Employer Enrollment Platform resources

2020 Summary of Benefits (SOBs)  |  2019 Summary of Benefits (SOBs)  |  Rates  |  Renewal Center  |  Evidence of Coverage (EOCs)  |  Changes To  |  Underwriting Guidelines  |  Benefits and Coverage Plan Documents  |  Sales Resources and Collateral  |  Document Library  |  Small Business Producer of Record Form

 

The Employer Enrollment Tool was first launched in the summer of 2020 and changed the landscape of the Small Business new group application process. 
Starting March 2023, the tool will expand to group and member maintenance capabilities for Small Business and Core brokers and employers.

Small Business new group application resources

Guides and checklists

• Quick Tips Guide (PDF, 2.5 MB)
• Submission Checklist (PDF, 118 KB)
• User Guide (PDF, 1.8 MB)
• Enrollment Spreadsheet (Excel, 1.1 MB)
• MGA eSignature Instructions (PDF, 4.7 MB)

Tutorial videos 

• Start a quote
• View quotes
• Start an enrollment
• View enrollments
• Upload documents

 

Small Business and Large Group maintenance resources

Informational training sessions are T/W/TH @ 10 a.m. PT

• Register for a session 
• Informational webinar presentation (PDF, 181 KB)
• Recorded session

Tool training sessions are T/W/TH @ 3 p.m. PT

• Register for one or many sessions
• Tool training presentation (PDF)
• Recorded session

Training for your clients:

• Small Business training registration
• Small Business presentation (PDF)
• Small Business recorded session
• Large Group training registration
• Large Group presentation (PDF)
• Large Group recorded session

Guides and videos

• Employer Enrollment Tool quick guide 
• Broker User Guide
• Employer User Guide
• Employer Admin Guide 
• Broker Connection account management support

Navigation tutorials

• Broker homepage navigation
• Employer homepage navigation
• Group account navigation
• Member account navigation
• Document uploads

Member level changes

• Employee Enrollment
• Add dependents
• Order member ID cards
• Cancel employee
• Member demographics
• Member contact and class
• Add/ edit member plans
• Cancel member plans
• Existing member COBRA enrollment

Group level changes

• Group address
• Cancel group
• Class plans *SG only
• Add products/ plans *SG only
• Cancel products/ plans *SG only
• Group name and structure change *SG only
• Bill by department code *SG only