Enrollment and Benefit Administration
Processes and Procedures
for Brokers/Primary Users
URL: www.nshs.bswift.com
CareConnect Call Center: 855-706-7545
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Table of Contents
SECTION I: ACCESSING THE GROUP/INDIVIDUAL SYSTEM ............................................................................. 3
SECTION II: FINDING A SPECIFIC EMPLOYER GROUP ......................................................................................... 4
SECTION III: LOOKING UP AN EMPLOYEE OR INDIVIDUAL ............................................................................. 5
SECTION IV: RESETTING AN EMPLOYEE PASSWORD ......................................................................................... 9
SECTION V: IMPERSONATING A USER (USED TO ENROLL MEMBERS) .................................................. 11
SECTION VI: NEW HIRE PROCESSING………………………………………………………………………………...13
SECTION VII: LIFE EVENTS………………….……………………………………………………………………………...17
SECTION VIII: TERMINATION........................................................................................................................................ 24
SECTION IX: COBRA ACTIVATION .............................................................................................................................. 26
SECTION X: CLIENT QUICK LOOKUP REPORTING FOR BROKERS.............................................................. 29
SECTION XI: VIEWING EMPLOYEE ELECTIONS VIA BENEFIT COVERAGES ............................................ 31
SECTION XII: ADDING DOCUMENTS TO THE LIBRARY .................................................................................... 36
SECTION XIII: INTRODUCTION TO EXCHANGE ADMIN……………………………………………….…….…40
SECTION XIV: HOW TO COMPLETE A GROUP APPLICATION FOR BROKERS……….………………..43
SECTION XV: PROCESSING APPLICATIONS FOR BROKERS........................................................................... .53
SECTION XVI: PLAN OFFERINGS AND DEFINED CONTRIBUTIONS ........................................................... .60
SECTION XVII: THE RENEWAL APPLICATION....................................................................................................... .64
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Section I: Accessing the Group/Individual System
Each Broker will only have access to Individuals and the Employer Groups he or she is assigned to within the
CareConnect Insurance system. For Brokers in order to see additional Individuals or Employer Groups an
official Broker of Record change must be requested through the appropriate channels. For additional
questions, please call 855-706-7545.
To begin, visit www.nshs.bswift.com and login.
Important Note: Login credentials will differ for Brokers versus Employer Groups (Employees/HR
Managers/Employer Contacts). All first time users will be required to change their passwords.
 Throughout this guide HR Managers/Employer Contacts will be referred to as Primary
Users.
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Section II: Finding a Specific Employer Group
1. From the Home page, select Role in the top navigation bar.
2. Click on Manager under Role of the specific Employer Group. This will bring you to the home page of that
group.
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Section III: Looking Up an Employee or Individual
Brokers & Primary Users may look up an Employee in one of two ways:
1. Directly from the CareConnect Parent Site after initial login.
2. After landing at the proper employer site as shown in Section II: Finding a Specific Employer Group.
From the Home Page, click on Admin>User Admin
Important Note: This first step will be the same for looking up an Employee at a specific Employer
Group site as well as at the CareConnect Group Parent Site.
1. Looking Up an Employee (Directly from the CareConnect Group Parent Site)
i. Search for an Existing User will appear immediately upon clicking User Admin.
ii. The Search: box allows an administrator to search by the following:
a. Last Name
b. First Name
c. SSN
d. Employee ID
ii. Click Include Users of Child Clients to search ALL of your Employer Groups. Leave this box
unchecked to search for Individuals only.
iii. Click Search
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iv. Under Last Name, click the appropriate Employee or Eligible Individual. Selecting an
Employee will re-direct you to the specific Employer Group site in which the Employee is
located within the system.
a. A warning pop-up will inform you that you are leaving the CareConnect Group
site to be directed to an individual employer (i.e. Child Client) site.
Important Note: Individuals are categorized by the SUBSCRIBER Benefit Class. All employees are
categorized by the EMPLOYEE Benefit Class.
v. Upon redirection to the Employer Group’s site (see Group Name, Large Group Test 2, at
the top of the left- hand navigation bar), you will be brought to the Employee’s
demographic tab.
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2. Looking Up an Employee (After navigating to the proper Employer Group site as shown in Section II:
Finding a Specific Employer Group)
a. Search for an Existing User will appear immediately upon clicking User Admin.
a. Note: When at an Employer Group site you will NOT see the small check box
Include Users of Child Clients under the Search box.
b. The Search text box allows an administrator to search by:
a. Last Name
b. First Name
c. SSN
d. Employee ID
c. Click Search
Using the Advanced Search (see options below) will apply both at the parent site as well as a specific Employer
Group site.
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1. In the Advanced Search options you can search by:
a. Names (First Name Only or Last Name Only)
b. Users (Applicant Only, Testers Only, Dependents Only, or Applicant + Dependents)
c. Employment Status
d. Benefit Class
e. Department
f. Division
g. Location
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Section IV: Resetting an Employee Password
After 3 incorrect attempts at logging in, Employees will be locked out of the system and their password will
need to be reset.
1. Search for the Employee or Individual (see Section III: Looking Up an Employee or Individual)
2. If locked out, the Login Enabled field on the Demographics (View/Edit) page (located from the lefthand navigation bar) will be set to No under the Login Information section.
 Note: If the Employee has attempted to login but has not yet been locked out, a -1 or -2 next to
Login Enabled. This means they have unsuccessfully tried to login once or twice.
3. Click Edit next to Login Information
4. On the Login Information page:
a. Click Yes next to Login Enabled
b. Check the box next to Reset Password
c. Click Save
Note: The password can be reset to the user’s date of birth in MMDDYYYY format, or it can be
reset via email or via SMS to employee. For a password reset via email, the employee must
have an accurate email in the system. For a password reset via SMS, the employee must have a
mobile number as well as not opt out of receiving SMS/text messages. A password cannot be
restored to the Employee’s previously created password. The Employee can change the
password at the next login.
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Section V: Impersonating a User (Used to Enroll Members)
Impersonate User allows Brokers/Primary Users to view the system as an Employee or Individual would see it.
The most common reason for Impersonate User is to process an enrollment on an Enrollee’s behalf.
To impersonate, do the following:
1. Search for the Employee or Individual (see Section II: Looking Up an Employee or Individual)
2. Click Impersonate User from the left-hand navigation bar
3. Click Impersonate.
4. The impersonate view is exactly what an Employee sees. To end the Impersonation, click End
Impersonation link at the top of the page. This will return to the Administrator view of the Employee
record.
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Important Note: If a change is made by a Broker/Primary User while impersonating an Employee,
that change will update the system and the Broker/Primary User‘s name will be identified as the user
who saved the record.
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Section VI: New Hire Processing
All Newly Hired Employees must be manually entered into the system by a Broker/Primary User. Once
added, the New Hire enrollment window (based on the Employer Group’s rules that are set up within the
application) will open.
Adding an Employee to an Employer Group MUST be done at the Employer Group site.
1. Click Admin>User Admin>Add a New User
2. Fill in the required fields
a. The fields listed below are required in order to save the new hire’s record. (these fields are
denoted by asterisks)
i. First Name
ii. Last Name
iii. Social Security Number
iv. Date of Birth
v. Gender
vi. Address 1
vii. City
viii. State
ix. Zip
x. Login Enabled
xi. Username**
xii. Division
xiii. Hire Date
xiv. Employment Status
**Username must be the exact naming convention mentioned in the CareConnect Insurance Company login
screen for Employees.
 Username: First Initial of First Name, First 3 Letters of Last Name, Last 4 of SSN
 Example: John Smith (SSN: 000-00-1234) = JSMI1234
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Important Note: In order to proceed with enrolling the employee you must hit the save button on
the bottom of the page.
3. Process the New Hire Enrollment
a. Enrollment can be completed by the Primary User/Broker impersonating a user or by the
Employee.
b. Click Impersonate User to continue the enrollment process.
c. Click Enroll Now and step through the enrollment process.
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Section VII: Life Events
Brokers/Primary Users can process a life event for a member of a group. Please refer to Section V:
Impersonating a User (Enrolling a member), then proceed with the steps listed below:
1. From the Home Page, locate the My Profile header and click the appropriate link. below
2. From the Life Event page, select the applicable life event from the drop-down list.
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3. Enter the Life Event Date.
4. Click Save.
5. If the life event requires the addition of a dependent, you will be prompted to add the dependent to
the group enrollment system.
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6. Once the dependent’s information has been added, click Save.
a. A pop-up text box may appear indicating that the addition of the dependent will pend for
approval.
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7. Verify the information submitted is correct. If not correct, click Cancel. If correct, click the box next to I
verify that all the above Life Event information is correct, then Save.
8. The User will be brought directly to the Home Page indicating a Life Event Enrollment is in progress.
The enrollment window can be accessed from the Employee Home Page any time during the Life Event
period.
9. Click Change My Elections.
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The User will be required to verify the Employee and Family Information prior to accessing the
enrollment.
Note: The User must attest that both the Employee and Family Information are correct, by clicking I
agree.
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10. From the Select Your Benefits page, elections or changes to elections can be made.
11. When complete, click Continue.
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12. Once the life event enrollment is complete, the Broker/Primary User should refer to Section IX:
Processing Pending Enrollments for next steps.
Important Note: Once an Broker/Primary User completes the Life Event election(s), the enrollment will
pend for approval. This means the Broker/Primary User must submit proper QLE documentation in order
for the application to be approved.
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Section VIII: Termination
When an Employee is terminated, the Broker/Primary User must login and process the termination as
described in the steps below.
1. Search for the Employee by following the instructions in Section III: Looking up an Employee.
2. Click the Terminate Employment link (bottom left of display).
3. From the Terminating Employee page, enter Termination Reason, Last Day Worked, Termination
Date, & Termination Code.
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4. Click Save.
5. A pop-up window will appear that allows confirmation and change of the Last Day Covered.
6. Click Save.
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7. The Employee (and dependents, if applicable) are now terminated. This termination information will
be processed on the next eligibility file to CareConnect.
a. To confirm, click on the Employment tab from the view/edit page for the Employee. The
Employment Status should display as Not Active and Termination Information should appear.
COBRA Activation
1. Navigate to Admin>User Admin and search for and select the appropriate member
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2. On the left-hand navigation, select Activate COBRA. Enter in the appropriate effective dates---the
member’s COBRA benefit class effective date and the member’s COBRA employment status effective
date
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3. Once the appropriate COBRA effective dates are saved, select Click here to setup COBRA benefits
enrollment
4. Immediately after clicking save, select Go to Enrollment to enroll the member in COBRA benefits
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5. Upon clicking the link you will be brought to the Special Enrollment set-up page, where
Brokers/Admins can set up a Special Enrollment for the COBRA member. Select COBRA Activation as
the reason for change and enter in the appropriate Effective Date that signifies when benefits should
be effective. Click Save
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Section X: Client Quick Lookup Reporting for Brokers
Brokers have convenient access to reporting on specific Employer Groups from the CareConnect Group Parent
Site. This functionality is called Client Quick Lookup and is accessed from the Home page.
1. Clicking on Client Quick Lookup will bring up a pop-up box where Employer Groups assigned to the
Broker are searchable. Brokers will only ever see Groups assigned to them.
2. Once the Employer Group has been located, a list of available Snapshot reports will appear.
The following Snapshot reports available for Brokers:
a. DPTattribution– This report gives a list of covered Employees and dependents in the specific
Employer Group along with the group enrollment products they are enrolled in.
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b. Employee and Dependent Census – This report provides employee census information within
the specific group. Information contained in this report includes Employee addresses, date of
births, hire date, etc.
c. Member ID Census-This report provides enrollment information within the specific group.
Information contained in this report includes Relationship, Benefit Plan Name, Cost/Tier
Effective Date, Coverage Tier and Medical Member ID.
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Section XI: Viewing Employee Elections via Benefit Coverages
Viewing Employee enrollment data can be done without impersonating an Employee. Viewing Benefit
Coverages is a quick way to view or confirm an Employee’s benefit election(s) or election history in group
enrollment.
1. Search for the Employee by following the instructions in Section III: Looking up an Employee.
2. Click on Benefit Coverages from the left hand navigation. This will display the Employee’s most
current benefit election(s) with CareConnect Group.
3. In Benefit Coverages, the following information can be viewed:
 Benefit Plan Name
 Coverage Tier
 Effective Date
 Employee Monthly Cost
 Employer Monthly Cost
 Covered/Not Covered Dependents
4. Benefit Coverages allows the user to View Active or Pending elections. This will help indicate whether
CareConnect has received the enrollment information. Text is displayed under any pending election
when the indicator Pending, if exists, otherwise Active is selected.
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5. To view the election/coverage history of an Employee from the Benefit Coverage page, click on the
benefit plan type name.
6. The Coverage History and Costs page will display active benefit history (including changes).
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7. To view all past enrollment activity, click Show All Enrollment Activity.
8. To view additional insurance and physician information, click the blue carrot next to the
Employee/Dependents name. This information includes the Group Name and ID, Reason for Change,
Deduction, PCP name and ID, and if they are an Existing Patient. The Reason for Change (i.e. Open
Enrollment, Life Event, New Hire Enrollment) and the date of the change will display.
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9. Notes can also be added, edited, and deleted by clicking the gray pencil next to the blue carrot.
Clicking this will bring you to the Edit Note screen.
Once text is added in the text box, click Save or Save & Add Another for another note to be added. You can
click Cancel to return to the Coverage History and Costs page. The note text will show below the enrollment
activity.
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Section XII: Adding Documents to the Library
Customized documents can be added within the Library tab at employer sites. These documents can include
full benefit enrollment guides, communications to Employees, helpful tips, etc. Follow the instructions below
to add documents to the Library:
1. Primary Users will land on their group’s site when logging in, and may proceed with step 2.
Brokers must choose a specific employer site on which to add documents (follow the instructions in
Section II: Finding a Specific Employer Group) to select a group. Brokers can ONLY add documents to
individual Employer Group sites.
2. Once on the desired site, click the Library>Content Admin tab in the top navigation bar.
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3. To add new content that Employees can see, click Add New Content.
4. A drop down will appear that will allow the user to choose what type of content is to be added. See
the screenshot below:
5. On the Content Maintenance page, documents and/or links can be added and shown to Employees.
This page will differ based on the type of content chosen to upload. The screenshot below is an
example of how to add a document.
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6. Upload the document or add a link.
7. Once you go back Content Admin page, click the document created to add in details and permissions
8. If the document or link should show on the Employee Home page, check the Feature Content box.
9. Click Save.
10. If Feature Content was selected, then the link or document will display on the Employee Home page or
the Employee’s Library tab.
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Section XIV: Introduction to Exchange Admin (Group Application Process for
CareConnect)
Brokers can view and complete Employer Applications for the Groups they are assigned to in the system. This
is a convenient way to keep track of a group’s renewal date as well as process any necessary changes or
updates for a new or renewing Group.
All Brokers’ Employer Group Applications can be viewed via the CareConnect Group Parent Site or directly
from the Employer Group’s site.
Employer Applications under Exchange Admin
1. Click Group Manager from the Exchange Admin tab dropdown list.
2. The Group Manager page will appear. The broker can utilize the Group Manager’s search
functionality to locate their group(s) application.
 Group Name
o Group name that was entered when the group was initially created in the system.
 Group Number
o Group number that was entered when the group was initially created in the system.
 Exchange Effective Date
o Displays the group’s effected date within the group enrollment platform.
o Auto-Renewed Groups will be future dated a year.
 Example: 8/1/2014
o If a broker is attempting to locate an application for a renewal group who is currently
submitting plan year/application changes, they will need to search on the current plan
year effective date instead of the renewal effective date.
 Example: Group ABC is auto-renewed for 08/01/2014 but submits plan
year/application changes. Effective Exchange Date is set back to 8/1/2013
temporarily until processing is complete.
 Application Status
o Drop Down Options:
 Application in Progress
 The broker/primary user is in the process of completing the application
but has not submitted for approval. The broker/primary user may log out
of the application and log back in at a later time if they wish to finish
later.
 Application Pending
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
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This application has been completed, but no one has approved or
rejected it yet. At this point, the data in the application is no longer
editable.
Client Site Creation Pending
 The group’s application is in development. Each application is processed
in the order of receipt.
Client Site Configuration in Progress
 Application has been approved and the Employer Group (client) site is
being set up.
Pending Rate Import(s)
 The rate import status is preventing the application from being
approved. Once a new rate import has been successfully uploaded, or
client determines errors are not an issue, the application can be moved
to the Group Elections in progress status.
Group Elections in Progress
 This client is setting up Defined Contributions prior to starting company
enrollment.
Enrollment Created – Not Started
 An enrollment window has been created, but its start date has not yet
been reached.
Enrollment in Progress
 The Employer Group (client) has set up their defined contributions and
clicked “Start Enrollment” (creating an enrollment window for
Employees).
Enrollment Complete – Pending Audit
 The Employer Group (client) completed enrollment and is awaiting
approval from a group enrollment administrator.
Underwriting Review
 This application is in underwriting review.
Pending Payment
 A payment is pending for this application.
Active In Exchange
 The Employer Group (client) has been approved, set up defined
contributions, and completed an enrollment period.
Renewal Window Open
 The Employer Group’s (client) membership is ending and needs to be
renewed. Employer Groups cannot access renewal applications until
their window is open.
Renewal Application in Progress
 The Employer Group (client) is in the process of completing their renewal
application.
Renewal Application Pending
 The Employer Group (client) has completed and submitted an application
to renew their membership in group enrollment for another year.
Renewal In Group Elections
 This client’s renewal application has been approved, and the client is now
updating Defined Contributions prior to renewal enrollment.
Renewal Enrollment Created – Not Started
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A renewal enrollment window has been set up but its start date has not
yet been reached.
Renewal Enrollment in Progress
 The Employer Group (client) finished setting up defined contributions and
clicked “Start Enrollment” (creating an enrollment window for
Employees).
Renewal Enrollment Complete – Pending Audit
 The Employer Group (client) has completed its enrollment and is awaiting
approval from a group enrollment administrator.
Rejected
 The application did not meet the group enrollment participation criteria
and was rejected. Rejected applications still appear under the Employer
Application Manager, and their status can be changed from rejected to
approved at any time by a group enrollment administrator.
Error
 Although very rare, the system experienced a technical error with the
group’s application/site configuration. CareConnect Group may reach
out to have the group resubmit changes if it cannot be corrected.
Section XVII: How to Complete a Group Application
Applying to the Group Plan
Employers/brokers will begin the application process upon clicking the “Join Now” button on the CareConnect
landing page.
The first step of the application is the Welcome Page. This is where general information about the application
process and knockout questions are located.
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Welcome Page
Knock-Out Questions
If employers/brokers do not meet the requirements (if they answer “no” to any of the following questions),
they will see a rejection message directly following the question, and they will not be allowed to continue the
application.
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Knock-Out Question #1
Knock-Out Question #2
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Knock-Out Question #3
Knock-Out Question Denial Message
Once employers/brokers have successfully answered the knockout questions, they will be asked to create an
account. This will be how employers access in-progress applications if they choose to exit and return to them
later.
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Creating an Account
Left hand navigation panel will be checked off as the employer/broker steps through each step of the
application.
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Your Business Page
The “Your Business” page will be an opportunity for employers/brokers to provide information to CareConnect.
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Broker Information- Adding brokers
Employers/brokers have the opportunity to add broker(s) and general agent(s) to their account. (This is how
the system grants brokers/general agents access to specific group accounts.)
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Your Employees Page
Employers/Brokers will need to provide employee census information on the next page to CareConnect. The system will
use this data to create separate accounts for each employee so that they will be able to log in to the system and enroll at
the appropriate time. Employers/brokers will be able to decide at this time which of their employees they would like to
grant HR admin access to (limit of one employee per company). HR admins will be able to see all employee data for their
respective organizations.
Once employers/brokers are finished supplying employee census information, they will click on the green
“Submit Application” button to submit their completed application to CareConnect. Upon clicking submit,
employers/brokers will be brought to a screen that notifies them that their application is currently pending.
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Section XV: Processing Applications
Brokers have the ability to process applications through Exchange Admin. This gives them much more
flexibility to go back and edit an application after it is completed.
1. From the CareConnect Group Parent site, the broker will hover over Exchange Admin on the top
navigation bar, and choose Group Manager from the dropdown list. When on the Group Manager
page, the broker will click on Start a New Application.
2. This opens the Application page where a Broker/Employer can enter Group level information. It
mirrors the CareConnect Group paper Application.
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Note: Many of the fields on this application are required.
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1. Click Select Your Broker/General Agent to add Broker(s) to your account. This is how the system grants
Brokers and General Agents access to specific Group accounts.
Note: If you do not have a Broker, click Save and continue to next step.
2. Search by entering the Broker ID and the Last Name of the Broker(s), the click Go!
3. Assign the appropriate commission(s) percentage below the Commission % heading.
4. Click Save and continue to next step.
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5. On the Your Employees page, Brokers/Employers are required to provide Employee census information.
The system will use this data to create separate accounts for each Employee so that they will be able to
securely log in and enroll at the appropriate time.
Click the Add Data icon
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6. Required fields for entering employees are:
 First Name
 Last Name
 Gender
 Last 4 digits of Employee’s SSN
 Work Email
 Date of Birth
 Employment Status
 Hire Date
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Designation of Primary Users should be done at this time too. Primary Users are granted an elevated
access, called HR Access, and will have access to ALL employees within that Employer Group.
Note: A maximum of two employees per Employer Group can be granted HR Access at a time.
7. Click Submit Application.
8. Your application is now pending approval and you will be brought to the page below.
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9. Once the Employer’s Application is approved, an enrollment site is created and an email similar to the
below is sent to the Broker or Primary User informing them they can log back into the system and select
the plans/group of plans to be offered, along with their defined contribution strategy.
Section XVIX: Plan Offerings and Defined Contributions
Plan Offerings
Upon logging back into the system after receiving the application approval email, the Broker/Primary User will
be brought to the Plan Offerings page.
1. Click the radio button to the left of the Plan Bundle (i.e. Gold Level, Silver Level, CareConnect specific)
or Single Plan offering (see below).
2. To obtain more information about any of the CareConnect plans, click the plan name and a Plan
Details pop-up will appear with additional details. Expand the Plan Details categories by clicking on the
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caret next to each category.
3. Click on View Premiums to see a list of rates for each plan offered (see following page).
NOTE: These are the most current CareConnect CareConnect rates at the time of your enrollment
window. Rates are updated each quarter.
Start Enrollment
When beginning enrollment, Brokers/Employers have the ability to decide between two enrollments methods:
A. Opening an open enrollment window for the employees (and sending an email notification).
B. Completing the employee enrollments on the employees’ behalf.
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1. The employer/broker will have the option to send an email notification to all employees (entered into
the system during the application process) notifying them that they can log into the system and now
enroll.
2. If Yes, send an email notification, an email box will appear allowing them to customize the following
fields:
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3. IMPORTANT!! If No, do not send an email notification is chosen, the enrollment begins, however, it is
up to the Broker/Employer to notify employees.
Both options A and B initiate the opening of the employee enrollment window and will allow employees and
brokers/employers to enter their profiles and submit changes, elect, or waive coverage as long as the initial
Company Wide Enrollment window is open.
4. If the broker/employer choses to utilize option B, they will be directed to an administrative enrollment
screen below:
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a. From this screen the broker/employer will be able to view their entire population entered, their
age, hire date, gender, and smoker/non-smoker status. This Administrative Enrollment tool
allows the brokers to enter and quickly enroll a large population of employees by simply hitting
the Select Plans button, and being direct right into each employee’s enrollment.
Section XVII: The Renewal Application
A group is ready to begin their renewal process when their Application Status reads “Renewal Window Open”
within Group Manager.
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1. To view Groups who have their Renewal Window Open navigate to Exchange Admin>Group Manager
2. Select Renewal Window Open next to the Application Status dropdown
3. Select the appropriate group and select “Start Renewal Application” to begin the renewal application.
You may also select “Renew without Changes” if a group is renewing without any changes
Please note: Selecting “Renew without Changes” will renew the current employee population
and dependents into the same plan as-is with no additional enrollment changes (no new employees
or dependents added, none removed)
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4. If the Administrator decides to begin the renewal application, the renewing group will have an opportunity to
update any company information that may have changed during the last plan year. They will also have an
opportunity to submit new documentation for the new plan year.
5. After saving the ‘Your Business’ page, the renewal group is brought to the employee census page. If anyone is
missing from their employee roster the Broker/Admin will have an opportunity to add a new employee(s)
utilizing the ‘Add a New User’ link. Once the roster looks satisfactory the Broker/Admin can submit their renewal
application by clicking the ‘Submit Renewal’ button.
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6. Once the group’s renewal application is submitted, the Broker/Admin will be directed to select new plans for the
group’s upcoming plan year.
7. After plans are selected, the Broker/Admin will have the option to start an Open Enrollment Window for
employees or complete employee enrollments on their behalf. Brokers/Admins will also have the ability to send
email notifications to employees, which will notify them that they may login to CareConnect and make their
benefit elections.
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Administrative Enrollment Tool
If a Broker/Admin opts to complete employee enrollments on their behalf, they will be taken to the Group
Employee Enrollment page.
On this page, Administrators will see a list of Employees. For renewal groups, this list is based on Employee information
saved at the group’s site. The list is sorted alphabetically by Employee last names. The following information is listed
next to each Employee or dependent's name:
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Age: the Employee's or dependent's age as of the group's effective date (for new groups) or renewal date (for
renewal groups)
Zip Code: the Employee or dependent's zip code
Gender: the Employee or dependent's gender
Tobacco: the Employee or dependent's tobacco-user status
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Additional information, including an Employee's dependents, as well as other details, is also available. To expand or
collapse this additional information, click the arrow next to an Employee's name or use the Expand All and Collapse
All links.
The enrollment process within the Group Employee Enrollment tool is streamlined in order to reduce the amount of
time it takes to process enrollments. While the enrollment experience is largely the same as it would be outside of the
application process, the Group Employee Enrollment process is streamlined in the following ways:
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The Employee and Family Information steps are skipped before selecting plans
The progress bar at the top of the page is hidden
The confirm page is skipped and the Employee's elections will be automatically agreed to on the Employee's
behalf.
When only one plan is available, that plan will automatically be selected for all employees at the group. This
way, administrators completing administrative enrollment can more easily enroll everyone in the same plan
without having to select the plan for each individual employee.
o The system will differentiate between those who’ve waived coverage in 2015 and those who elected
coverage. Thus, the administrative enrollment will screen for all employees who were enrolled in 2015
and enroll them in the new 2016 plan, and employees who waived coverage in 2015 will be waived in
the 2016 renewal.
Please Note: The default plan selection functionality will auto-enroll all members into a plan that is selected for the
group if the group only selects ONE plan.
Once an Administrator has completed an enrollment on behalf of an Employee, the Employee's name will become a
hyperlink. Clicking the link allows Administrators to return to that Employee's enrollment in order to make changes.
For each Employee with a completed enrollment, elections are listed by benefit plan type. The following information will
appear for each election:
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Benefit plan type and name
Vendor
Coverage Tier
Whether the election is pending
Premium for the selected plan
The total premium for all Employees and their dependents will appear at the bottom of the page.
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Finally, at the bottom of the Group Employee Enrollment page are the Return to Group
Manager and End Enrollment buttons.
Clicking the Return to Group Manager button takes Administrators back to the Group Manager page. Administrators
can later return to the Group Employee Enrollment page if the group is in a status of Renewal Enrollment in
Progress and the enrollment window is still open. While Administrators can return to the Group
Employee Enrollment page, they will be unable to modify any previous steps in the group elections process, such as plan
selections and company information.
When finished enrolling Employees, Administrators should click the End Enrollment button to move the group to a
status of Enrollment Complete – Pending Audit or Renewal Enrollment Complete – Pending Audit.
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