Master Open Enrollment

More Missions to help you have a successful Fourth Quarter

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Mission 1: Open Enrollment Decisions

• Are you updating, adding, or changing existing benefits?
• Will this Open Enrollment be:
  • ACTIVE? (All employees are required to login and make changes otherwise coverage is lost)
  • PASSIVE? (Only employees who want to make changes need to login and all other coverages - with exception to flex plans - will be carried over to the new plan year)
• Complete the EDI Rollover Form located here.
• Reach out to your dedicated CRM to review any updates/additions/changes.

Our EDI feed modification timeline is 30 days from receipt of all carrier documentation/information needed to update the current feed. While development of new EDI feed is 60 days from receipt of all carrier documentation/information.

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Mission 2: Review your Life and Disability Plan Setups

• Do you understand the various options when building Life plans?
• Does your Life plan(s) offer:
  • A Flat Amount?
  • X-Times Increments?
• What about Disability plans?
• You can review our Best Practices for these plans here.

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Mission 3: Integrations

Request your Project Authorization NOW for any new integrations or any existing integrations that need to be rolled over.

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Mission 4: Update your Life Events

In our bug fix to the Qualifying Life Events section, we set events to 0 so that our update would not adversely affect any employees in the middle of an enrollment and allow for you to determine whether they are eligible or not.

• Update the retro and future dates of your Qualifying Life Events
• Review any pending employee Life Events and approve/deny as necessary

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Mission 5: Review Our Video Library

• Did you know we have a series of videos to help you improve how you use the system?
• Check them out right here!
• We have recently added new videos and bet the most helpful for you this week would be the "Rollover Training" one (hint: it's the third one down). Keep rolling, rolling, rolling those plans!

https://vimeopro.com/user19873815/customer-support-training-videos