05/07/2009
New Group Master Apps now available online!
Just a reminder that the current Group Master Application (GMA) forms are available on Agent Center! The pre–printed forms in your
office might not be current, and as of May 1 we are requiring that the new forms be used. We now provide pre–filled and editable
(fillable) GMAs (2 to 99 and 100+) for groups selecting new products (ActivateSM, Innova® and
Engage®) for Aug. 1, 2009, effective dates and beyond.
You can access the pre–filled GMAs in Agent Center. Go to the My Groups page for all groups (prospects and renewals for groups of 2 to
99 and renewals for groups of 100+) while in the Quote window. Availability of a pre–filled GMA for a particular group will be indicated
by a GMA icon to the far right of the group's name. Click on the icon to open the GMA. The pre–filled GMAs will have basic information
about the group pre–filled on pages 1 and 2. The pre–filled information is fully editable and the form is fillable. Helpful Tool
Tips explain what is needed for certain fields. Access the Tool Tips by mousing over the input areas of these fields.
The method you will use to save edits to the pre–filled information depends upon your software:
- Users with Adobe® Acrobat® 8 Standard or Professional will be able to edit and save the GMA with changes.
The saved GMA can then be passed to a user with Adobe Reader® 7 or 8 to perform an edit–and–print session. Adobe
Reader will not allow changes to be saved.
- Users with Adobe Reader 7 or 8 will be able to complete the remainder of the GMA; however, it must be printed at the end of the editing
session. Saving only saves the GMA with the information that was pre–filled.
Certain renewing groups will need our help in generating the pre–filled GMA. If, after clicking the GMA icon, you get a message that the
GMA could not be generated, please talk to your Regence Sales contact.
Fillable GMAs (2 to 99 and 100+) are now available in the Forms link for new products on the agent side of the public Web site and in the
Activate and Innova and Engage Agent Toolkits.
The group still needs to sign a hard copy of the GMA before submitting it to us (the signature cannot be entered online).
The pre–filled and fillable GMAs are not available for new or renewing groups that are enrolling on existing products.
We hope that these new tools save you time and enhance the interaction between you and your clients. If you are not using Agent Center,
please ask your Regence Sales contact for an emailed copy of the pre–filled GMAs.
For questions or help with these new GMAs, please talk to your Regence
Sales contact or call the Broker Help Line at 1 (800) 653–1125.
Note: To print a PDF document, you need Adobe® Reader®. Download it now for free.
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