Link an Employer to a Broker

 

An Employer account can be linked to a Broker. Brokers assist Employer’s to manage their accounts and shop for and select health insurance options for their employees. Use this guide to link an Employer account to a Broker.

 

 

 

 From the Home Page access the Admin Dashboard.

 

Process Steps

 

To link an Employer account with a Broker:

 

1.      Click the Manage an Employer Account link in the Admin Dashboard.

·        The Account Search screen is displayed.

2.      Enter search criteria for the account to be linked to a Broker:

a.      Select Employer from the Role drop-down menu.

b.      Enter the Employer’s first name in the First Name textbox.

c.      Enter the Employer’s middle name in the Middle Name textbox.

d.      Enter the Employer’s last name in the Last Name textbox.

e.      Enter the Employer Identification Number in the Employer Identification Number textbox.

f.       Enter the Company/Organization name in the Company/Organization Name textbox.

 

None of the fields to enter/select search criteria is mandatory; however, at least one must be selected or entered for the search to be completed.

 

 

3.      Click on the Search button.

·        Accounts that match the criteria are displayed.

 

After the results are displayed, the search criteria can be modified by manually entering the new information. To clear the criteria, click the Reset button.

 

 

4.      Select the radio button next to the account to be linked with a Broker from the list of accounts retrieved in the search.

 

5.      Select View Account from the Admin Functions dropdown menu and click Submit.

 

·        The Admin View of the Employer Account dashboard is displayed.

 

6.      Navigate to the My Broker section on the bottom of the screen.

 

7.      Click the Search for a Broker button.

 

·        The Search for a Broker screen is displayed.

 

8.      Enter search criteria for the Broker:

 

a.      Enter Broker’s last name in the Last Name text box.

 

b.      Enter Broker’s agency in the Agency text box.

 

c.      Enter Broker’s zip code in the in the Zip Code text box.

 

d.      Check the box(es) to select the Broker’s languages spoken. Options are English, Portuguese, Russian, Korean, Spanish, French, Mandarin, and Other.

 

e.      Check the box(es) to select the Broker’s line of business. Options are: Health and Dental, Life, 401K/Pension, HAS/HRA, Voluntary, Property and Casualty, and Other.

 

9.      Click the Search button.

 

a.      The Search Results – Please Select a Broker screen is displayed.

 

The search results display a list of the brokers that meet the search criteria. It displays the Broker’s agency name, the Broker’s name, location, language(s) and line(s) of business.

 

 

10.   Browse through the list of brokers that match the search criteria and locate the Broker to be linked to the Employer account.

 

11.   Select the radio button next to the Broker to be linked to the Employer account and click Next.

 

·        The Broker Details screen is displayed.

 

12.   Click Next.

 

·        The eSignature screen is displayed.

 

13.   Ask the Employer to review the Broker’s details.

 

14.   Ask the Employer to select the start date the Broker is authorized to serve the Employer from the I authorize this Broker to serve as my Broker of Record as of the following date calendar.

 

15.   Ask the Employer to check the box to electronically sign the application.

 

16.   Ask the Employer to check the box if he/she wishes to receive a confirmation email.

 

17.   Click the Authorize Broker button.

 

·        The Authorization Success screen is displayed.

 

18.   Click Go to Dashboard.

 

·        The Admin View of the Employer Account dashboard is displayed.

 

 

Results of the Procedure

 

The Employer account is linked to a Broker.