Elevate Advisor Group
Contract & Policy Repository
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ELEVATE
Contract & Policy Repository
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Elevate Contract & Policy Repository
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Add Client
Creates a new client in the repository.
Company Name
Plan Type
Single-employer ERISA
Taft-Hartley / Multi-employer
Governmental Plan
Church Plan
Association Health Plan
Primary Contact
Attorney
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Add Client
Add Plan
Plan Type / Line of Coverage
Medical
Dental
Vision
Life / AD&D
Long Term Disability
Short Term Disability
Stop Loss
Pharmacy / PBM
Captive
COBRA Administration
FSA Administration
HSA
HRA / ICHRA
401(k)
403(b)
Pension
Wellness
EAP
Accident
Critical Illness
Hospital Indemnity
Voluntary Life / AD&D
Identity Theft / Legal
Paid Leave
Other
Funding Type
Fully Insured
Self-Insured
Captive
ICHRA
HRA
Level-Funded
Administrative Only
Other
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Add Plan
Add Plan Year
Each plan year stacks in history. Most recent is marked Current.
Effective Date
Expiration Date
Carrier / Insurer
Administrator (TPA)
Policy Number
Plan Name
Funding Type
— Same as plan default —
Fully Insured
Self-Insured
Captive
ICHRA
HRA
Level-Funded
Administrative Only
Other
Renewal Action
New Policy
Renewed - Same Carrier
Renewed - Different Carrier
Rewritten
INFO
N/A
Cancelled
Mark as Current Year?
Yes — this is the active year
No — historical record
Employer Monthly Cost
Upload Document (SBC, Certificate, etc.)
Notes
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Add Plan Year
Add Vendor
Vendor Name
Vendor Type
TPA / Third-Party Administrator
PBM / Pharmacy Benefit Manager
Stop-Loss Carrier
Broker / Consultant
Captive Administrator
Care Navigation Vendor
Wrap Document Vendor
COBRA Administrator
FSA / HSA Administrator
Wellness Vendor
Other
Primary Contact
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Add Vendor
Add Contract
Contract Title
Contract Type
Administrative Services Agreement (ASA)
Plan Document / SPD
WRAP Document
Stop-Loss Insurance Policy
PBM Agreement
Network Access Agreement
Captive Operating Agreement
Broker / Consultant Agreement (SOW)
Care Navigation Agreement
EAP Agreement
Wellness Program Agreement
COBRA Administration Agreement
FSA / HRA / HSA Agreement
BAA / Business Associate Agreement
408(b)(2) Fee Disclosure
Amendment / Addendum
Side Letter
Other
Status
Not Started
Received
Under Review
Negotiating
Pending Signature
Executed
Attorney
Version Type (if uploading)
Initial Draft
Our Redlines
Counterparty Redlines
Clean Draft
Final / Executed
Renewal Date
Advisor Notes (not visible to clients)
Upload Initial Version (optional)
Click to browse
or drag & drop your file here
.pdf, .docx, .xlsx, .txt, .doc
Version Type
Initial Draft (from vendor)
Our Redlines
Counterparty Redlines
Clean Draft
Final / Executed
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Add Contract