Overview
You can securely send forms for a single Employee within an Employer using our Send Forms tool. If an Employee creates an Employee account and needs to enroll in coverage outside of open enrollment, you can send their information to the Carrier.
IN THIS ARTICLE
How to send a form
You can send forms in the Employee Hub. To access the hub:
- Go to the Employers page.
- Find the Employee's Employer. Select the kebab menu, then choose Edit to access the Employer Hub.
- In the Employer Hub, select View in the Employees section to access the Employees page.
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.
- On the Employees page, find the Employee. Select the kebab menu, then choose Edit to access the Employee Hub.
Note: The Edit option will only show if the Employee has already created an Employee account.
- In the Employee Hub, select Send Individual Form.
Note: You can also access the Employee Hub in Step 2: Employee Demographics of a Proposal. Please note that the Employee will still need to have an Employee account for you to access the hub.
On the Send Individual Form page, you will see the name of the Employee in parentheses. Follow the normal Send Forms process to send directly to the Carrier.
Similar to Employers, the Employee MUST have completed the Employee Interview before you can send any forms out to a Carrier.
You can check the Employee’s status in the Employee Hub or the Employee Demographic step of a Proposal.
Employee Hub