As a Broker, you can run a report to view the plan selections for their Employers. You can run this report after the Employees select their own plan(s) or after you assign the plan(s) to the Employee accounts through Group Plan Assign.
IN THIS ARTICLE
How to download the report
You can download the Plan Selection Report from the Employer Hub. To access the hub:
- Go to the Employer Listing.
- Locate the Employer and select the ‘Edit’ button to access the Employer Hub.
- In the Employer Hub, select the ‘Enrollment’ link to access the Enrollment Listing.
NOTE: To access, the Employer must have enrollment unlocked. Enrollment can be unlocked on Step 3 of a Proposal when MHQ (Medical Health Questionnaire) is enabled or from the Employer Hub.
- In the Enrollment Listing, you can either add a new Enrollment or edit an existing one that is still open to open the Enrollment Hub.
For this example, we’ll edit an existing Enrollment.
- In the Enrollment Hub, select the ‘Plan Selection Report’ option to run the report.
Make sure that your browser's pop-up blocker is turned off. The report will automatically generate and download an Excel file.
How to read the report
In the report, we will populate the date and time that the report was generated as well as basic information on the Employer.
And the report also gives you information on the Employees, including:
- Employee Name, Employee Class (if applicable), SSN, and Date of Birth
- If the Employee completed their account (Yes or No)
- The cost to the Employee per coverage line
- The total for all coverage line(s) combined per Employee
- Each plan the Employee selected per coverage line
- Tier Employee falls into per coverage line
- Carrier selected per coverage line
- The report also provides the Employer's contribution towards each coverage line the Employee selects and the total cost per Employee.
NOTE: This report is date and time-stamped. This means that when an Employee makes changes to his or her account, they will be reflected in the next generated report. We recommend that all Brokers download the Plan Selection Report for their records right before any Sold Group submissions are sent.