Quoting Underwritten Products

You can also view this guide in an interactive format with FlippingBook here, where you can flip through the pages like a real book.TABLE OF CONTENTS Account Setup Independent A...

OverviewThis article explains the general process for sending Prescreen or quoting information to a Carrier. This process includes sending Carriers a Medically Underwritten Quot...

OverviewThe Enrollment Hub encompasses every step of the Enrollment process. Enrollment starts when Prescreen, or the MHQ period, ends. As a Broker, your initial task involves c...

This article walks through how to configure a Proposal when quoting medically underwritten products for an Employer. It covers setting up the Medical Health Questionnaire (MHQ) ...

OverviewEmployees must have an account to log in to the Employee Portal and choose their plans for Enrollment. To create an account, the Employee will need an Employer Code. Thi...

OverviewIf 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 Emp...

Overview Brokers can save contact information for their Carrier representatives to save time when sending forms for either a Prescreen or Sold Group submission. IN THIS ARTICLE ...