Group Enroll is a new feature that will allow Brokers to affirm the plan elections for their clients. Once Carrier plans and pricing are obtained through Quote, Sell (Plan Selection), Brokers will still follow the same steps to assign that plan and set up the pricing for that plan under Manage Plans. More information on that process is available here.
After the Broker has selected the plan or plans, set up the employer contribution for the plan(s), and entered the monthly premium rates for the plan(s), the Broker will return to the Client Dashboard.
Locate the client and select Group Enroll from the drop-down menu:
You should see your plan already listed in the drop-down if you followed the steps in Manage Plan. If you don't see your plan, locate it in the drop-down menu and select it.
Select the checkbox under Assign to Employees to assign the plan to all the employees who are not waiving coverage. If you have multiple plans, you will need to select which plan you are assigning and assign it to the specific employees taking that plan.
To see how plans are assigned to dependents as well as to the employee, click the Show Family button.
If you have multiple plans, select the box for the employees taking one plan. Then, return to the top and select the second plan and select the employees taking that plan. All employees enrolling in coverage should have a plan assigned before you finish the Group Enroll process. The process for adding a second or third plan is shown here:
Select Add Plan. Select the checkboxes next to the employees with that plan.
You should now see the plan assigned to all the employees with completed FormFire accounts who are not waiving coverage. To remove the plan, select un-assign to employees.
Finally, once you assigned the plan(s) to the employees, select Complete Enrollment to finish the group-enroll process.
This will take you to the Confirmation Notice. Here, you must read the notice and select Complete if you agree or Cancel to return to the previous screen. You must click Complete to agree to continue with the Group Enroll process. If you do not agree, you may use assign plans to administer the plan and have the employees log in to accept and assign the plan instead. Once the enrollment is complete, you will be returned to you Client Dashboard.