After you receive the official quote back from Anthem and have reviewed the plans with the HR Manager, you can then add all plans for your Client 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 noted below to find desired plan or plans that will be offered to your Client. Remember that the correct Carrier to use for both medical and ancillary products is Anthem for SOCA BP. When you find the plan that you are looking for, select the plan and select Next.
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. Select Next to move to the Pricing Structure page.
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
When 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, select 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