Small business

Resources for your next sales meeting

Stay prepared with the latest information about our products, resource materials and ordering service.

New Business

Small Business new sales ebook - helps you to promote the value of Kaiser Permanente's network stability.

Small Business Qualification Questionnaire - important questions to ask a prospective client.

Census Form - list all employees and dependents eligible for health coverage.

New and Existing Business

Summary of Benefits and Coverage (SBC) - important summarized information about our health coverage options.

Small Business Guidelines - the document provides information about Kaiser Permanente small business coverage, eligibility, rate calculation, benefit plan offering, funding policies, and participation and contribution requirements.

Small Group Portfolio Snapshot - Get all the information you need to know on recent changes, promotions, resources and much more. Use it for all your new sales to help boost your bottom line.

January (PDF)  July (PDF)

Large to Small Group Transition Overview - helps you support your clients transitioning from large group plans.

Small business workforce health resources - help your small business clients control costs, discuss employee health and productivity tips.

Deductible plan tools for your clients

Review additional new group enrollment resources for brokers.

Order sales and enrollment materials online and ship to your office or your customers' locations.

If you have any questions about the status of your groups, please contact your Kaiser Permanente representative or call our Small Business Account Management Support Team toll free at 800-790-4661, option 3.