How to Transfer My Insurance Coverage to Rippling?

    A quick overview of the documents you’ll need to transfer your current insurance plans over to Rippling.
    1. 1

      Gather Your Data and Documents

      Below is a list of documents and data you should have on hand before implementing Benefits Administration in Rippling. We recommend gathering these documents before leaving your current broker to avoid any delays:

      1. Medical/Dental/Vision
        • SBCs/Plan Summaries for every plan offered across all coverage lines
        • The associated monthly rate sheets/tables (i.e. total premium amounts before any employer contributions)
        • Contribution Schemes for each line of coverage
        • Waiting Period and termination rules for each line of coverage
        • Policy Numbers/Carriers and renewal dates for each plan
        • Eligibility rules pertaining to part-time employees and domestic partners
      2. Ancillary (life and disability)
        • STD/LTD/Life: Confirmation if your coverage is basic (100% company paid), voluntary (100% employee paid), or if you offer both options
        • Salary redetermination frequency for life & disability
        • Rounding rules for life & disability
        • Age reduction on life insurance
          plans
    2. 2

      Where Can I Find All of This Information?

      • Check your current benefits administration platform. Typically plan documents, waiting periods, etc will be available to download for easy access

      • Ask your current broker for this information. We recommend asking for these documents before leaving your current broker  to avoid any delays

      • Go directly to your insurance carrier. Find their “employer services” team who can help provide all of this information to you
    3. 3

      What is Rippling Insurances Services?

      1. How does Rippling Insurance Services, Inc. work?
      2. Where is Rippling Insurance Services, Inc. licensed?
      3. Rippling Insurance Compliance program

      CLICK HERE to read more about Rippling Insurances 



    4. 4

      Modern Benefits Administration

      Rippling brings all benefits into one system and automates the busy work, like quoting benefit plans, managing open enrollment, and updating deductions in payroll.

      CLICK HERE to read more about Modern Benefits Administration with Rippling
    5. 5

      Benefits Enrollment from the Employee View

    6. 6

      Benefits Enrollment from the Admin View

    If you still have a question, we’re here to help. Contact us