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Documentation & Forms

iiSi Document Library

For your convenience, we’ve provided a variety of downloadable documentation below for the management and administration of your iiSi stop loss insurance program.

Resource Documents

Administration Guidelines

Everything you need to know for the effective management of your iiSi stop loss insurance program.

COMING SOON

Companion Life Market Conduct Compliance Manual

This document outlines Companion Life's expectations on agent/broker marketplace conduct in the course of marketing its products.

DOWNLOAD PDF

Forms

Stop Loss Reimbursement ACH Request Form

Use this form to request ACH stop loss reimbursements.

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Specific Excess Loss Claim Form

Use for specific excess loss claim reimbursement requests.

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Excess Loss Work Status Form

Use this form to provide eligibility information for plan participants.

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Potential Large Claim Alert Form

Use for claim situations requiring notification to iiSi.

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Aggregate Excess Loss Claim Form

Use for aggregate excess loss claim reimbursement requests.

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ISL Aggregate Excess Loss Claim Form

Use for ISL product aggregate excess loss claim reimbursement requests.

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RFP Checklist

A list of the information iiSi needs to provide an accurate and timely proposal.

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Standard Disclosure Form

For providing information on known risks.

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