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Data Analysis Template

The document contains a structured format for managing client and agency information, including account details, contact information, and policy specifics. It outlines various roles such as brokers, producers, and internal administrators, along with their respective contact details. Additionally, it includes sections for client eligibility, billing information, and policy status for insurance products.

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emailme.sonal
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
34 views138 pages

Data Analysis Template

The document contains a structured format for managing client and agency information, including account details, contact information, and policy specifics. It outlines various roles such as brokers, producers, and internal administrators, along with their respective contact details. Additionally, it includes sections for client eligibility, billing information, and policy status for insurance products.

Uploaded by

emailme.sonal
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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Account Name Website Business Phone Company Logo URL

Your Agency Name


First Name Last Name Full Name Account Name Primary Contact? Email
Your Brokers/ProducersYour Brokers/ProdYour Agency NamYES
This may be you! This may be you! Your Agency NamNO
National Producer Number
First Name Last Name FullName Account Name Email
Your Internal Administr Your Internal Administrators Your Agency Name
Your Agency Name
Account Name Website Business Phone
UnitedHealthcare
First Name Last Name Full Name Account Name Contact Role Email Primary Contact?
Carrier Rep Carrier Rep UnitedHealthcare
Account Name Type SIC Code Broker/Producer Minimum Hours/Week
Your business client name Inforce Client Brokers/Producers
New Hire Eligibility Payroll Cycle Billing Street Billing City Billing State/Province Billing Zip/Postal Code
first of the month following your date of hire
First Name Last Name Account Name Email Business Phone Mobile Primary Contact?
HR Director Your business client name YES
NO
Birthdate Gender County
Policy Id Carrier Policy # Status Policy Type
Random # or Carrier # # from your commission statement In Force Medical
Account Name Carrier Effective Date Medical Rating Method EE Premium ES Premium
Your business client name UnitedHealthcare 1/1/2020 Four Tier Composite
EC Premium EF Premium Rate (for life/or disability)
Account Name Type Client Type Household Size Broker/Producer County Billing Street
Individual Name Inforce Client Individual Brokers/Producers
Medicare
Look up to broker prod
Individual Test
Billing City Billing State/Province Billing Zip/Postal Code
First Name Last Name FullName Account Name Relationship Email Mobile
First Last First Last Individual Name Self
Primary Contact? BirthDate Used Tobacco in the last 6 months? Include In Individual Quote? Gender
YES NO YES Female
Policy Id Carrier Policy # Status Account Name Effective Date
Random # or Carrier # # from your commission statement In Force Rachel Zeman
Policy Type Carrier Grandfathered? Broker/Producer Individual Exchange Full Premium
Dental UnitedHealthcare Brokers/Producers Yes
Subsidy Subsidized Premium
Yes

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