Employers

Onboarding Flow

• How to Log In

• Onboarding Checklist

  • Insert Business Details

  • Edit Group Team

  • Add Banking

  • Add Tax Information

  • Add Personnel

  • (Once Live) Sign Contracts

Live Plans

• Eligibility Rules

• Invite New Employees

• Add and Remove Members

• Edit Member Information

• Pend Enrollments

• Enrollment Auditing

• Change PCP Election

Invoices

• General Invoicing Info

• Interpreting Invoices

• Other Relevant Invoice Tabs and Filters

Employer Resources

• Assign Forms

• Reports

• COBRA for Employers

• Undeliverable Addresses

• Compliance