We’ve prepared a list of important questions for you to ask a prospective client. These questions will help you:

• determine if they’re eligible for small group coverage
• identify potential issues you can address now — before enrollment
• get the information you need to successfully position a solution to meet their needs

Please record your prospect’s answers on the questionnaire so you can review them with your Kaiser Permanente sales executive.

If your group answered "yes" to the questionnaire, it appears the group qualifies for coverage.

• Use the self-service tools by signing onto account.kp.org and clicking on "Get a small business quote" to receive a tailored quote instantly. You will need the name of the business, its zip code, the zip codes of the subscribers and their dependents, and their dates of birth. If you are happy with the quote, you can easily convert the quote into a new group enrollment.
• You can also get a small business quote by emailing a completed census form or excel template with company name and zip code to our broker sales team at kaiser.sbu.sales@kp.org. The form should include subscribers’ ZIP codes and ages, as well as the ages of their spouses and dependents.

Call your Kaiser Permanente sales executive to review your proposal and get help preparing to present the solution and quote to your prospect. If you have not received a call or email from your sales executive call 800-789-4661 so they can introduce you.

• Register or log in to enroll your client quickly and efficiently using our self-service capabilities. Confirm business rules and premium rates in real time!
• Get your new group processed quickly and efficiently by going to our small business forms page for all current forms, producer guidelines, and a requirements matrix. Refer to the enrollment and proposal materials below and additional resource links.