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EasyAppsOnline Tutorials
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Please click one of the following tutorial links to read that article online.EasyAppsOnline Tutorials 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 Wiz...
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EasyQuotes Wizard Tutorial |
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What is EasyQuotes? EasyQuotes was developed to make the process of gathering multiple carrier quoting census files easier. By uploading the EasyCensus Template, you can pre-load all of the employee/dependent information needed to generate quoting census files for several different carriers. What...
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How do I use InstantQuotes?
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InstantQuotes allows brokers to quote new and existing clients in the EasyAppsOnline system. Select one of the 2 methods below to start using InstantQuotes! Method #1: InstantQuotes for New Clients Click Clients. Select EasyQuotes Wizard. Click Start Wizard. NOTE: If you acci...
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Add New Client Wizard Tutorial |
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Getting to the Wizard To get to the Add New Client Wizard Click Add Client. Click Start Wizard If you exit the wizard before completing all of the steps Click Add Client. Locate your client's name from the drop down menu shown. The system will then allow you to modify ...
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How does an employee submit a life event?
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Proof of Your Life Event You will need proof of your life event, depending on what your change is. Scan the documentation and save it as a file. You will be required to attach this file before you are allowed to submit your life event change. A few examples of required documentation: - Termina...
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How do I handle an employee's life event once it's been submitted to me? |
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Life Events Overview In order for Life Events to be an option for users, the group must be in New Hire Mode. In order for the system to determine if a user needs to have access to the Life Event tool or the New Hire Enrollment tool, it will use employee’s hire date and the number of days you...
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Where can I see the employee usernames?
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You can click on each employee's name (it's a link) to view their Username, Email Address and Activity. The employee Usernames no longer display all together on the employee screen, like they did in the past. However, we are looking at changing this in the near future. There is no report that displ...
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where can I run a report that shows all the employee's usernames? |
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You can click on each employee's name (it's a link) to view their Username, Email Address and Activity. The employee Usernames no longer display all together on the employee screen, like they did in the past. However, we are looking at changing this in the near future. There is no report that displ...
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Where can I find the employee instructions for my group?
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The instruction guides are always available in 3 locations: the Add Company Wizard, Renew Group Wizard and in the Support menu/Support Manuals. If you go to either wizard, you can find your group in the list at the top of the screen. Once you do that, the wizard will open and you can scroll to the ...
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I exited out of the Add New Client Wizard prematurely. What do I do? |
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I exited out of the Add New Client Wizard prematurely. What do I do? Step 1. Download the Census Template (The link to re-download this can be found under Clients > Choose an action > Census Upload)Step 2. Add Company Information (If you back out it's available under Choose an action > ...
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How to Submit Applications to the Carriers (Including Humana)
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When your group has completed their applications you will need to submit retrieval instructions to each carrier. The carrier will be sent an email through EasyAppsOnline that contains a website address, username, password, and submission code that are required to download the employee applications....
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