Create a new onboarding group in the portal by filling out information about the employer and the plan.
Group Info
Set the policy rules, enrollment rules, claims and accumulator rules, and legal rules for your group upfront.
Import census files for new employer groups, and learn how to navigate common upload problems.
Add Stop loss information in the portal and attribute it to multiple plans. Each plan in the group must be attributed to a stop loss policy.
* Group Info that needs to be completed by the employer or the broker
Connect Bank Account & Banking Agreement
Plan Info
Add Employee Premium Contributions
Fill out your employee premium contributions to ensure your groups are compliant.
Add additional vendors, edit fees, change live fees, and verify that your fees are accurate.
Verify benefits before the plan goes live, kicking off card printing and plans going live.
Add welcome materials to the group, which will get sent out in both the welcome email and welcome letter sent to each subscriber/family on the plan.
Multi-Group Management
Track your progress, check each group, and send for review on the Finalize tab.
Manage multiple onboarding groups at once with the Onboarding tab.
Learn about our auto renewal process two months prior to plan start dates.