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This toolkit parallels the sales cycle. It provides the education, resources, tools and forms you need for client presentations, quoting, and open enrollment meetings.
Need more? Please contact us.
Learn About Activate
Activate “At a Glance”
Training Programs
Agent training slides, program overviews and answers to common questions.
How Activate Works
Activate and MCA account overview
Target Market & Research
Compare & Cross-Sell
Product Comparison
- Compare Activate benefit features to other Regence products
- Rate differentials
- Save comparison online or export as an Excel file
- New and renewing groups
Open comparison tool »
Cross-Selling
Bundle Activate with these products for potential benefit savings:
Quoting & Client Meetings
Quoting
Generate an online quote for groups of 2-50 employees. For larger groups, contact your Sales Executive.
Start a Quote (Groups 2-50) »
Dual Option Matrix & Guidelines
Effective 07/01/09 to 12/31/09
Effective 01/01/10 and beyond
Your Presentation
Forms
Future Automation Enhancement
To expedite processing, we are adding scanner targets and barcodes to fillable forms. These changes will not impact the data or information fields you complete.
Group Forms
Employee Forms
Group Set-Up
Guides, Checklists & Forms
Open Enrollment
Employee Forms
Employee Materials
Bonus Program
Jump Start (PDF) - Online enrollment bonuses extended! Cross-sell bonuses begin! It's not too late to get a Jump Start with the Regence enhanced Sales Bonus Program. There are more ways than ever to be rewarded this year. See the flyer for more details.
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