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Navigating the Enrollment Hub
The 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 configuri...
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Configuring Workflows for Enrollment
After the Prescreen period is complete, you can start Enrollment, also known as Plan Selection, in Quote+. To initiate Enrollment, you will first need to configure the Plan Sele...
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How to send Enrollment Communications
Employees 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. This code i...
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Closing a Proposal
After completing Enrollment, you are ready to close the Employer's Proposal. Closing a Proposal finalizes the details and allows you, as a Broker, to submit feedback about any C...