Agency Workspace - 2019 - 39

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

39


https://pages.benefitmall.com/rs/760-KBH-901/images/OE.ManagingPlansQRG.04172020.pdf https://share.vidyard.com/watch/xynhGQ4Y3H9taQNdGoAr4V? https://share.vidyard.com/watch/NL7CmhDRotYSqhm7TtMZsC?

Agency Workspace - 2019

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

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