How to add an Employer
If an Employer (also known as a client or group) already exists but is not part of your book of business, all you need to do is perform an Agency Transfer. Otherwise, you can cr...
Navigating the Employer Listing
The Employer Listing shows all Employers that are currently associated with your Agency.
See this article for more on how to create a Proposal for an Employer.
IN THIS ARTICLE
How to locate an Employer Code as a Broker
The Employer Code is a unique identifier for each Employer. Employees and benefit administrators need the Employer Code to create an Employee account. The Employer Code is locat...
How to enable and access the Employer Medical Info page
Employer Medical Info is an optional questionnaire that is accessible to HR Managers from the HR Dashboard. This questionnaire collects additional Employer details for various E...
How to effectively use Employer Communication
Employees must have an account to log in to the Employee Interview and complete the Medical Health Questionnaire (MHQ). To create an account, the Employee will need an Employer ...
How to assign Brokers to an Employer
Assign Brokers to Employers as primary and secondary contacts.
To access or edit the Team Member contacts for an Employer:
Go to the Employer Listing.
Locate your client and s...
How to turn off medical history questions for Employees
If you’re quoting underwritten products, you will typically need Employees to complete the Medical Health Questionnaire (MHQ). However, there may be times when you don’t need th...
What if an Employer's Tax ID number is already in use?
When creating a new Employer, you might receive a notification saying their Tax ID number is already in use.
If that happens, take these steps:
Make sure the Tax ID number was ...
How to lock Employee Interview during QLE period
If you're using a third-party tool for ongoing benefits administration, you can lock the Employee Interview during the QLE (Qualifying Life Events) period to prevent Em...