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Anticipated Enrollment

To help with employer cost analysis we can calculate potential premium based on which employees enroll or waive. After you generate a proposal, you can individually select plans for each employee, or default all employees to enroll.

Tip

Try using information from a previous carrier bill to compare cost!

Anticipated Enrollment List

You can cycle through different Plan Product tabs

View cost per employee by clicking the View Rates button

You can also Export the employee list to make changes, then Import the updated list back into the system.

Enroll or Waive Employees

To enroll or waive all employees, click the checkbox under the plan or waived column header.

Otherwise, you can enroll employees individually by using the appropriate checkbox in the employee row.

Certain product tabs allow you to include election details and will indicate special requirements. The orange icon below points out if Augustus Carter elects a voluntary GI amount of $60,000, an EOI (Evidence of Insurability) will be required

Minimum Participation Requirements

If the minimum participation requirement for the plan is not met, you will see a red X. This will adjust accordingly as you enroll or waive coverage for each employee.

Save and Continue

When finished with the anticipated enrollment page, click Save and Continue

 

Updated on July 27, 2018

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