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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
"At a Glance"
Training Programs
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
- Customizable PowerPoint: Introduction to Innova & Engage
Download, choose the slides that speak to your client, add your logo and you're done.
- Product Collateral Use this collateral with an employer.
- Summaries of Benefits: Innova
- Summaries of Benefits: Engage
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
- Member Materials: myRegence.com brochure, pharmacy flyers & brochures, wellness program flyers. Many available in Spanish. Order from your Sales representative »
- Open Enrollment DVD (in Spanish): explains the importance of health care. Order from your Sales representative »
- Innova
- Engage
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.