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Agency Workspace

Welcome to Enrollment
Simple, Seamless, and Secure Enrollment.
Agency Workspace provides secure business submission to BenefitMall and acts as a connection portal for quoting to
enrollment for your new and renewal business. Once your clients are ready for enrollment, you can choose between two
enrollment methods: Manual Enrollment or Online Enrollment. Both methods provide secure data transfer that seamlessly
connects to BenefitMall's operational process and submission to carriers.

* Manual Enrollment allows you to upload your clients' group forms, elections forms, and any other documents
needed for BenefitMall to submit the enrollment to the carriers.

* Online Enrollment is a new platform designed to digitalize the employee open enrollment elections, allowing you
to setup plans and features of the plans online then you can invite employer and employees or facilitate and sign and
submit on their behalf. Once Open Enrollment has ended, then upload group forms and submit to BenefitMall.

Using the enrollment methods in Agency Workspace provides secure transmission of data. These enrollment methods are
also completely free with your partnership with BenefitMall and integrated into our Agency Workspace system.
Additional benefits to Online Enrollment is a digitalized process that gives you insights on the employee open enrollment
process with the ability to send reminders and quickly check status of the enrollment.
Once enrollment is submitted to BenefitMall, the enrollment record status will be updated to provide you with
additional insight. If any missing information or error occur, BenefitMall will contact you directly in regards to the
enrollment submission. This two-way tracking and communication is designed to keep you more informed and in direct
communication with BenefitMall to provide better service to your clients.
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https://pages.benefitmall.com/rs/760-KBH-901/images/AWS.HelpFunctionsQRG.04172020.pdf

Agency Workspace - 2019

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