Employer Portal

Employer Portal• Customers will migrate to the new employer portal on their

plan’s migration date.

• Customers and brokers (with portal access) will have access to the new employer portal on the effective date.

• While there will be some changes to current process, employers will benefit from:

– An improved and cleaner look and feel– Faster transaction processing time

Portal Access Overview

For Migrating Customers:• Current enrollment changes

can be made until the day before customer’s migration date

• Customers and brokers will not be able to process Open Enrollment changes through the Employer Portal until their effective date

Once a Customer Migrates:• New portal available on effective date• If retroactive member terminations are

required:– If the termination is effective on or after

the customer migration date, it can be processed via the Employer Portal.

– If the termination is effective  prior to the customer migration date, it can faxed to enrollment OR be processed by mail.

Changes to Current Processes & Portal Functionality

Employer Portal Transition (2-99)

Current Portal Experience – Until 12/31/2013 New Portal Experience – Starting on 1/1/2014

January 1, 2014 Effective Date

Can make changes to current enrollment (update, add, delete a member)

Can make changes to enrollment (update, add, delete a member)

Can make retroactive changes that are effective on or AFTER 1/1/2014

Cannot make retroactive changes PRIOR to an effective date of 1/1/2014

Alternative•Complete and submit a paper application via fax to your Account Executive or Customer Service. Fax to 215-238-7067.

Cannot complete open enrollment transactions for 1/1/2014 or after

Alternatives•Obtain an Enrollment Form spreadsheet from your Account Executive to fill out Open Enrollment (51-99 groups), or•Complete and submit a paper application and fax back to 215-238-7067, or•If your group is making a benefit change for open enrollment through ROAM, you can:

• Change employee from one product or group to another

• Add a new employee

Employer Portal Transition (100+)

Can make Changes to current enrollment (update, add, delete a member) Cannot complete open enrollment transactions for 1/1/2014 or after

Alternative•Obtain an Enrollment Form spreadsheet from your Account Executive to fill out Open Enrollment, or

•Complete and submit a paper application and fax back to 215-238-7067

Can make changes to enrollment (update, add, delete a member)

Cannot make retroactive changes PRIOR to an effective date of 1/1/2014

Alternative•Complete and submit a paper application via fax to your Account Executive or Customer Service. Fax to 215-238-7067.

Can make retroactive changes that are effective on or AFTER 1/1/2014

January 1, 2014 Effective Date

Current Portal Experience – Until 12/31/2013 New Portal Experience – Starting on 1/1/2014

Impact to EmployersHow Employers will Transition to the New Portal

Open Enrollment Life

Event

New Employer

Portal

Processing outstandingtransactions

Retro Changes

Transactions effective prior to the migration date must

be processed through current portal before

transitioning to new portal.

Any retro changes with effective dates prior to the

employer’s migration must be handled manually.

Using the new portal

All transactions and changes with an effective date after

transition to the new portal must be held and submitted through the new portal after migration.

Once employer migrates, the user will only have access to the

new employer portal.

Will not be able to perform OE Life Event on Employer Portal for year they are migrating to new

platform

Industry Expertise

Current Year Enrollment

Maintenance

Will have access to the current IBC portal to perform maintenance until the end of the day before they migrate.

Manage Enrollment• New enrollments can

be added, members can be changed, and terminated

• Most enrollment transactions will start by searching by name, group number or member ID.

Find Employee Search Results• The employer

selects the desired employee record.

• The dropdown allows the user to select the desired action.

• Most enrollment updates are done in real time.

Enrollment Summaries

• Enrollment summaries can be accessed at any time, and are displayed before submitting enrollment changes.

• This will replace the existing transaction history.

• New transactions can be started from the buttons at the bottom of the page.

Electronic Billing• Online bill review and

payments are handled through e-Bill.

• E-Bill handles clients that are premium billed (fully insured) as well as clients that are claims billed self-funded).

Electronic Billing

• Customers can drill down into reports and view prior months’ bills.

• Email notices alert customers when a new bill is available.

Understanding Key Features & Functionality

A portal tutorial will be available to help you better understand features •Add employee •Add/edit subscriber •Add/remove/edit dependent•Add/edit coverage (medical, dental, vision) and coverage effect date •Add/edit PCP

– (required for managed care products; HMO, POS) •Find employee•Enrollments in process•Request ID cards•Find a provider•Assist employees