Agent Training
- Last Updated: May 1, 2023
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Agent Training
Understanding the CO-OP.
Group Enrollment Process
The 6 steps to enroll a new group
Annual Group Renewals
How to renew your group.
Submitting Your New Group Application and enrolling employees.
Finalizing your new group application once policy is selected during the proposal phase.
Creating a new group quote in the Broker Portal
How to make and send a new group quote.
Using the Employer Portal
How to access the employer portal to enable automatic payments and change employee status.