Step 1 - Proposal
Agent enters basic company & employee information, selects quoted plans and emails proposal.
Step 2 - Application
Agent completes the group application.
Step 3 - Employee Enrollment
Employees select plans and self-enroll or agents enroll employees.
Step 4 - Submission
Agent or employer approves employee enrollments and submits completed group for approval.
Step 5 - Payment
After carrier approval, agent or employer submits payment information.
Step 6 - Employee Membership
Employee enrollments are sent to membership for processing. The group is then made active. Confirmation of membership is sent.
