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Use this worksheet to organize a conversation with Bloom. Keep employee names, medical information and account details off this sheet.

1. Which states does your team work in, and about how many employees do you have?
2. Which benefits do you offer today, and when do they renew?
3. Which benefits would you like to explore: health, life, dental, vision, disability, accident or wellness?
4. What budget range and employee contribution approach would you like to discuss?
5. What questions or access problems are employees bringing to you?
6. Who will coordinate benefits decisions and employee communications?

A planning worksheet is not an application, quote or commitment to coverage. Availability and terms depend on the employer, state and applicable plan.

Use these questions with your employer's benefits team or the provider listed in your benefit materials. Keep passwords, member IDs and medical details off this sheet.

1. Which benefits am I enrolled in, and when does each one begin?
2. Where can I find my benefit summary, plan documents and coverage costs?
3. How do I sign in, get a member card or reset my password?
4. Who can help me check participating providers or covered services?
5. Who handles a claim, billing question or change to my information?
6. What enrollment deadlines or steps should I know about?

Your employer's benefit materials and applicable plan documents determine your actual coverage. This checklist provides general education.