Here is a list of resources to help you prepare for and navigate open enrollment easily.
Administer Your Client’s Users
Quickly Communicate With Your Clients
Use Employer Communication to email links and resources directly to your client’s Employees. Send welcome letters and application reminder letters for account creation and Medical Health Questionnaire (MHQ).
Easily View Your Carrier Information
Wondering if we have your plans available yet? Here are the states that we have plans for each carrier for each quarter.
Don’t see your plan? Submit your request to add a plan, census, or form.
- How to send in a census request to FormFire
- How to send in a form request to FormFire
- How to send in a plan request to FormFire
Use Preview Forms and Generate Census to review group information before submitting to the carrier. Assign plans through Manage Plans for employees to select. Use the request forms if a carrier form, census, or plan needs to be added.
- How to generate a census in FormFire
- How to assign plans to a Client for plan selection
- How to preview forms for a Client
Communicate With the Carrier
Use the Document Center to store and submit additional forms to the Carrier for Prescreen and Plan Selection.
- How to use the Document Center
- How to submit forms to a Carrier for a quote
- How to submit forms to a Carrier for enrollment
Add New Brokers to Your Agency
Additional Training Resources and Workshops
Navigating Busy Season: Prescreen Workshop
If you prefer live training sessions with Q&A, sign up for these workshops:
- Navigating Busy Season: Prescreen Workshop
- Navigating Busy Season: Enrollment & Plan Selection Workshop
Open Enrollment Season Resources
Utilize the Open Enrollment Season Resources to help you save time with prospect and client communication, streamline commissions processing, and more during enrollment season.