Sales Support

Our Sales services include:

  • Visits to newly appointed agents to provide a comprehensive understanding of HAA services and HAP products

  • Product update meetings

  • Lunch and learn classes
  • Consultative support for proposal and new business opportunities

  • Assistance with required new business forms for both employer and employee

  • Pre-sale, enrollment, and renewal meeting assistance

  • Customized enrollment kits for group meetings

Training

HAA offers a number virtual and in-person training to provide a comprehensive understanding of HAP products and HAA services.  Licensed HAP agents and/or agency support staff can take full advantage of our training opportunities.

Monthly Agent Education

Offered monthly for both group and individual business.  Learn about HAP’s current plan offerings, service area and networks, value added benefits and HAA services.  This training is ideal for newly licensed agents, new agency support staff or anyone looking for a refresher on HAP.

Product Update Meetings

Be the first to hear about HAP’s annual product changes and important information to help you sell and retain HAP business the following year.  Our product update meetings begin taking place in the middle of September through the end of December.

Agency Lunch and Learns

If you can’t afford to have your agency out of the office to attend a training, we will come to you!  You select the topic, we’ll supply the training.

Product Spotlight Training

As new and unique products are introduced on HAP’s portfolio, we offer product spotlight trainings to provide you everything you need to know to understand and explain the product to your customers.

Quoting & New Business

Small Group Quote Requests

(2-50 Full Time Eligible)

Simply email your small group opportunity to proposals@haaweb.net and your quote will be processed within 24-48 hours. Check out the New Business Quote Request Form found on our website. The form will help guide you through the request and offers an overview of the current small group portfolio.

Large Group Quote Requests

(51-99 Full Time Eligible )

All large group opportunities can be sent to largegroupquotes@hap.org. The 51+Quote Request Form found on our website provides all the information you need to submit large group quote requests.

New Business Enrollment

Upon completion of sale, enrollment paperwork can be sent to newbusiness@haaweb.net. Paperwork will be reviewed promptly and our new business team will inform you every step of the way – from submission to approval. Our notifications include:

  • Paperwork received

  • Any missing information preventing us from submitting the case to HAP will be communicated within 24 hour of receipt

  • Paperwork has been submitted to HAP for review

  • Group approval

  • Benefits and membership loaded – our team conducts a past enrollment audit to make sure all information on HAP systems is accurate and correct

  • ID cards have been generated

Individual Business

Rely on our Agent Consultant team to help answer questions related to Individual HAP Business.

Sales & Support

  • Assistance with quoting

  • Approval of Special Election Period documents

  • New business approvals

  • Post enrollment validation that a member is enrolled on HAP’s system correctly

  • Non-payment of initial premium alert

  • Processing of paper applications sent to individualbusiness@haaweb.net

Post-Sale Support

  • Billing, claim and membership inquirires

  • Delinquency notifications

  • Address updates

Renewals

  • Delivery of renewals

  • Plan changes

  • Consultative support

Service

The following types of HAP group and individual service inquiries can be sent to service@haaweb.net

Claim investigation or questions
Inquiries pertaining to a montly invoice
Eligibility confirmations
General questions and support
Maintenance changes including name, address, owner or tax ID updates

HAA has dedicated resources to review, submit and confirm membership additions, terminations or changes. Please send membership request to membership@haaweb.net. All requests are reviewed and submitted to HAP within 24 hours of receipt. Once the request is completed and reflected on the HAP system, a confirmation notification will be sent.

Renewal

Small Group Renewals

(2-50 Full Time Equivalents)

Our team will work closely with you to make sure your group renews in the plan(s) that best suit their needs. The renewal process starts 120 days before the renewal date. HAA maintains communication throughout the process, and will make sure your group stays track until the renewal is complete. All small group renewal information can be sent to renewals@haaweb.net.

Large Group

(51-99 Full Time Equivalents)

Our Agent Consultant team will request your renewal form underwriting 90 days prior to the renewal date. The renewal will be generated and provided between 60 and 90 days prior to the renewal date. The assigned Agent Consultant will work directly with you to obtain any alternative requests and consult on the best HAP plan options for your client.

Field Support

HAA representatives can provide product and service support by accompanying you on open enrollment and renewal meetings. Our team can also assemble open enrollment kits to communicate important and valuable information at renewal time.

The HAA Difference

Building relationships, delivering results – that’s the HAA difference. The HAA team is here to assist you at every step. Contact one of our team members below to get started.