Employer enrollment platform resources
The Employer Enrollment Tool was launched in 2020 and changed the landscape of the Small Business new group application process.
In 2023, the tool was expanded to group and member maintenance capabilities for Small Business and Core brokers and employers.
Small Business new group application resources
Guides and checklists
- 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 (3:27)
- View quotes (0:50)
- Start an enrollment (9:34)
- View enrollments (1:04)
- Upload documents (0:57)
Small Business and Large Group maintenance resources
Informational training sessions
- Informational webinar presentation (PDF, 181 KB)
- Recorded session (37:59)
Tool training sessions
- Tool training presentation (PDF, 614 KB)
- Recorded session (59:53)
Training for your clients
- Small business training registration
- Small business presentation (PDF, 614 KB)
- Small business recorded session (47:26)
- Large group training registration
- Large group presentation (PDF, 614 KB)
- Large group recorded session (43:57)
Training for file feed/EDI clients
- Tool training presentation (PDF, 922 KB)
- Recorded session (40:38)
Small Business renewal resources
Guides and videos
- Broker training recording (40:11)
- Renewal navigation (2:03)
- Start Renewal submission (2:40)
- Start Open Enrollment submission (2:18)
- Renewal quoting (1:14)
Guides and videos
- Employer enrollment tool quick guide (PDF, 2 MB)
- Broker user guide (PDF, 3.1 MB)
- Broker reports guide (PDF, 2.7 MB)
- Employer user guide (PDF, 4.6 MB)
- Employer admin guide (PDF, 18.6 MB)
- Broker connection account management support
Navigation tutorials
- Broker homepage navigation (2:00)
- Employer homepage navigation (2:10)
- Group account navigation (2:56)
- Member account navigation (1:07)
- Document uploads (0:57)
Member level changes
- Employee Enrollment (6:29)
- Add dependents (1:58)
- Order member ID cards (0:37)
- Cancel employee (1:04)
- Member demographics (1:25)
- Member contact and class (1:56)
- Add/ edit member plans (1:30)
- Cancel member plans (1:17)
- Existing member COBRA enrollment (1:18)
Group level changes
- Group address (1:04)
- Cancel group (1:00)
- Class plans *SG only (0:33)
- Add products / plans *SG only (2:19)
- Cancel products / plans *SG only (1:46)
- Group name and structure change *SG only (0:41)
- Bill by department code *SG only (0:24)
