Tracking your progress
You can track your overall process by looking for a green checkmark next to every tab on the left-hand side or under the ‘Your Tasks’ tab.
For the group as a whole
In Verify Employees, confirm that number of covered employees is as expected and that employees have indeed been verified
In Rules, confirm that policy duration, waiting period and termination info, and accumulation info are all correct and that if ‘Use other COBRA vendor’ is selected, the COBRA vendor has been added in the Vendors tab
In Stoploss, confirm information is filled out and correct, and that each plan is attributed to a policy
For every plan
In Benefits, If benefits have been edited, confirm they look correct and hit ‘Verify Benefits’ if they do
In Vendors, Confirm that the Vendors are correct, a COBRA vendor has been added, and all vendors with PEPM or PMPM fees have been accounted for (ex. if more than one brokerage associated to the account, all brokers are added)
In Fees, Confirm that the Fees are correct, no duplicate fees exist, all auto-remitted fees have associated expense accounts, and that your claims funding/agg factors are not auto-remitting. Once this looks good hit the ‘Verify Fees’ button on the top of the fees page.
In Welcome Materials, Confirm that the Support Page and Welcome Materials are directly relevant to the plan offered / group onboarding.
How to finalize
Once a group looks good, hit the ’Submit for review’ button on the ‘Finalize’ tab and alert your Account Manager (Slack) that this group is good to go!