These online self-service features are designed to make it easier for you to manage your book of business and support your clients. You can:
- Produce a variety of quotes for prospective clients—from simple to detailed
- Easily revise quotes in real time, and convert quotes to enrollments
- Generate Employee Enrollment Worksheets to help employees make informed decisions at open enrollment
- Complete and submit new group applications and required documents online
- Explore different renewal options and compare plans, rates, and benefit information in real time
- Submit renewal plan changes along with subscriber and dependent enrollments and terminations
- Quickly access recent quotes and check the status of your group enrollments and renewal transactions
Watch the training videos below for step-by-step guidance on each feature.