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  1. Knowledge Base | Quote+
  2. Quoting & Enrollment
  3. Enrollment for Underwritten Products

Enrollment for Underwritten Products

  • 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...
  • 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...
  • 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 ...
  • 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...
  • 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...
  • 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...
  • 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 ...
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