Pre Enrollment
requesting a companies rates
SIC Request
electronic enrollment platform
everwell
who gets what PDA copy
white-ER, Yellow-EE, Pink-agent
requires an employer signature, EIN and SIC record number
NASSA
carbon copy 1/2 sheets employees required to sign
PDA
report showing employees policies signed up for and costs
deduction summary
asking for employees first, last and DOB
census
place to prepare/create rates for enrollment
smart quote
when to ask busines owner for referrals
Post enrollment meeting
communicating with employees about date/time of enrollment
Hanging poster
alternative enrollment option if everwell isn't an option
paper apps
review of service binder and deductions with employer
post enrollment
when to ask for the business EIN
DM
when to have a follow up date scheduled
24-48 hours after enrollment
place for business owner to view invoice
business services