Professional referral workflow
A cleaner handoff for employees losing group coverage.
Employers, HR consultants, payroll companies, CPAs, PEOs, employment attorneys, and referral partners can coordinate a privacy-conscious resource for employees losing employer-sponsored coverage.
What to include
Employer or referring organization, contact person, approximate number of affected employees, coverage termination date, preferred coordination method, and handoff instructions.
Privacy boundary
Do not send employee medical information. Employees make their own coverage decisions and can contact David directly when ready.