After you receive the official quote back from Anthem and have reviewed the plans with the HR Manager, you'll then add the plan into FormFire.
Select a Plan
On the Client Dashboard, open the orange context menu and select Manage Plans.
To add a new plan, select Assign Plan under the Back button.
Use any of the filters to find desired plan. For medical plans, the correct Carrier is Anthem for SOCA BP. When you find the plan that you are looking for, select the plan and click Next.
NOTE: All plans for the Anthem for SOCA BP will be listed in FormFire. Please click the Summary of Benefits (SOB) link to confirm you're selecting the correct plan for your Client.
This will take you to the Customize Plan page. Here, you can create a custom name (like 'Base Plan' or 'Buy Up Plan') and description for the plan that the Employees will see when they complete the interview. Click Next to move to the Pricing Structure page.
NOTE: The customized name and description will only appear on the Employee's page, not on the actual form that is sent to Anthem.
At this point, select Finish to add the plan to the Client. Repeat this process if you need to add additional plans.
Turning on Plan Selection process
Make sure that you go back to your Client Dashboard open the orange context menu for your Client and select Client Details.
Then, scroll down until you arrive at Workflow Options. Make sure to click Plan Selection + Pre-Screen under Choose Workflow. This will allow the plan(s) to appear on the Employees' accounts.
Lastly, click Save in order to make the Plan Selection process live!
There are 2 options for the Plan Selection process:
- Employees can log back into their accounts, select their plans and re-sign
- Brokers can use Group Plan Assign to assign the plans to the Employees' accounts
NOTE: Group Plan Assign does NOT submit enrollment information to the Anthem for SOCA BP. This only assigns the plans to the Employees' accounts. You'll still need to send the Sold Group submission to Anthem when your Client's complete!