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How to interpret the Medical Condition Summary Report
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 evaluating th...
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How to view the Employee Status Report
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 Employee Statu...
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How to view the Current Client Report
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 the last ye...
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How to download the Plan Selection Report
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...