Broker Walkthrough Group Onboarding

Welcome brokers! To start exploring the exchange and register, simply click on the Broker/Producers circle, and then “Click to Learn More” Welcome brokers! To start exploring the exchange and register, simply click on the Broker/Producers circle, and then “Click to Learn More”

On the broker page you may: 1.Register 2.Login to your broker portal 3.Find resources On the broker page you may: 1.Register 2.Login to your broker portal 3.Find resources

Once you click Register Now you will be asked to create a username and password for your broker portal.

Enter your agent information

Complete and sign the Broker Agreement

Attend a demonstration (only if you haven’t already done so) Attend a demonstration (only if you haven’t already done so)

Once registration is complete, enter the broker portal. Login using your Username & Password. Once registration is complete, enter the broker portal. Login using your Username & Password.

Once logged-in to your broker portal: 1.You may quote and enroll groups 2.Edit and manage existing groups Once logged-in to your broker portal: 1.You may quote and enroll groups 2.Edit and manage existing groups Use toolbar to access existing groups. Click “edit” Use toolbar to access existing groups. Click “edit” Click Add Employer, and select your groups size to start quoting a group.

1.Enter zip code of group 2.Provide estimated average age 3.Insert number of eligibles 1.Enter zip code of group 2.Provide estimated average age 3.Insert number of eligibles

Try Before You Buy Explore available plans View comparative pricing Try Before You Buy Explore available plans View comparative pricing

Like what you see? You and employer can: 1.Explore 2.Quote 3.Enroll Like what you see? You and employer can: 1.Explore 2.Quote 3.Enroll

Complete basic employer information. Select the start date for health coverage. (Note: system defaults to first of month following 30 days) Select the start date for health coverage. (Note: system defaults to first of month following 30 days) Note progress tree

Enter census Download a census template or upload one! Or, manually enter employee information. Warning! Be accurate. Census details populate the benefits administration system.

Your progress is tracked, you may go back to any step at any time. Ancillary coverages are listed at the top for you to explore. Review ancillary benefits.

Health plan options and rates are listed below the ancillary coverages. Note: Depending on the number of available plans, it may take a few seconds for them to load.

Click “  ” to view health plan details Explore Plans! Click the link to open the SBC

Click “  ” to view full rate details for employees & dependents Explore Rates! Caution. The rate shown is an average rate, not a composite rate.

Easily compare plans Click here to compare plans Select plans to compare

Look no more spreadsheets! Click “  ” to view SBC Click “  ” to view full rate details for employees & dependents Click “Select” to choose benefit

Enter employer contribution amount. Can be fixed dollar or a percentage. Enter employer contribution amount. Can be fixed dollar or a percentage. Set waiting period for newly hired employees Set Contribution and Waiting Period

Review the employer information to ensure that it is correct. The progress tree is near complete.

Once everything looks correct & you are ready to move forward with coverage click Save & Apply Once everything looks correct & you are ready to move forward with coverage click Save & Apply You can edit any section Make any final changes

Agree to terms and conditions. Time to commit. Enter banking information.

Employees are now ready to enroll! Group enrollment is complete!

When returning, start back at the purple circle!

Use toolbar to access existing groups. Click “edit” Use toolbar to access existing groups. Click “edit” All of your groups are here.