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How to assign products and employer contributions by Employee Class in Quote+
OverviewAfter defining and adding Employee Classes to an Employer record, you can assign products to specific classes in both Proposals and Enrollments. In Enrollment, you can a...
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How to create an Enrollment and configure Plan Selection for an Employer in Quote+
Overview
Setting up enrollment in Quote+ is a key step after prescreen and quoting are complete. This article shows you how to create an Enrollment and configure it for Plan Sel...
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How to assign products to an Employer for Plan Selection in Quote+
Overview
After Carrier products and pricing are obtained for a medically underwritten quote or enrollment is unlocked for ACA from the Employer Hub, the Assign Products process ...
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How to use Group Plan Assign in Quote+
OverviewGroup 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 t...
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How to assign forms to Employers in Quote+
OverviewAs a Broker, you can assign forms to Employers so Employees can review their information. This article explains how to change and add new form/application items from tho...
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How to use the Document Center in Quote+
OverviewYou, 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...
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How to submit forms in Quote+ to Humana for enrollment
OverviewThis article explains the general process for sending enrollment information to Humana. We recommend discussing these requirements with your contact at Humana to ensure ...