Your Guide to Using Pro Enroll

Transcription

1 Your Guide to Using Pro Enroll

2 Introduction PRO Enroll has been designed to work with the PRO Suite broker tools to give you a complete package from prospecting through sale. With this new tool, you can have peace of mind that your group s Employee Applications are complete and their legible! Your Warner Pacific Team will continue to work with you to ensure everything needed to get your group approved and installed are gathered, complete, and submitted to the Carrier with a fast turnaround time. With PRO Enroll, all of your group s Employee Applications are submitted electronically, with the click of a button! Within minutes, all of the Employee Member ID s are ready! How Do I Start? Let your Sales Executive know you have a group for PRO Enroll. This will set the wheels in motion to work with you to ensure Enrollment Worksheets have been run through PRO Quote, with the plans being offered, the employer contribution, and number of pay periods. Warner Pacific will generate ProEnroll links for you, based on the Enrollment Worksheet quote. Using Your PRO Enroll Links These links will be sent to you by your Warner Pacific team member. Each link is unique to your group; no two links are the same! Simply the links to your group s Administrator, who, in turn, will the employee link to each employee. Page 1 of 8

3 Your group Administrator will have a link to monitor progress. NOTE: The password is the group s zip code. Now What? While the employees are enrolling online, all of the necessary items for carrier submission are being gathered, just like you do today. We will still be there for you making sure all the t s are crossed and i s are dotted so your group gets approved as smoothly and easily as possible. As the employees submit their enrollments, your Warner Pacific team will monitor progress. Once all of the employees have submitted their enrollments, with a click of a button we will forward them all on to the carrier. Check Progress You can use the group Administrator link to check on the progress of your enrollees. Remember! The password is your group s zip code. 1. Click on the Administrator link. 2. Login with your group s zip code. Page 2 of 8

4 3. Select the Enrollment you d like to see. 4. You can now see who has completed and started online enrollment. You re Done! It s that easy! In a nutshell: Let us know you have a group for PRO Enroll. Forward the PRO Enroll links to your group administrator. Submit the Group App, Premium Check and any other items needed for the carrier to Warner Pacific. The Employee Experience The Group s Administrator will forward the ProEnroll link to each employee. The employee will simply click the link and follow the easy to use steps to take advantage of the benefits being offered by your employer. Once the employee clicks on the link, they are taken to your first step. Page 3 of 8

5 1. Click on Register Now to sign up. This allows the employee to log in if they need to finish up at another time. 2. He/she fills in their basic contact information and clicks on Create Account. Page 4 of 8

6 3. They will Review your information for accuracy. 4. Then click on Edit My Account if they need to make corrections. When all looks good, they Click on Continue to Enrollment. 5. They enter their account information and Sign In. Page 5 of 8

7 6. Next, they fill in their profile for enrollment and Save. 7. They click to select their benefit offering and Continue. 8. They select Show rates and benefits to review benefits and enroll on a plan. This is where they can indicate they are waiving coverage. Page 6 of 8

8 9. They can review their information for accuracy and add dependents, if needed. 10. Next step is to compare plans and select the best fit for their needs. 11. Once satisfied with their selection, the Enrollment process begins. Page 7 of 8

9 12. The employee is walked through all the steps needed for their benefit package. 13. Once all of the required fields are filled in, they are done! Page 8 of 8