|
|
|
|
My client completed EasyAppsOnline last year with another agency. Can I access their information?
|
|
| |
In order to transfer employee information between EasyAppsOnline brokers you must complete a client transfer form which can be located under the Help tab on the main menu when you first log in. The document in the help library is called Client Transfer Form. You will need to complete this, fax it t...
|
|
|
How do I reset the HR Security Question? |
|
| |
How to reset the HR Security Question1. Click Clients2. Select Choose an action3. Choose Reset HR Security Question Once the Security Question has been reset the HR Administrator will be asked to create a new security question and answer upon their next login....
|
|
|
How do I answer the employee support questions when I receive an "Employee Support Request" email notification?
|
|
| |
When an employee has a question on their application they have an option called "Request Support" that allows them to ask a question and the system will email the broker attached to this group to notify they have pending questions that need addressed in their EasyAppsOnline portal. To answer the e...
|
|
|
Where can an employee go to chat with support online? |
|
| |
Employees may visit http://www.easyappsonline.com and the chat request window will automatically appear when the page loads. We recommend only providing this as a solution if you are not able to assist the employees with their general questions....
|
|
|
What can I provide clients requesting more information on EasyAppsOnline's Security Policy.
|
|
| |
What do I tell my clients who have questions about the security of EasyAppsOnline? We sign Business Agreements with the carriers that we represent in regards to the security of our clients. You may also tell your client that we implement the following processes to ensure the protection of data...
|
|
|
I know I created the group but now I can't find them in client listing? |
|
| |
At the top of the Clients page select Show all companies including those with expired enrollment dates...
|
|
|
The HR Account has been locked out. What do I do?
|
|
| |
An HR Administrator that enters the wrong password 3 consecutive times will be locked out and the company will be highlighted on the Clients page. Example Message: COMPANY ACCOUNT DISABLED. PLEASE CONTACT A SYSTEM ADMIN. To unlock the HR account Click Clients Locate the company and select Cho...
|
|
|
How do I find out whether the applications have been sent to the carrier? |
|
| |
Choose an Action Menu > Application Management. Click "These applications have submission codes. Click here to see details" It will provide you with all the submission codes for the carriers, when the applications were picked. Scroll over the submission code as it will provide the list...
|
|
|
How do I attach carrier applications to my client?
|
|
| |
How do I attach carrier applications to my client? 1. Click Clients2. Mouseover Expand3. Mouseover Application Management4. Click View/Add Carrier Apps5. Click Add New Carrier Application6. Choose the state by clicking it on the map7. Choose the carrier in the first list box8. Choose the carrier a...
|
|
|
How to transfer employees between companies in the system |
|
| |
To transfer employees between companies Click Clients Click Choose an Action Select Maintain Emps Next to the employee to be transferred, click Choose an action Select Edit Account From the Companies drop down menu choose the new company Click Submit...
|
|
|
Understanding the 3 different user rights for brokers
|
|
| |
There are 3 different types of User Rights in EasyAppsOnline that determine the level of access an individual will have on the website. User Rights Definitions AdminThis account type will allow the user full access to the EasyAppsOnline system. They can create/modify existing broker accounts and ...
|
|
|
How to Activate Life Events for an EasyAppsOnline Company |
|
| |
1. Go to Enrollment Modes/Dates and put your group in New Hire Mode. 2. If your group is already in New Hire Mode, just say YES to Allow Life Events/Changes. 3. Enter the number of days new hires will be allowed to enroll and choose the Eligibility Period. 4. Choose YES next to Allow Life Event...
|
|
|
How do I use InstantQuotes?
|
|
| |
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...
|
|
|
How do I map or set up the EOI questions on carrier applications? |
|
| |
Part I: EOI Application Mapping on Final Plans – Voluntary Life Plans Make sure the Voluntary Life plan is set to show the applicable carrier for this plan. In this example, we will be using Guardian as the carrier. The carrier has probably already been selected, since this is a required f...
|
|
|
How do I handle an employee's life event once it's been submitted to me?
|
|
| |
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...
|