Group Onboarding

Portal Set-Up

• How to Log In

• Create Your Team

• Switch Roles

• See Permissions

• Search the Portal

• Enable Notifications

Creating and Onboarding Groups

Plan Designer Responsibilities

• Create Employer Groups

• Add Census Enrollment

• Add Welcome Materials

• Add Vendors and Fees

• Add Rules

• Add Stop Loss Policies

• Verify Benefits

• Multi-group Onboarding

• Final Checklist

Employer/Broker Responsibilities

• Insert Business Details

• Edit Group Team

  • Role Permissions (incl. Privacy Officers)

• Add Banking

• Add Tax Information

• Add Personnel

• (Once Live) Sign Contracts

Group Renewals

• How to Renew a Group