Group Plan Assign allows Brokers to affirm the plan elections for their Clients. Once Carrier plans and pricing are obtained through Quote, Brokers will follow the same steps to assign the plan(s) and set up the pricing under Manage Plans. More information on that process is available here.
After you've selected the plan or plans, set up the Employer contribution for the plan(s), and entered the monthly premium rates for the plan(s), you will return to the Client Dashboard and can begin the Group Plan Assign process.
To begin, locate the Client on the Client Dashboard and select Group Plan Assign from the drop-down menu:
On the Group Plan Assign page, you'll see the following items:
- Name of the Client (in parenthesis)
- The link to add plans on the Manage Plan page
- The plan(s) already listed in the drop-down if you followed the steps in Manage Plan
Under Assign to Employees, you'll have the ability to add the plan to the Employees accounts. This can be one plan to all Employees or more than one plan to different Employees.
To assign one plan to all Employees who aren't waiving coverage, first select the plan to assign by clicking the Select button. This changes the text to say Selected. Then check the box by the Last Name column. The plan name then appears under the Plan column.
To see how plans are assigned to dependents as well as to the Employee, click the Show Family button.
If you need to add multiple plans, follow the steps below:
After assigning the first plan, select the next plan to assign by clicking the Select button. This changes the text to say Selected.
Then, check the boxes next to the Employees that will be selecting the newly added plan.
Finally, once you assigned the plan(s) to the Employees, select Complete Plan Assignment to finish the Group Plan Assign process.
This takes 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.
Once the plan assignment is complete, you will be returned to you Client Dashboard. At this point, you can send your completed Client to the Carrier for enrollment.
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