Agency Workspace Custom Plans Custom Carrier and Custom Plans. There will be times when you need to add Custom Carriers or Custom Plans. It is important to note that if custom plans and carriers are used, forms will not be automatically generated. Elections may be exported from Online Enrollment for brokers to submit to a carrier directly. Follow the steps below Add customer carriers and plans in a couple easy steps! to add customer carrier and plans. From the Dashboard, go to the Enrollment Setup tile and click 'Plans'. Click the green button with a plus sign to access the Add New Plan pop-up. Select and fill in each box in the pop-up. Click the 'Create New Plan' link. You will be taken to the Edit Plan Information screen. Select the Carrier from the dropdown menu or type in the name if it is not available. Add a Plan Display Name. Click the 'Save Plan Information' button. From the Dashboard, click 'Plans' in the Enrollment Setup tile. Click the newly created plan. Fill in any needed information for each section of the new plan. To learn about Custom Plans, click on the link below. READ about Custom Plans in Broker/Existing the Quick Reference Guide. PRACTICE registering a New Agency 39https://pages.benefitmall.com/rs/760-KBH-901/images/OE.ManagingPlansQRG.04172020.pdf https://share.vidyard.com/watch/xynhGQ4Y3H9taQNdGoAr4V? https://share.vidyard.com/watch/NL7CmhDRotYSqhm7TtMZsC?