enroll. - 5+ eligible EEs, at least 40% must enroll

United Healthcare enrollment requires