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Claremont Insurance Services

To keep you current on information critical to your business, below are updates and resources to support your sales and service efforts. To access our full library, visit the News and Industry Perspectives site.


You're invited to attend two complimentary one-hour CE courses ERISA 101 and Landmines of Pretax Benefits co-hosted by Claremont Insurance Services and TASC, and presented by Carolyn McNairy, Compliance Vice President at TASC. And as a special bonus, we'll discuss the New HRA Rule during lunch.

With over 40 years of employee benefits and administration experience, Carolyn educates TASC's Group Sales Force, employee benefits consultants, general agents, carrier sales staff, providers and clients on ERISA, FMLA, COBRA, FSA, and ACA legal requirements.


  • Date: Tuesday, July 30, 2019
  • Time: 12:30 pm to 4:00 pm PT (Lunch Provided)
  • Place: 1000 Burnett Avenue, Ground Floor,
    Concord, CA 94520
  • Cost: No charge to brokers. 
  • CE Credit: Two CE hours.
  • Bonus Content: The New HRA Rule


  • 12:30 pm to 1:30 pm – Lunch, TASC Overview, 
    Bonus: The New HRA Rule
  • 1:30 pm to 2:30 pm – ERISA 101 CE Course
  • 2:30 pm to 3:00 pm – Break
  • 3:00 pm to 4:00 pm – Landmines of Pretax Benefits CE Course

Don't miss this exclusive broker education event in Concord. Register to attend lunch and one or both CE courses! Space is limited.

Save My Seat

Q4-2019 Renewal Kits 

The fourth-quarter renewal kits will include a new "More Options" section for dental and vision plans, plus:

  • New census section that presents different dental and vision plan options for each group’s renewal – similar to the “Choice Chart” for medical plans.
  • Specialty Bundling Discount program that offers a 10% savings on dental and vision premiums when added to groups with Blue Shield medical plans. 
  • Small Business Specialty Broker Bonus Program to earn more from clients enrolling in dental, vision or life plans.
  • Quick Match Program™ for new and existing small business groups adding life insurance with 10-100 eligible employees.

Learn more about the Q4 renewal kits, participation requirements, and the broker bonus program. 

Learn More

Webinar: The ONLY One Size Fits All Ancillary Product 

Attend the Choice Builder webinar on July 30 or July 31 to learn how they provide dental, vision, chiropractic, acupuncture, and life insurance with one application, one bill, and one point of contact for administration. You'll also learn about:

Simplified Underwriting and Administration

  • No payroll or DE9C verification requirements.
  • No restrictions on carrier replacement.
  • Husband and wife groups welcomed.
  • Multi-plan offerings for groups of 2+ with no minimum plan enrollment requirements.
  • True open enrollment with plan anniversary.
  • Double up your coverage: new annual benefit now with a benefits reset of January 1, 2020.

What's New:

  • Delta Dental PPO rate decrease effective July 1, 2019 (all three Delta PPO plans).
  • 3-year rate guarantee on all DeltaCare HMO and Delta PPO plans for new or renewing groups between July 1, 2019, and December 1, 2019.

Register to Attend One of These Webinars:

Tuesday, July 30, 2019 – 10:00 am to 11:00 am

Register for July 30

Wednesday, July 31, 2019 – 10:00 am to 11:00 am

Register for July 31

Continuing Education 
July 30 in Concord, 
Two One-Hour
CE Courses:
1. ERISA 101 
2. Landmines of
    PreTax Benefits
Blue Shield of CA
Q4-2019 Renewal Kits
Choice Builder
Webinar July 30, 2019
or July 31, 2019

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Healthcare Reform
Knowledge Center

•  •  •

July 30
• Two, One-Hour CE
  - ERISA 101 
  - Landmines of
    Pretax Benefits
• Choice Builder 
July 31
• Application Deadline:
  - Reliance Standard
• Choice Builder
August 1
• VCAHU Children's
  Dream Racer
August 5
• Application Deadline:
  - DeltaCare
  - Delta Dental
  - Humana
August 6
• Application Deadline:
  - Blue Shield of CA
  - MetLife
August 7
• Application Deadline: 
  - Beam Dental
  - Choice Builder
  - Principal
  - UnitedHealthcare  
August 8
• LAAHU Happy Hour
• OCAHU Vanguard
  Brew Tour
• VCAHU Casino Night

August 12
• GGAHU, SAHU, and 
  SVAHU 5th Annual
  Medicare Summit
August 14
• NCAHU Meeting
  and CE
• SDAHU PAC Day at
  The Races
August 15
• Application Deadline: 
  - TASC
August 20
  5th Annual Medicare
August 21
• SAHU Member Lunch
August 25
• NAHU Leadership
August 28
  2019 Senior Summit 
September 5
• NCAHU Educational
September 10

September 19
• DCAHU 3rd Annual
  Medicare Summit
• GGAHU CE Course

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As always, we'll keep you informed about healthcare reform issues and news affecting you and your clients. Our knowledgeable team is here to help you succeed.

Contact the small group experts at 800.696.4543 or

Claremont Insurance Services
1000 Burnett Avenue, Suite 440, Concord, CA 94520
800.696.4543, License: 0B33256

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