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Invite employer to manage their own enrollment

Once you've confirmed a plan selection, you can invite your employer client to complete the rest of the Group Checklist to capture employee elections and complete carrier forms.

This optional step allows you to invite a group administrator designated by your employer client to complete all of the enrollment tasks and activities from their own secure portal. You can always assist from your dashboard and work alongside them in real time.

Step 1: Send an email invitation to complete the enrollment

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Note this person doesn't have to be the primary decision maker or owner at the company.

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Step 2 (if necessary): Note the time of invitation and resend if needed

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Here is a video tutorial:

Last updated 5/1/2020

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