QUOTING & ENROLLING

Discover all the ways we’ve helped make your job easier.

The entire process has been streamlined. And, to save you time, we’ve created support materials to get you up and running quickly and easily.

Overview Video
This video provides a high-level overview of our new and streamlined, quoting and enrollment tool. It's a great place to start.
YOUR QUICK REFERENCE GUIDE

Download this guide on how to easily navigate through the new quoting and enrollment tool.

STEP-BY-STEP POWERPOINT

This presentation includes step-by-step instructions and screenshots that walk you through the entire quote and enrollment process.

INTRODUCTION & QUOTING VIDEOS

Click on the links below to access the needed module.

  1. Accessing Broker Portal SG Quoting and EnrollmentOverview of the dashboard, contact us and refresh button.
  2. SG Quoting and Create an Account/Group Overview of group data entry and an intro to updating the quote census.
  3. Complete a Quote Census Overview of data entry, using the quote census tool and updating the quote census.
  4. Generate and View Quotes How to save quotes, confirm data to generate an accurate quote and how to view the quote files.
ENROLLMENT VIDEOS

Click on the links below to access the needed module.

  1. Accessing Enrollment and Input Company InformationOverview of data entry for group enrollment.
  2. Plan Selection and Comparison How to enter eligible and enrolling employees, selecting and deselecting plans and employer contributions.
  3. Eligibility and Agent Attestation Covering eligibility, general terms and agent attestation.
  4. Signature Process Details on Docusign process.
  5. Enrollment Census Data entry into the OCE and discuss the WGS and ISG Census.
  6. Uploading Documents and Application Submission Explains which documents are required for UW, how to load documents and submit the application.
  7. Save, Exit and Return to Complete Enrollment Demonstrates the accounts page and related tabs.
ENROLLMENT WITHOUT A QUOTE VIDEOS

Click on the links below to access the needed module.

  1. Accessing Enrollment and Input Broker InformationHow to access an enrollment and input necessary information to enroll without a quote.
  2. Create an Account Group How to enter eligible and enrolling employees, selecting and deselecting plans and employer contributions.
  3. Plan Selection and Comparison Overview on selecting plans, using filters, plan comparison and SBC/SOBs.
  4. Eligibility and Agent Attestation Eligibility, general terms and agent attestation.
  5. Signature Process Details on Docusign process.
  6. Enrollment Census Data entry into the OCE and discuss the WGS and ISG Census.
  7. Save, Exit and Return to Complete Enrollment Demonstrates the accounts page and related tabs.

PRODUCER TOOLBOX

You’ll find lots of new ways to easily manage your book of business all from one site.

STEP-BY-STEP GUIDE

Download this guide to learn about how to use the

new functionality available in Producer Toolbox.