Important Note for Agencies: If you’re scheduling this training on behalf of an agency, please do not distribute the scheduling link to individual employees. Instead, book one session for your agency and forward the meeting invite to all relevant team members who should attend.
This session will cover the following key topics:
- Logging in to the platform
- Navigating the interface
- Creating groups
- Multi-carrier quoting
- Submitting UHC Level-Funded groups for preliminary underwrititng
- Creating an enrollment
- Selecting plans
- Using the enrollment checklist
- Carrier installs (UHC and Humana)
- Handling non-install enrollments
- Employee Navigator data transfer