Alternative Funding Center of Excellence
Don’t be intimidated by Alternative Funding, use our COE to make transparent and affordable insurance easy, simple, and compliant.
Brokerages Can’t Afford to Lose Employer Clients or Slow Growth Due to Not Offering Affordable and Transparent Insurance Products for SMBs.
ClearPoint Health’s Alternative Funding Center of Excellence (COE) is an Extension of Your Team – Providing a White-Labeled Integrated Experience from Risk Analysis and Marketing, to Implementation, Reporting, and Renewal.
Launch an Alternative Funding Center of Excellence
Our Alternative Funding COE provides agencies and individual benefit advisors with a white-labeled, full-service platform that educates and supports the unique value of alternative funding solutions for SMB employers. Features such as on-demand training, custom branding on hundreds of pieces of collateral, centralized RFP management, and streamlined solution comparison result in seamless implementation, ongoing compliance, and end-to-end support.
Key Alternative Funding COE Features
Employer Risk Intelligence
Risk matching intelligence, pairing employers with the best funding types, solutions, and carriers.
RFP Management
One centralized hub for all your alternative funding needs, streamlining marketing, negotiations, implementation and renewals.
On-Demand Library of Alternative Funding Training
Choose from dozens of trainings, built for foundational, intermediate, and advanced benefit advisors.
Customizable Branding
Extend your brand and service offerings without the additional staff and resources.
Elite Partner Selection
Choose from an a la carte library of the most innovative, SAFE verified, solutions and carriers.
Streamlined Solution Comparison
Receive strategic insights, risk-carrier matching suggestions, and comprehensive value comparisons.
Enhanced Quote-to-Bind Rates
Increase your quote-to-bind rates through our efficient and effective underwriting process.
Industry Expertise
Access expert counsel on effectively conveying the benefits of alternative funding solutions to employer clients and enabling seamless integration.
Tech-Enabled Efficiency
Utilize ClearPoint Health’s advanced platforms for enhanced efficiency and accuracy.
COE Services Supporting Captives
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Sales Support & Education – Dedicated assistance conveying the value, mechanics, and intricacies of a Medical Stop Loss Captive.
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Regulatory Compliance – Ensure all captive employer members comply with relevant regulations and standards.
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Risk Management – Develop and implement cost and risk management strategies to optimize captive performance.
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Financial Reporting – Partner with Captive Manager to provide detailed financial reporting to help manage resources effectively.
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Private Label Captive Programs & Cells – Assist with the formation of captive cells or customized programs and provide ongoing administrative support.
COE Services Supporting Level Funded Solutions
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Curated Panel of Level Funded Products – Customizable to each agency, each employer is provided a curated panel of carriers informed by the employer’s risk and strategic needs.
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RFP Management – Streamline the quoting process to efficiently obtain multiple competitive quotes with a single RFP.
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Claims Processing – Ensure accurate and timely claims processing to maintain cost control and member satisfaction.
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Compliance & Reporting – Provide comprehensive reporting and ensure compliance with all relevant regulations.
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Plan Administration – Dedicated support across all aspects of plan setup, enrollment, and ongoing management.
COE Services Supporting Medical Stop Loss
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Carrier Matching to Employer Risk – Intelligently match the most competitive carriers to employer risk, ensuring pricing matches an employer’s risk management strategy.
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Market-leading Economics, Terms & Conditions – Identify the best carrier options to meet employer client needs while negotiating competitive rates, terms, and conditions.
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Claims Coordination – Facilitate the submission, processing, and resolution of stop loss claims.
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Policy Administration – Manage all aspects of stop loss policy setup and ongoing administration.
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Client Support – Provide ongoing support to ensure the smooth operation and management of stop loss policies.
Pairs with ClearPoint Health’s full array of alternative funding products and services.
Explore Product Options
Join the Thousands of Employers & Benefit Advisors
who have already benefited from our Alternative Funding marketplace and comprehensive COE services.
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