• How to assign plans to an Employer for Plan Selection
    After Carrier plans and pricing are obtained for a medically underwritten quote from the Employer Hub, the Assign Plans process can begin. See this section of the article for mo...
  • How to use Group Plan Assign
    Group Plan Assign allows you to affirm the plan elections for Employers. Once Carrier plans and pricing are obtained through a Proposal, you will follow the same steps to assign...
  • How to use the Document Center
    You, as a Broker, and HR Managers can securely store and share files in the Document Center. IN THIS ARTICLE How to access the Document Center How to add documents How to reque...