Free planning tool

Group Health Insurance Checklist

Work through the practical questions an employer should document before an insurance discussion. The checklist is a planning aid and does not replace insurer underwriting or policy wording.

Enter your planning assumptions

No personal, medical or sensitive employee information is needed.

Current employee census and work locations are available.The intended employee and dependent definition is documented.Coverage limits, exclusions and waiting conditions have been reviewed.Claims and employee-support contacts are communicated.Policy wording and renewal dates are available for review.

Planning result

Checklist completion

0% review readiness

0 of 5 review points confirmed.

Need a tailored insurance discussion?

Use the result as a starting brief, then confirm final policy terms and suitability with ClearCover and the relevant insurer.

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Frequently asked questions

Can a new employer use this checklist?

Yes. It helps document the workforce, benefit priorities, implementation needs and questions before requesting a proposal.

Can it be used for renewal?

Yes. It can be used alongside the detailed renewal checklist to capture new requirements and employee feedback.