• Configuring Workflows
    A Workflow is a set of processes in the Employee Interview. These processes control when the Employee Interview is open and closed and modify the information that is required an...
  • How to submit forms to a Carrier for a quote
    This article explains the general process for sending Prescreen or quoting information to a Carrier. This process includes sending Carriers a Medically Underwritten Quote (MHQ)....
  • How to collect total household income in the Employee Interview
    Brokers can make it a requirement for Employees to enter their Total Household Income (THI) in the Employee Interview. IN THIS ARTICLE Turning on Total Household Income for an ...