How to assign plans to an Employer for Plan Selection in Quote+

Overview

After Carrier plans and pricing are obtained for a medically underwritten quote from the Employer Hub, the Assign Plans process can begin.

See this section of the article for more on how to use the ACA Rate Table when assigning plans.

IN THIS ARTICLE

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Select a Plan

To access plan management for an Employer:

Go to the Employer Listing.

Locate your client and select the ‘Edit’ button to access the Employer Hub.

In the Employer Hub, select the ‘Enrollment’ link to access the Enrollment Hub.

NOTE: To access, the Employer must have at least one open Proposal, and the Medical Health Questionnaire turned on. See this article for more information.

In the Enrollment Hub, select the ‘Manage Plans’ link to view and assign plans to the Employer.

To add a new plan, select the ‘Assign Plan’ link. Any plans that have already been loaded will show in this space.

Use any of the filters to find the desired plan. Review the dropdown menu in case there are multiple prescription options. Choose the plan you want and select the ‘Next’ button to continue to the Customize Plan page.

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Customize Plan

On the Customize Plan page, you have the option to create a custom name (like 'Base Plan' or 'Buy Up Plan') and description for the plan. Employees will see this custom name and description when they complete the Employee Interview.

NOTE: The customized name and description only appear on the Employee's account, not on the actual form that's sent to the Carrier.

When ready, select the ‘Next’ button to continue to the Pricing Structure page.

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Pricing Structure

On the Pricing Structure page, you will choose either Age Banded or Composite for the plan's rating.

Then, select the Employer Contribution towards the cost of the plan from the following options:

• Dollar
• Percentage
• Dollar Advanced
• Percentage Advanced

Enter the value for the Employer Contribution, the symbol is already included for you on the left-hand side of the screen.

Select the ‘Next’ button to continue to the Load Rates page.

How to use the ACA Rate Table when assigning plans

Make sure the ‘Age Banded’ option and the ‘Use ACA Rate Table’ box are selected.

Enter the base rate of plan and contribution and select the ‘Next’ button. Review the quotes and select the ‘Finish’ button to assign the plan.

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Load Rates

On the Load Rates page, add in your quote rates (premiums) without any deductions and select the ‘Save’ button to complete.

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Turn on Plan Selection process for Employees

Go to the Employer Listing.

In the Employer Listing, locate your client and select the 'Edit' button to access the Employer Hub.

In the Employer Hub, select the ‘Client Details’ option.

NOTE: To access this option, the Employer must have at least one open Proposal, and the Medical Health Questionnaire turned on. See this article for more information.

In Client Details, make sure to select the correct Pay Period under Employer Info.

Then, scroll down to Plan Selection. Fill in the Plan Selection Open Date and Close Date fields.

Save your changes and the plan(s) will automatically appear in the Employees' accounts on the Plan Selection Open Date. If the Plan Selection dates are empty, Employees will not see the Benefits tab during the Employee Interview.