Agency Workspace - 2019 - 38

Agency Workspace

Elections
Elections and Submitting on Behalf of Employee.
Online Enrollment allows brokers to submit elections on behalf of employees. From the Dashboard, click an employee's name in the
Employee Elections. This will take you to the personal information for the employee. Ensure that all personal information is filled in for that
employee. If any required information has been left blank, it will be boxed in yellow when you try to continue the enrollment process.
From the menu on the left, select the first available line of coverage. Click to 'Select or Waive Coverage'. If waiving,
a reason must be given. Click 'Save' to continue to the next line of coverage. Continue through each line of coverage following the same
steps.
From the Review Elections screen, click 'Submit on Behalf of the Employee' from the radio button. Click the checkboxes for 'Submit on Behalf
of Employee'. Click 'Complete Enrollment'. If edits are needed, click 'Re-Open Enrollment'. Note: Employees can make changes until final
enrollment date. Brokers can make changes until that submit the enrollment to BenefitMall.

To learn about Elections, click on the link below.
READ about Elections in the Quick Reference Guide.
READ about Brokers Submitting on Employees' Behalf in the Quick Reference Guide.

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Agency Workspace - 2019

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

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