EasyAppsOnline Tutorials
Article ID: 26990

Question

EasyAppsOnline Tutorials

Answer

Please click one of the following tutorial links to read that article online.

EasyAppsOnline Tutorials

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InstantQuotes Tutorial NEW!

This article covers the InstantQuotes, a real-time quoting interface that allows brokers to create quotes directly from their EasyappsOnline portal.

 

EasyQuotes Wizard Tutorial
This article covers the EasyQuotes tool that makes the process of gather multiple carrier quoting census files easier.

Add New Client Wizard Tutorial 
This article discusses how to use the Add New Client Wizard and get your first group setup and using EasyAppsOnline.

Renew A Client Wizard Tutorial
This article covers the Renew A Client Wizard that allows the broker to configure and update all company/employee data before updating the applications the following year.

 

Final Plan Selection Mode Tutorial  
The article teaches the broker how to build classes, set defined contribution, create election reports, and even populate employee plan selections on the carrier applications.

New Hire Mode Tutorial 
This article covers the New Hire Mode tool that allows you and/or your client to administer new hire enrollments throughout the year.

 

 

How to submit employee applications to the carriers  
This article covers the task of submitting applications to the carriers (includes Humana Pre-Quotes and Sold Case Submissions).

related articles

Add New Client Wizard Tutorial
I exited out of the Add New Client Wizard prematurely. What do I do?
How to Submit Applications to the Carriers (Including Humana)
EasyQuotes Wizard Tutorial
InstantQuotes Tutorial
Qualifying Life Events - Employee Instructions
Access Employee Usernames
Making a Report with Employee Usernames
Employee Instruction Guides

Article Details

Views: 2934	Created on: Feb 15, 2013 Date updated: Jan 31, 2017
Posted in: Getting Started Tagged: Final Plan Selection

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