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 ...
