If you’re an Employer’s Agency of Record, you can reuse their information for the following year’s open enrollment.
IN THIS ARTICLE
Initiate a new Proposal for the Employer
If you initiate a new Proposal, it will pull in existing Employer and Employee data.
- Go to the Employer Listing.
- Locate the Employer and select the ‘Edit’ button to access the Employer Hub.
- In the Employer Hub, select the ‘Proposals’ option to view a list of the Employer’s Proposals.
- Select the ‘Initiate Proposal’ button to create a new Proposal for the Employer.
Once you’ve created the Proposal, go through each step to verify the Employer's information, add new Employees and dependents, and send out Employer Communications. See this article for more on the Proposal process.
Review and verify Carrier Forms
Verify the correct and current Carrier forms are loaded and assigned to the Employer. You can even select Employer forms, if required, to be filled out by the Carrier. See this article for more on assigning Forms to an Employer.