Reporting Basics

Overview The Medical Condition Summary Report is designed to review the overall medical situation of a Client through the medical conditions reported by their Employees. In eval...

Overview Reviewing the Employees is an important step to help you keep track of an Employer's progress throughout the quoting and enrollment processes. To help, we have an Emplo...

Overview Perhaps your Agency wants to view your entire book of business on a single document. NOTE: A Group is considered active if any of its Employees have logged on within th...

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 p...