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Regence InnovaSM & EngageSM – Agent Toolkit

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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 Innova & Engage

Compare & Cross-Sell

Product Comparison Tool
  • Compare 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 Innova & Engage 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 Matrices & 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 & Sales Contest

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.

 

All Group Sizes

Available to all fully insured groups for effective dates of January 1, 2009 and beyond. For a quote, contact us, or for groups 2-50:
Start Quote (2-50) »