Configuring Workflows in Quote+

In Quote+, a Workflow is a set of rules that control how the Employee Portal works. It determines when the portal opens and closes for key activities like the Medical Health Questionnaire (MHQ), Enrollment, and Qualifying Life Events (QLE). Workflows also manage what information is required and displayed during these steps. To guide employees through the portal experience, you’ll need to set up one or more Workflows.

IN THIS ARTICLE

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Accessing Workflows

Workflow	Where to access and edit
Prescreen	Step 3: Proposal Configuration of the Employer’s Proposal for: Effective Date and Renewal Date Coverage Line Options Prescreen Open and Close Dates Prescreen Workflow Options See this article for more navigation instructions.
Plan Selection	Configure Plan Selection for: Plan Selection Open and Close Dates Plan Selection Workflow Options See this section of this article for more navigation instructions.
QLE (Qualifying Life Event)	Step 3: Proposal Configuration step of the Employer’s Proposal for: Effective Date See this article for more navigation instructions. Configure Plan Selection for: QLE Workflow Options See this section of this article for navigation instructions.

How to access Configure Plan Selection

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’ option. This will take you to the Enrollment Hub.

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 the Enrollment Hub, select the 'Configure Plan Selection' option.

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Coverage Line Options

Also called “Coverage Lines,” Coverage Line Options determine which coverage lines are available to Employees for all Workflow periods in the Employee Interview. Checkmarked options will be available in the Employee Interview while unchecked options will be omitted.

To edit Coverage Line Options, go to Step 3: Proposal Configuration in the Employer's Proposal. See this article for more information.

NOTE: Enabling the Medical, Life, Short-Term Disability, and Long-Term Disability Coverage Line Options will also enable their corresponding Workflow Options

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Dates

The Prescreen and Plan Selection dates determine the Enrollment time periods while the Effective Date determines the QLE (Qualifying Life Events) period.

• Effective Date: Coverage benefits officially become active on this date. The QLE Workflow period also becomes active on this date.
• Renewal Date: Used by some Carrier Forms and the Upcoming Renewals report.
• Prescreen Open Date: The Prescreen Workflow period starts on this date. Employees can log in to and fill out the MHQ survey section of the Employee Interview.
• Prescreen Close Date: The Prescreen Workflow period ends on this date. Employees can no longer make changes to the MHQ survey.
• Plan Selection Open Date: The Plan Selection Workflow period starts on this date. Employees can log in to Employee Interview, select their plan benefits, and if necessary, edit their MHQ survey.
• Plan Selection Close Date: The Plan Selection Workflow period ends on this date. Employee plan selections are finalized and locked. No further changes can be made until the QLE Workflow period activates.

NOTE: You can only edit the Effective Date, Renewal Date, Prescreen Open Date, and Prescreen Close Date in Step 3: Proposal Configuration of a Proposal. See this article for more information.

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Workflow Options

Workflow Options modify the information that is required and shown in the Medical Health Questionnaire (MHQ) sections of the Employee Interview.

NOTE: Workflow Options DO NOT affect the Employee’s ability to request changes outside of Enrollment if the Employee is a new hire or has a qualifying life event unless the "Lock Employee Interview During QLE period" option is turned on.

• Require Employee Medical History: This option will activate the collection of medical conditions within MHQ.
  • Normally used for both Prescreen and Plan Selection if quoting or enrolling in underwritten products. Consider using for QLE as well to expedite the following year's enrollment process.
  • Needed if the ‘Medical’ Coverage Line Option is enabled.
• Require Employee Medical History When Waiving: This option will require Employees to fill out the medical information within the MHQ, even if they or their dependents are waiving coverage.
  • Using this option for Prescreen, Plan Selection, and QLE could help expedite the following year’s enrollment process.
  • Needed if the ‘Medical’ Coverage Line Option is enabled.
  • Must have the ‘Require Employee Medical History’ Workflow Option enabled to use this Workflow Option.
• Require Employee Total Household Income: This option will require Employees to enter their total household income. Total household income is used to determine eligibility and the premium for ACA plans.
  • Only used in special cases for Prescreen. Not normally used unless you want to provide this information to Employees.
• Require Employee Life with Beneficiaries: This option will automatically enroll Employees in Life coverage and require them to enter a designated beneficiary.
  • Normally used for Plan Selection if the Employer is offering 100% Employer-paid life insurance coverage.
    Needed if the ‘Life’ Coverage Line Option is enabled.
• Require Employee STD: This option will automatically enroll Employees in Short Term Disability (STD) coverage and require them to enter a designated beneficiary.
  • Normally used for Plan Selection if the Employer is offering 100% Employer-paid STD coverage.
    Needed if the ‘Short-Term Disability’ Coverage Line Option is enabled.
• Require Employee LTD: This option will automatically enroll Employees in Long Term Disability (LTD) coverage and require them to enter a designated beneficiary.
  • Normally used for Plan Selection if the Employer is offering 100% Employer-paid LTD coverage.
    Needed if the ‘Long-Term Disability’ Coverage Line Option is enabled.
• Show Employer Contribution: This option will display the Employer Contribution.
  • Normally used for Plan Selection if the Employer would like their Employees to see how much the Employer contributes to the plan. Not typically needed otherwise.
• Show Plan Selections: This option will determine whether plans are displayed for the Group.
  • If the Plan Selection Open Date and Close Date are provided, this option will always be enabled for Plan Selection.
• Lock Employee Interview During QLE Period: This option will prevent Employees from requesting changes to the Employee Interview outside of Enrollment.
  • Can be used if ongoing benefits administration is being managed in another system.