Agency Workspace - 2019 - 16

Agency Workspace

Manual Enrollment
Simple, Secure Manual Enrollment.
Once the group's enrollment information is in the system and Start Enrollment is selected, Manual Enrollment is the first
option presented in the enrollment selections. Manual Enrollment allows you to upload group enrollment documents
directly to BenefitMall. By using the Manual Enrollment in Agency Workspace, sensitive employee and employer information
is transmitted directly and securely.
Navigating to Manual Enrollment from the left navigation menu in Agency Workspace:
1. Under Book of Business, select Quote, select the quote you are to begin enrollment which will open the client details
page, then select Start Enrollment a button in the top right of the page, and select Manual Enrollment.
OR
2. Under Book of Business, select Clients, this provides a view of your list of clients, select the client name ready to start
enrollment, this opens client page, then select Start Enrollment a button in the top right of the page, and select Manual
Enrollment.
OR
3. Under My Tools, select Start Enrollment, enter the Client (Group) information, select Next, and select Manual Enrollment.
Select Manual Enrollment next, enter the number of enrolling employees, the type of business - New, Renewal, Carrier
change and add the Carrier and Plan(s), to enroll in more than one plan select the 'Add a Plan' button, next upload the
documents and select 'Finish' to submit to BenefitMall.
Note: If you select carrier library, a separate window will open for you to search for carrier documents. You can select the
desired search results and 'Add to Favorites'. Once these forms are in your Favorites, select 'Forms' and click 'Deliver'.

Did you know? Manual Enrollment allows for a more secure submission of information than email.
To learn about Manual Enrollment, click on each link below.
READ about Manual Enrollment in the Quick Reference Guide.
WATCH a video on Manual Enrollment.

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https://pages.benefitmall.com/rs/760-KBH-901/images/AWS.QuotingQRG.04292020.pdf https://share.vidyard.com/watch/yeD6kqSoTGkqF56iyFx8rX?

Agency Workspace - 2019

Table of Contents for the Digital Edition of Agency Workspace - 2019

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