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Group Enrollment Process

Step 1 – Proposal
Agent enters basic company and employees information, selects quoted plans then emails proposal. Use the employee census spreadsheet to ensure the quote will be accurate.

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.

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