Www.EasyAppsOnline.com 1-888-563-4474 Get the Technical Edge on your Competition! Online Prescreening and Enrollment Tool.

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Presentation transcript:

Get the Technical Edge on your Competition! Online Prescreening and Enrollment Tool

Comprehensive Carrier Application Library EasyAppsOnline has more than 800 Carrier Applications across the US. There is NEVER a Fee to program a Carrier Application! 850,000 Enrollments and growing...

EasyAppsOnline – Not Just an Application Generator Offer your clients buy-ups in Medical, Dental, Vision, and Voluntary Products – Life – Critical Illness – Cancer Care, and capture FSA Contributions. Each Benefit can have up to 3 attachments that explains and compares the product being offered. Optionally, benefits can show Pre/Post Tax Election Check-box.

EasyAppsOnline – Age-Banded Products Voluntary Life STEP 1 Easy set up for complex Age-Band and Tobacco Rated Vol Life Products.

EasyAppsOnline – Age-Banded Products Voluntary Life STEP 2 Enter the first Age Band and Associated Rates – click Insert and then Add Rate to Enter the next Age Band. Notice the system incremented the Age Limit based on the previous value and saved all data except the Rate. This is so quick to build.

EasyAppsOnline – Age-Banded Products Voluntary Life When the Employee Enrolls they will be presented with the rates that apply to them – EasyAppsOnline Smart System looks at their Date of Birth and their Salary to determine rates and policy value limitations. EASY EasyAppsOnline Makes Voluntary Product Enrollment EASY ! STEP 3

EasyAppsOnline – Employee Benefit Summary After the employee has made their selections an Election Summary will display and is printable – it includes the employee’s signature agreeing to the benefits and the payroll deduction.

EasyAppsOnline Making Prescreening EASY ! From 1 simple questionnaire we can populate any carrier application for Medical, Dental, Vision, Life, STD, and LTD – plus Voluntary Products. You can attach UNLIMITED number of carrier applications for each group. Next year the employee just updates their application – we hold their data. Custom Banner for your Clients

Employee Enrollment Process Most of this data is pre-populated – the employee cannot continue until all required data is complete. This means No More Scrubbing Apps – your applications are 100% complete and legible because they are printed.

Employee Enrollment Process – Dependent Data Dependent data can be pre-loaded if available or manually entered at time of enrollment.

Employee Enrollment Process – Benefit Elections Employees must ELECT or WAIVE Coverage. If they WAIVE Coverage they will be asked to select a Reason for Waiver.

Employee Enrollment Process – Medical Conditions Employee will enter medical and prescription information here. There are validations to ensure all pertinent data is captured.

Employee Enrollment Process – Enrollment Confirmation Employee will confirm the data entered into the system is accurate if not they will use the “Click Here” link to return to the applicable screen and correct the data.

Employee Enrollment Process – Review Carrier Terms Employee will Review Carrier Terms - check the boxes to agree and then using the Mouse as a writing tool will sign their application.

Employee Enrollment Process – Coverage Summary Employee has completed the enrollment process and is shown their Coverage Applied for and Acceptance of their Completed Application.