The following article explains the general process for sending enrollment information to a carrier. Sold Case submission requirements will vary per carrier. It's helpful to ensure the conditions below are met to enable data sending.
Sold Case Submission Basic Requirements
With any Sold Case submission, the group must display a "Complete" Employee Enrollment status.
If required by the carrier, have the HR Manager fill out information in the Employer Group Medical Questionnaire. (This will be on the HR Manager's Dashboard)
You will then need to activate the groups DALs to submit to the carrier.
Once those requirements are met, you will then be able to submit the completed applications to the carrier.
Submitting Forms Through FormFire
Click the orange context menu box on your Client Dashboard and select Send Forms.
Now, you can set up the sold group submission. Under submission type, select Sold Group. You will then select a Carrier and Form from the drop-down menus.
Please note: all forms with a prepended "~" will not map any medical conditions.
Turn on or off the coverage lines needed for this specific submission by clicking the squares.
If you need to add any notes regarding your submission to the carrier, you can do so here in Notes for Carrier. This will be added to the email that the carrier receives.
Attach any additional required documents (Ex. Employer wage and tax documents) first by clicking the blue Upload Additional File button. You can also attach files into the Document Center and they will automatically populate here.
Please note that we will automatically attach a census for your submission in the Attach Files section. This will attach once you have selected your carrier and form.
Make sure to Categorize your file from the drop-down menu.
Then, you will be able to upload the file from your computer by clicking Choose File. Lastly, you will select Upload File to attach it to your submission.
In Recipient, you will type in the first and last name of your contact at the carrier, along with their email address.
The password will need to be between 8 and 15 characters long and to share with the carrier contact outside of FormFire (via email or another method)
The Carbon Copy section is optional. Once this section has been filled out, click Send.
Before your forms are sent to the carrier, a Send Form Attachments pop up menu will appear that will allow you to review the attachments your submitting in addition to the employee's forms.
If you need to add or remove any of the attachments, please select Cancel.
If the attachments are correct, please select Send Forms.
What the carrier underwriter contact receives:
The carrier receives an email with a link to access the groups forms.
After the link is clicked the contact is directed to a page where the password is needed to download the group's forms.
Please note: The link must be accessed within 10 business days or it will expire. The link may only be accessed for 5 clicks, after which the user cannot access the group's forms due to security protocol.