Agency Workspace - 2019 - 31

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: Secure Case Submission or
Online Enrollment. Both methods provide secure data transfer that seamlessly connects to BenefitMall's operational process and submission to
carriers.

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

*O
 nline 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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Agency Workspace - 2019

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