Manage Enrollment and Claims. Includes the ability to send Enrollment emails in a series or as a one-off. Track on-going enrollment and send automated emails when issues come up with accounts. View claims by Team, Employer, Employee or Policy Holder. Filter out Claims that are not covered under the employers’ plan. Send claim emails when plans include Debit Cards.
Provide Brokers full administrative access or read-only. When administrative access is provided, all functionality above will be available to the Broker.