The most advanced online program in the marketplace!

Transcription

1 The most advanced online program in the marketplace!

2 Agenda Online Enrollment - Broker - Employer - Employee Underwriting Life Events Website

3 BROKER Register Online New brokers register at

4 BROKER Register Online Select Broker

5 BROKER Register Online Complete information fields If validated, broker creates user name and password instant access!

6 BROKER Register Online If broker is not in our database, additional information needed User name and password ed within 48 hours

7 Online Enrollment BROKER

8 Key Features of Online Enrollment Enter a census and initiate online enrollment in minutes Three easy steps Eliminates incomplete applications Fewer pending items Reduced processing time Faster case issuance

9 BROKER login at Getting started with online enrollment!

10 BROKER Online Enrollment Click Online Enrollment

11 BROKER Online Enrollment Click Here to Begin Online Enrollment Process Online Enrollment Support ( Help Desk)

12 BROKER Online Enrollment Online Enrollment options

13 BROKER Online Enrollment Create Enrollment from a Quote Click on group name

14 BROKER Your Information Step 1 Broker Information

15 BROKER Your Information Step 1 Broker Information Indicate if working with a General Agent

16 BROKER Group Information Step 2 Group Information

17 BROKER Select Coverage Step 3 Select Coverage

18 BROKER Medical Contribution Step 3 Select Coverage Medical contribution

19 BROKER Life Step 3 Select Coverage Life

20 BROKER Dental Step 3 Select Coverage Dental

21 Step 4 BROKER Census Information Upload from existing quote Upload from Excel Input online Census

22 BROKER Enrollment Summary Step 5 Send forms to Group Review Enrollment Summary

23 BROKER Enrollment Summary Step 5 Send forms to Group Review Enrollment Summary

24 BROKER Enrollment Summary Step 5 Send forms to Group Review Enrollment Summary

25 BROKER Send Forms to Group Step 5 Send forms to Group Group Contact

26 BROKER Send Forms to Group Step 5 Send forms to Group

27 s to Group Two s sent simultaneous to employer one with quote number, one with URL link and instructions Broker is copied on with URL

28 Online Enrollment EMPLOYER

29 EMPLOYER Group s Click link or cut-and-paste into web browser Cut-and-paste quote number

30 EMPLOYER Registration Employer login Group Application Registration

31 EMPLOYER Registration Registration Information Validated

32 EMPLOYER Registration Login Created

33 EMPLOYER Welcome to Online Enrollment Instructions to Begin Online Enrollment

34 EMPLOYER Application Step 1 Enrollment and Eligibility Fill out application Verify medical contribution Verify/select optional coverages

35 EMPLOYER Statement of Compliance Step 2 Statement of Compliance

36 EMPLOYER Step 3 Census Employee Census Social Security Numbers Dates of Hires Home Zip Codes

37 EMPLOYER Application Summary Step 4 Application Summary Print Summary

38 EMPLOYER Enable Employee Access Step 4 Almost finished! Employer must Enable Employee Online Access

39 EMPLOYER Confirmation Step 4 Application Submitted

40 EMPLOYER Confirmation Step 4 Application Submitted Confirmation to Employer with instructions for Employees

41 Online Enrollment EMPLOYEE

42 EMPLOYEE From Employer Employee receives with instructions Employee clicks URL

43 EMPLOYEE Registration Employee Application Registration

44 EMPLOYEE Registration Employee Application Registration

45 EMPLOYEE Registration Employee Application Registration

46 EMPLOYEE Welcome to Online Enrollment Employee Click Here to Begin Enrollment

47 EMPLOYEE Employee Information Step 1 Employee Information

48 EMPLOYEE Dependent Information Step 2 Dependent Information

49 EMPLOYEE Step 3 Medical Medical Click plan to view benefits Check multiple plans to compare benefits

50 EMPLOYEE Step 3 Medical Plan benefits Medical Compare multiple plans side-by-side

51 EMPLOYEE Step 3 Medical Plan benefits Medical Compare multiple plans side-by-side Employee rates can be shown before or after Employer contribution

52 EMPLOYEE Medical Step 3 Medical Employee rates If elected by Employer, Dental buy-up, Chiro, Vision, Life and Section 125 options will appear next with applicable rates

53 EMPLOYEE Step 9 Your Benefits Summary Print Summary Edit Summary

54 EMPLOYEE Agreement Step 9 Summary Employee submits with Digital Signature

55 EMPLOYEE Agreement Step 9 Summary Employee submits with Digital Signature

56 EMPLOYER MONITORING

57 EMPLOYER MONITORING Login Welcome to Employer Services

58 EMPLOYER MONITORING Manage My Enrollment Manage My Enrollment

59 EMPLOYER MONITORING Manage My Enrollment Pending Employee Enrollments Employee Status Summary Employee Search Results

60 EMPLOYER MONITORING Manage My Enrollment Employee Enrollment Status

61 EMPLOYER MONITORING Manage My Enrollment Employer Final Submission

62 EMPLOYER MONITORING Manage My Enrollment Finalize Enrollment

63 EMPLOYER MONITORING Manage My Enrollment Application Submission Complete

64 BROKER MONITORING

65 BROKER MONITORING Login Click Online Enrollment

66 BROKER MONITORING Online Enrollment Click Here to Begin Online Enrollment Process

67 BROKER MONITORING Enrollments In Progress Select option from Group Enrollment Reports

68 BROKER MONITORING Enrollments In Progress Click on group to view progress

69 BROKER MONITORING Group Enrollment Reports Employee Status Summary

70 BROKER MONITORING Enrollment Support Enrollments In Progress Send to Enrollment Support

71 BROKER MONITORING Enrollment Support Enrollments In Progress Send to Enrollment Support

72 UNDERWRITING PROCESS

73 Underwriting Process Online Enrollment Transmission Employer clicks SUBMIT button to transmit Online Enrollment to CaliforniaChoice Underwriting. Message to Broker / Group Broker/Group receives stating Premium Deposit Check and DE-6 required by the 3 rd of the month. Message to Underwriting CaliforniaChoice Underwriting receives notification of Online Enrollment with PDF of Online Applications and applicable Underwriting forms.

74 Underwriting Process Broker Submission Requirements Broker mails to CaliforniaChoice Underwriting: Check DE-6 If working with a general agent, send both of the above items to general agent

75 Underwriting Process Additional Hardcopy Applications Paper applications must be faxed or mailed to CaliforniaChoice Underwriting Underwriting Processing begins when CaliforniaChoice Underwriting receives check and DE-6. Pending Items Pending items will be delivered and received via fax or (Online pending items will be a future online enhancement.)

76 Underwriting Key Points CaliforniaChoice case processing begins when the DE-6 and Check are received by CaliforniaChoice. All online information must be submitted 5 business days prior to the effective date. Employers will receive reminders when their effective date is approaching. Any employee identified as a paper enrollment during the process will be required to submit a paper copy of their application. If the employer does not submit the online enrollment information for each employee 5 business days prior to the enrollment date, paper forms must be submitted.

77 EMPLOYER Enroll New Hire

78 EMPLOYER Manage My Account Manage My Account Enroll Employee

79 EMPLOYER Enroll Employee Manage My Account Employee Information

80 EMPLOYER Enroll Employee Manage My Account Request Submitted

81 to Employee Click on the link

82 LIFE EVENTS

83 MEMBER Life Events Member Login Click Here to View Member Site Instructions

84 MEMBER Life Events Member Login Click Here to View Member Site Instructions Click Life Events

85 MEMBER Life Events Member clicks on selected life event Requests appropriate forms Intuitive assistance Summary of changes Print option Digital signature Submission to Employer

86 MEMBER Life Events Change Request Complete Employer reviews and approves

87 EMPLOYER Life Events notification to Employer that Employee Change submitted

88 EMPLOYER Life Events Manage My Account Pending Requests

89 EMPLOYER Life Events Manage My Account Pending Enrollments and Changed Items Pending Review

90 EMPLOYER Life Events Manage My Account Benefit Summary

91 EMPLOYER Life Events Manage My Account Benefit Summary Employer Accepts or Rejects Changes

92 EMPLOYER Life Events Manage My Account Benefit Summary Employee receives confirmation when approved

93 EMPLOYER Life Events Manage My Account Processed Enrollments and Changed Items View changes and status

94 Important Information to Remember Life Events completed online must be done within 30 days of the event s occurrence Members can only complete a Life Events change if CaliforniaChoice has an updated address for their group contact Employer approves or denies employee s Life Event change

95 WEBSITE

96 Broker Website Simple quoting Quotes delivered to your inbox Save, print & query quotes Process new-hire worksheets

97 Broker Website Marketing Support Sales seminars & CE courses Download forms & brochures Choice Leads

98 Broker Website Account Management You re notified when your group has changes terminations, add-ons Run reports for commissions, sales & quote history Review group invoices

99 Employer Website Enroll new employee Update employee s information Order ID cards Edit billing information Track premiums View current & past invoices

100 Member Website Review benefits Find a doctor Download forms Great discounts on vitamins, body care products, weight loss services including Weight Watchers

101 Life is good when you have choice!