The QLE ancillary application notification allows Brokers to track Employee change requests outside of Enrollment for Clients with ancillary coverage lines, such as dental, life, STD, LTD, etc.
NOTE: This notification alerts Brokers to QLE (Qualifying Life Event) changes for Clients that only have ancillary lines of coverage. If the Broker has a Client with the ‘Medical’ coverage line, the Broker should use the ‘A user signs off on their application’ notification to receive QLE change notifications.
How to enable QLE ancillary application notifications
Go to Account Setup.
Check the ‘A user signs off on a QLE ancillary application’ box.
- Save changes.
When the Broker will receive notifications
If a Client has the ‘Medical’ coverage line turned off, the Broker will receive an email every time the Client’s Employees change their dependent or ancillary coverage information after the Workflow Effective Date.
The email will have the subject line, "Miscellaneous change(s) by [Employee Name] in group [Group/Employer Name]".
How to prepare Forms for QLE
If a Client’s Employee Forms are set up for QLE, the QLE ancillary application notification will include a link to download the forms. The Broker can review these forms and see what changes were made. Visit this article for more on assigning forms to Clients.
To set up Employee Forms for QLE:
- Go to the Manage Forms page.
(Optional) Add Employee Form. Skip if an Employee Form has already been added.
Check the ‘Use for QLE changes’ box.
- Save changes.