As we close out 2020 and move into 2021, it’s important to remember Kaiser Permanente’s due dates for submitting Small Group renewal and new sales documents.
All renewal documents are due by the 10th of the month prior to the effective date. This year, we’ll begin automatically renewing groups as early as the first of the month prior to the effective date if we have not yet received a renewal decision. Renewing groups will still have until the 10th of the month to submit plan changes to us, even if we have already automatically renewed the coverage.
New group sales documents are due by the 20th of the month prior to the effective date. For example, if a new group’s effective date is in March, they must be signed up by February 20.
Keeping lines of communication open with your Kaiser Permanente account managers and sales executives and updating them on your clients’ timelines will ensure that they’re best able to help you throughout the renewal and new sales process. Please follow the checklist on the Small Group Master Application and be sure to include all required documents and forms — fully completed and legible.
We look forward to supporting you and our mutual clients in 2021. If you have questions, please contact your Kaiser Permanente Washington sales team.