Employer enrollment platform resources

Explore documents, videos, and links to help you with quotes and enrollments.

Guides and checklists

• Employer enrollment tool user guide (PDF, 1.8 MB)


• New group enrollment checklist (PDF, 118 KB)


• Enrollment spreadsheet (Excel, 1.1 MB)


• MGA eSignature instructions (PDF, 4.7 MB)


• Underwriting guidelines


• Rate tables

Navigation help

• Broker homepage navigation (2:00)


• Employer homepage navigation (2:10)


• Group account navigation (2:56)


• Member account navigation (1:07)


• Document uploads (0:57)

New group enrollment

• Start a quote (3:27)


• View quotes (0:50)


• Start an enrollment (9:34)


• View enrollments (1:04)


• Upload documents (0:57)

Member-level changes

• Employee Enrollment (6:29)


• Add dependents (1:58)


• Order member ID cards (0:37)


• Cancel employee (1:04)


• Member demographics (1:25)


• Member contact and class (1:56)


• Add/edit member plans (1:30)


• Cancel member plans (1:17)


• Existing member COBRA enrollment (1:18)

Group-level changes

• Group address (1:04)


• Cancel group (1:00)


• Class plans *Small Business only (0:33)


• Add products / plans *Small Business only (2:19)


• Cancel products / plans *Small Business only (1:46)


• Group name and structure change *Small Business only (0:41)


• Bill by department code *Small Business only (0:24)

Small business renewal resources

• Broker training recording (40:11)


• Renewal navigation (2:03)


• Start Renewal submission (2:40)


• Start Open Enrollment submission (2:18)


• Renewal quoting (1:14) 


• Renewal center