Instructions for Submitting New Business
New Group submissions must be received by the 15th of the month.
Please download the New Group and Renewal Checklist and follow the below instructions when submitting new business to AP Connect.
The following forms are required to be included with every New Group Submission. If any of the items are not included, the group will be pended back to the Producer and processing will be delayed.
- Group Master Application – Submitted through AP Connect. Please be sure to select the GMA that corresponds with the name of the Trust that was quoted. (See the header located on your current proposal for the appropriate Trust.)
- Completed Employee Enrollment/Waiver Forms – Please complete the Enrollment Spreadsheet and other corresponding forms, which can be found in the Forms Library. Please be sure to select the Enrollment Form that corresponds with the name of the Trust that was quoted.
- 1st Month Premium Payment – Must be received either via electronic funds transfer (EFT) or check payable to one of the following Trusts:
- Washington Commercial Construction Health Trust
- Washington Retail Health Trust
- Washington Manufacturing Health Trust
- Washington Business Services Health Trust
- Associated Industries Membership Application and Payment Verification:
- Please click the link below for the Associated Industries Membership application:
- Please make a copy of the group’s Membership Application and proof of premium payment and submit both with the New Business paperwork.
- First Sold AI Trusts Case? – Please email the Trust inbox at AI-Trusts@advprofessionals.com if you have any questions regarding New Business Submissions or if this is your first sold case.