Help Center - Help Center

Help Center

SMALL GROUP USER GUIDES

Welcome to Benefitter

- Requesting an account

- Activate your account

- Quick Start- Quoting

- Quick Start – Enrollment

- Quick Start – UHC Fully Insured Enrollment

Getting Started

- Create a Group

- Add Census

- Create a Proposal

General Information

News and Information

- Announcements

- Newsletter

- Carrier Data in Benefitter

- Training Calendar

General Information

Support

- Contact Us
- Account Registration

- Go to Benefitter

- Privacy Policy and Terms of Use

Fully Insured Path

- Create Proposal

- Select Plans

- Adjust Rates/Contribution

- Distribute Proposal

- Finalize Proposal

- Create Enrollment

- Employee Elections

- Employee Election Experience

Humana Electronic Submission

- Request Group ID

- Sign Electronic EGA

- Submit for Installation

- Download Member IDs

Paper Submission

- ACA Elections Spreadsheet

- Additional Document

- Submit to Carrier Website

UHC Level Funded Path

- Level Funded Process Overview

- Preliminary Underwriting

- Underwriting Options

- IMQ or Census Based

- IMQ Employee Experience

- Supporting Documents

- Select Plans

- Adjust Rates/Contribution

- Distribute Proposal

- Create Enrollment

- Employer Group Application

- Collect Signatures

- Employee Elections

- Employee Election Experience

- Final Underwriting

- Review Final Quote

- Submit for Installation

- Download Member IDs

- Upload Other Medical Questionnaires

Employee Navigator

- FAQ

- Transfer Data from Benefitter to Employee Navigator

- Export – step by step instructions

FAQ’s How do I?

- Update the Census

- Delete EE record from census

- Change Enrollment Tier

- Change Proposal Settings

- Share Proposal

- Remove plan from proposal

- Change rate type

- Adjust Employee Contribution

- Favorite Plans

- Create New Plans

- Download Proposal

- Change Elect End Date

- Resolve Pend Request

- Communicate w/Underwriting

- Update the Online EE Group App

- Update the Paper EE Group App

- Supporting Documents

- Upload Agent of Record Letter

- Add Plans

- Copy and Edit Plan

- Click Benefitter logo go agent homepage

- Agent Home Page – Groups Filtering

- Healthsafe ID Employee Account

- TransConnect GAP Plans

- Add Plan(s) to Enrollment

- Add Contrib&Vol Plans to proposal