Client Enrollments
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      Complete carrier forms

      Complete carrier forms. InsuranceMenu auto-populates most fields for you to make quick work of accurately submitting carrier forms.

      Step 1: Navigate to "Group Checklist" to work on carrier forms:

      enroll_group

      Step 2: Click on "Fill Out Forms":

      fill_out_forms

      Step 3: Click on "Fill Out". The form will appear in a pop-up window:

      employer_forms

      Step 4: Fill out the form. Validation reduces processing delays.

                     Click "Done" at the bottom of the page:

      form_filled

      Step 5: Click "Continue". 

      status_completed

      Step 6: You can edit anytime during enrollment:

      edit_forms_as_needed

       

      Last updated 5/1/2020

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