Agency Workspace - 2019 - 37

Agency Workspace

Plan Info
Company Information, Plans, Rates, and Eligibility.
Online Enrollment lets you review and update prior to Open Enrollment. Selections made in some
plans may create a need for additional information. These steps will guide you through which
selections may require additional information as well as where to make changes or additions to
participant information such as company information, plans, rates, and eligibility.
From the Info button on the Dashboard, click 'Plans'. Select a plan.

Here you can
make changes
to participant
info.

Click 'Overview and Benefits' on the menu on the left.
From here you can toggle plan options. Click 'Rates' in the left menu for
changes to composite and age-banded rates.
Click 'Eligibility' in the left menu to toggle the following on or off.

5
2

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4

1

To learn about Managing Plans, click on the link below.
READ about Managing Plans in the Quick Reference Guide.
WATCH a video on Plan Selections.
WATCH a video on Plan Cards.

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https://pages.benefitmall.com/rs/760-KBH-901/images/OE.OEDashboardQRG.04172020.pdf https://share.vidyard.com/watch/wN5dVierXBdf67xqBSzhXD?

Agency Workspace - 2019

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

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