New Member Employer Documents
Welcome to The Pool! Below are several important documents that will support you in your onboarding journey with The Pool.
- Intake Survey - Please complete the intake survey prior to your kick off call. This will make it easier to review any questions we may have on your contacts or structure.
- Board Resolution - When joining The Pool, your organization is also joining The Pool's Board of Directors. This resolution, when passed by your governing body, authorizes your entity to join The Pool for the statutory 3-years and name your Trustees to The Pool's board.
- EFT Form - This form allows our premium management team to pull premium funds from your designated bank account.
- Sample Termination Letter - Please work with your existing broker/carrier to notify them of your termination at least 30 days in advance. For your convenience, we have provided a sample template.
- Census Template - Work with your Client Manager on the best approach for collecting enrollment information and inputting that detail into this excel template.
Questions on the onboarding process? Please reach out to your Client Management team!