Step 1 – Proposal
Agent enters basic company and employees information, selects quoted plans then emails proposal.
Step 2 – Application
Agent completes the group application and submits.
Step 3- Initial Submission
Application is sent to carrier for review and approval.
Step 4 – Employee Enrollment
Employees select plans and self-enroll or agents enroll employees.
Step 5 – Final Submission
Agent or employer approve employee enrollments, provide payment information, and submits completed group.
Step 6 – Employee Membership
Employee enrollments are sent to membership for processing. The group is then made active. Confirmation of membership is sent.
