Brokers

Using The Portal

• How to log-in

• Setting up your broker profile (coming soon!)

• Create your team

• Adding bank information (coming soon!)

• Enable notifications (e.g., enrollment ingestion errors)

• Find Plan Documents

Onboarding Your Groups

• Add a group

• Add census / enrollment

• Multi-group Onboarding (see Task View)

• Onboarding Flow for Employers

  • Insert Business Details

  • Edit Group Team

    • Role Permissions (incl. Privacy Officers)

  • Add Banking

  • Add Tax Information

  • Add Personnel

  • Sign Contracts

  • HRIS Enrollment Troubleshooting

Live Plans

• Eligibility Rules

• Invite New Employees

• Add and Remove Members

• Edit Member Information

• Pend Enrollments

• Enrollment Auditing

• Change PCP Election

• Request a new card

• COBRA Election

Resources

• Yuzu Policies

• Undeliverable Addresses

• Reports Overview

• How to Read an Invoice

• Compliance

• Troubleshooting and Support

• Receipt policies