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Broker Online Enrollment A User’s Guide

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Features The new Online Enrollment system will allow brokers to do the following:

• Enroll group and non-group clients

• Initiate ACH payments on behalf of clients

• Find PCPs through the selected carrier’s doc-finder

• Track the progress of applications

• Save unfinished applications to complete later

• Print completed applications

• Notify clients of application submission via E-mail

• Attach required documents to applications

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Workflow 1. Enroll Now

After selecting a plan, choose the button on the Final Proposal page. This will take you to the new Online Enrollment system.

2. Online Enrollment Enter your client’s enrollment details.

3. Payments Initiate the binder payment on your client’s behalf. We accept ACH and check payments. Making the binder payment is now a part of the online enrollment process.

4. Review & Confirm / Attachments Prior to submitting the completed application, you will be able to review and edit the information by selecting the button. Brokers will be able to upload/delete/download attachments via the button.

5. Submit After you’ve reviewed and confirmed the application is complete, select the button. Please note- After submission, you will be unable to edit/modify the application.

6. Broker Dashboard The Broker Dashboard will allow you to view your applications. You will be able to edit/update/delete applications that have not yet been submitted, as well as track the enrollment status of those that have.

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CARRIER NAME; 1/1/2016

Enroll Now

The “Enroll Now” button is found on the Final Proposal page. You can begin the Enrollment process by selecting this option.

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Online Enrollment

With either option, you are allowed to continue to the next page, even if no information has been entered, but you will be required to come back and fill in any missing information before the application can be submitted.

You can track your progress with this status bar at the top of each page.

You can save your progress at any time by selecting the “Save” button. You can return to finish the application later.

Selecting the “Save & Continue” button will save your progress and continue to the next page.

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Payments On the Payments page, you will be able to submit the binder payment with your

client’s application. An ACH payment will expedite your client’s enrollment process. You can also sign your client up for automatic monthly payments.

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Payments

Alternatively, your client may pay by check. Instructions on how to prepare the check are displayed on screen.

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Review & Confirm

You can also go back and edit each section by selecting “Edit”.

If you need to run a new quote, you can select “Modify Quote”, but you will need to re-enter all application information again.

Plan Name Plan Name

Carrier Logo Dental Carrier Logo

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Attachments

Attach the documents required to complete your client’s application.

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Attachments Page

Select a file from your computer and click Upload.

The supported file formats are: .jpg|.jpeg|.png|.gif|.tif|.pdf|.doc|.docx|.odt|.xls|.xlsx

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Once the file has been uploaded, it will be added to the attachments queue. The file name and upload/virus scan progress will be displayed.

Attachments Page

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Once everything is complete, you can complete the application by selecting “Submit”.

Submit Application

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Broker Dashboard

Selecting the “Online Enrollment” link in the Self Service Menu will bring you to the Broker Dashboard.

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Deleting Applications

You can delete any applications that have NOT yet been submitted by clicking the “x” button on the Broker Dashboard.

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Questions?

Tooltips are available by rolling your cursor over the question mark icon .

To hear what brokers are saying about this new tool, visit

hsainsurance.com/brokertools.

If you have any questions please contact your HSA representative.