Podium v9.21 | Taylor Insurance Services

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Benefits Library

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Benefits Library

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Benefits Library

Manage your saved plan designs. These can be loaded when configuring client plans.

Import from Excel

📥 Download Template Download the Excel template to add your benefit plans

Create New Plan

Carrier Document Repository

Manage carrier information, master applications, and submission documents. When you complete a case, the system will pull the relevant documents based on which carriers were selected.

0 carriers configured

Admin Panel

User Management

Manage user accounts. Maximum 10 users.

0 users

Audit Log

Recent activity across all users.

New Case Draft

Case Summary

Plan Design

Contributions & Commissions

Generate

Implementation Checklist

General Implementation Checklist

Address Information

Physical Address

Street Address

City

State

Zip

Mailing Address (if different)

Street Address

City

State

Zip

Primary Contact

Contact Name

Title

Phone

Fax

Servicing Agent

Account Manager

Used for Podium records and PDFs. Not sent to AgencyBloc — set it there manually.

Employee Information

Total Employees

Full-Time

Part-Time

Eligible Employees

Participating

Waiving

Eligibility & Effective Dates

Effective Date *

Plan Year

Waiting Period

Hours Required for Eligibility

Eligibility Description (for Benefit Guide)

Enrollment Information

Enrollment Type

Enrollment Platform

Open Enrollment Period

Enrollment Deadline

Enrollment URL

Enrollment Instructions

Billing & Payroll

Payroll Deduction Frequency All premiums should be entered as MONTHLY amounts. They'll be converted automatically for employee display.

Multiple Locations?

Locational Billing Requested?

Association Member?

Association Name

Agent Information

Sales Agent

Case Date

Agent Email

Agent Phone

Branding & Display Settings

Company Logo

Click to upload logo (PNG, JPG, SVG)

Primary Color

Accent Color

Meeting/Booking Link (for landing page QR code)

Client Summary

Company -

Effective Date -

Eligible Employees -

Payroll Frequency -

Medical Plans

Number of Medical Plans

Plan 1

Plan 2

Plan 3

Medical Plan 1

Carrier Change

Not Selected

Previous/Terminating Carrier

Same effective date as the group Renewal date one year after effective

Edit Details Save to Library

Plan Name

Plan Type

Carrier

Network

Carrier Phone

Carrier Website

Deductible (Ind)

Deductible (Fam)

OOP Max (Ind)

OOP Max (Fam)

Coinsurance

PCP Copay

Specialist Copay

ER Copay

Rx Coverage

Plan Highlights (one per line)

EE Monthly

EE+SP Monthly

EE+CH Monthly

FAM Monthly

Medical Plan 2

Carrier Change

Not Selected

Previous/Terminating Carrier

Same effective date as the group Renewal date one year after effective

Edit Details Save to Library

Plan Name

Plan Type

Carrier

Network

Carrier Phone

Carrier Website

Deductible (Ind)

Deductible (Fam)

OOP Max (Ind)

OOP Max (Fam)

Plan Highlights (one per line)

EE Monthly

EE+SP Monthly

EE+CH Monthly

FAM Monthly

Medical Plan 3

Carrier Change

Not Selected

Previous/Terminating Carrier

Same effective date as the group Renewal date one year after effective

Edit Details Save to Library

Plan Name

Plan Type

Carrier

Network

Carrier Phone

Carrier Website

Deductible (Ind)

Deductible (Fam)

OOP Max (Ind)

OOP Max (Fam)

Plan Highlights (one per line)

EE Monthly

EE+SP Monthly

EE+CH Monthly

FAM Monthly

GAP Insurance

GAP Plan

Carrier Change

Not Selected

Previous/Terminating Carrier

Same effective date as the group Renewal date one year after effective

Edit Details Save to Library

Carrier

Product Name

Carrier Phone

Carrier Website

Plan Highlights

EE Monthly

EE+SP Monthly

EE+CH Monthly

FAM Monthly

Dental

Dental Plan

Carrier Change

Not Selected

Previous/Terminating Carrier

Same effective date as the group Renewal date one year after effective

Edit Details Save to Library

Carrier

Product Name

Carrier Phone

Carrier Website

Preventive

Basic

Major

Annual Max

Orthodontia

EE Monthly

EE+SP Monthly

EE+CH Monthly

FAM Monthly

Vision

Vision Plan

Carrier Change

Not Selected

Previous/Terminating Carrier

Same effective date as the group Renewal date one year after effective

Edit Details Save to Library

Carrier

Product Name

Carrier Phone

Carrier Website

Exam Copay

Frame Allowance

Contact Lens Allowance

EE Monthly

EE+SP Monthly

EE+CH Monthly

FAM Monthly

Life & AD&D

Basic Life/AD&D

Carrier Change

Not Selected

Previous/Terminating Carrier

Same effective date as the group Renewal date one year after effective

Edit Details Save to Library

Carrier

Product Name

Coverage Amount

Cost

Carrier Phone

Carrier Website

AD&D Amount

Vol Life EE Max

Vol Life Spouse Max

Vol Life Child Amount

💎 Whole Life Insurance

Whole Life Plan

Carrier Change

Not Selected

Previous/Terminating Carrier

Same effective date as the group Renewal date one year after effective

Edit Details Save to Library

Carrier

Product Name

Coverage Amount

Premium (per $1,000)

Carrier Phone

Carrier Website

Guarantee Issue Amount

Max Coverage

Cash Value Build

Portability

Additional Features

🩹 Accident Insurance

Accident Plan

Carrier Change

Not Selected

Previous/Terminating Carrier

Same effective date as the group Renewal date one year after effective

Edit Details Save to Library

Carrier

Product Name

Carrier Phone

Carrier Website

Coverage Details

Principal Sum

Coverage Type

Emergency Room

Hospital Admission

Fracture Benefit (Max)

Dislocation Benefit (Max)

Laceration Benefit

Wellness Benefit

Follow-Up Visit

Physical Therapy

Ambulance Benefit

Accidental Death Benefit

Organized Sports Rider

Sports Rider Details

Monthly Rates

EE Only

EE+Spouse

EE+Child(ren)

Family

Benefit Highlights (for Benefit Guide)

Additional Notes

🫀 Critical Illness

Critical Illness Plan

Carrier Change

Not Selected

Previous/Terminating Carrier

Same effective date as the group Renewal date one year after effective

Edit Details Save to Library

Carrier

Product Name

Carrier Phone

Carrier Website

Coverage Options

EE Benefit Amount

Spouse Benefit Amount

Child Benefit Amount

Benefit Increments

Covered Conditions

Heart Attack

Stroke

Cancer (Invasive)

Cancer (Non-Invasive)

Kidney Failure

Major Organ Transplant

Coronary Bypass

Wellness Benefit

Paralysis Benefit %

Coma Benefit %

Benign Brain Tumor Benefit %

Plan Details

Payment Type

Waiting Period

Pre-Existing Condition

Recurrence

Age-Banded Monthly Rates (EE Only)

<25

25-29

30-34

35-39

40-44

45-49

50-54

55-59

60-64

65+

Rates shown per $10,000 of coverage. Spouse/child rates calculated separately.

Composite Monthly Rates (Benefit Guide)

EE Only

EE+Spouse

EE+Child(ren)

Family

Benefit Amount (summary)

Covered Conditions (summary)

Additional Notes

🎗️ Cancer Insurance

Cancer Insurance Plan

Carrier Change

Not Selected

Previous/Terminating Carrier

Edit Details Save to Library

Carrier

Product Name

Carrier Phone

Carrier Website

Coverage Details

Initial Diagnosis Benefit

Radiation/Chemo Benefit

Hospital Confinement

Surgical Benefit

Transportation Benefit

Wellness/Screening Benefit

Coverage Details / Highlights

Monthly Premiums

EE+SP

EE+CH

Family

Additional Notes

🏥 Hospital Indemnity

Hospital Indemnity Plan

Carrier Change

Not Selected

Previous/Terminating Carrier

Same effective date as the group Renewal date one year after effective

Edit Details Save to Library

Carrier

Product Name

Carrier Phone

Carrier Website

Hospital Benefits

Hospital Admission

Hospital Confinement (Daily)

ICU Admission

ICU Confinement (Daily)

Max Days Per Confinement

Max Confinements Per Year

Additional Benefits

Outpatient Surgery

Emergency Room

Diagnostic Testing

Wellness Benefit

Mental Health Confinement

Rehabilitation Facility

Surgery Benefit

Maternity Rider

Maternity Benefit Amount

Plan Details

Pre-Existing Condition

Waiting Period

Monthly Rates

EE Only

EE+Spouse

EE+Child(ren)

Family

Benefit Highlights (for Benefit Guide)

Additional Notes

Long-Term Disability

LTD Plan

Carrier Change

Not Selected

Previous/Terminating Carrier

Same effective date as the group Renewal date one year after effective

Edit Details Save to Library

Carrier

Product Name

Benefit Amount

Max Monthly Benefit

Carrier Phone

Carrier Website

Elimination Period

Benefit Duration

Cost

Voluntary Benefits

Short-Term Disability (STD)

Carrier Change

Not Selected

Previous/Terminating Carrier

Same effective date as the group Renewal date one year after effective

Edit Details Save to Library

Carrier

Product Name

Benefit Amount

Max Weekly Benefit

Carrier Phone

Carrier Website

Elimination Period

Benefit Duration

Cost

Accounts & Programs

FSA (Flexible Spending Account)

Not Selected

Edit Details Save to Library

Administrator

Healthcare FSA Max

Administrator Phone

Administrator Website

Dependent Care Max

Notes

HSA (Health Savings Account)

Not Selected

Edit Details Save to Library

Administrator

Employer Contribution

Administrator Phone

Administrator Website

Individual Max

Family Max

Catch-up (55+)

EAP (Employee Assistance Program)

Not Selected

Edit Details Save to Library

Provider

Sessions per Issue

Provider Phone

Provider Website

Cost

Services

Client Summary

Company -

Effective Date -

Employer Contributions

Contribution Type

Percentage (%) Dollar Amount ($)

Enter the employer contribution percentage for each tier.

Tier	Medical Plan 1	MEC	GAP	Dental	Vision
Employee Only
EE + Spouse
EE + Children
Family

Commission Split Agreement

Account Type

GA Channel Direct Account Wholesale

Parties to Agreement

Agency

Agent

SME

Account Manager

Client Services

Other

Commission Split Grid

Enter percentages as decimals (e.g., 0.50 for 50%). Health PEPM is in dollars.

Product	EMTT	SME	Agent	Acct Mgr	Client Svc	Other	Total
Health PEPM							$0
Health %							0%
MEC							0%
GAP							0%
Dental							0%
Vision							0%
Group Vol (Life/LTD)							0%
Allstate Voluntary							0%

Ready to Generate

Company -

Effective Date -

Benefits Configured 0

📄

Benefit Guide (PDF)

AI-generated professional benefit guide in portrait format. Includes only the benefits you've configured, with TIS branding and dynamic page structure.

🌐

Landing Page

Interactive web page for employees to view benefits and schedule meetings.

📋

Case Summary

Spectrum Association Case Summary form with all client and coverage details.

💰

Commission Split

Taylor Insurance Services Commission Split Agreement document.

📂

Implementation Documents

Download all carrier implementation forms required to complete enrollment for the selected carriers on this case.

Finalize Case

Once all outputs have been generated and the implementation is complete, mark this case as done.

This will lock the case. You can unlock it later if needed.

Implementation Document Checklist

Company -

Progress 0 of 0 completed

Select carriers in Plan Design to generate the checklist.

General Implementation Checklist

Company -

Progress 0 of 0 completed (0%)

Implementation Cases

All Cases

Benefits Library

Quick Actions

Benefits Library

Import from Excel

Create New Plan

Carrier Document Repository

Admin Panel

User Management

Audit Log

Company Information

Address Information

Physical Address

Mailing Address (if different)

Primary Contact

Employee Information

Eligibility & Effective Dates

Enrollment Information

Billing & Payroll

Agent Information

Branding & Display Settings

Client Summary

Medical Plans

Medical Plan 1

Medical Plan 2

Medical Plan 3

GAP Insurance

GAP Plan

Dental

Dental Plan

Vision

Vision Plan

Life & AD&D

Basic Life/AD&D

💎 Whole Life Insurance

Whole Life Plan

🩹 Accident Insurance

Accident Plan

Coverage Details

Monthly Rates

🫀 Critical Illness

Critical Illness Plan

Coverage Options

Covered Conditions

Plan Details

Age-Banded Monthly Rates (EE Only)

Composite Monthly Rates (Benefit Guide)

🎗️ Cancer Insurance

Cancer Insurance Plan

Coverage Details

Monthly Premiums

🏥 Hospital Indemnity

Hospital Indemnity Plan

Hospital Benefits

Additional Benefits

Plan Details

Monthly Rates

Long-Term Disability

LTD Plan

Voluntary Benefits

Short-Term Disability (STD)

Accounts & Programs

FSA (Flexible Spending Account)

HSA (Health Savings Account)

EAP (Employee Assistance Program)

Client Summary

Employer Contributions

Commission Split Agreement

Parties to Agreement

Commission Split Grid

Ready to Generate

Benefit Guide (PDF)

Landing Page

Case Summary

Commission Split

Implementation Documents

Finalize Case

Implementation Document Checklist

General Implementation Checklist