The Company tab allows you to adjust your settings and securely upload files to your Lockbox.


Settings:

Houses all of the employer information and employer settings. 


Lockbox:

This is a secure document repository. There are Lockbox Notes, and Lockbox Files.


Lockbox Notes are notices that are available to the employees at all times through their employee portal. This a great place to put things like Health Exchange Notices, renewal notices, employee handbooks, etc.

  • Add New Note


Lockbox Files can only be seen by employers and brokers. Employees do not have access to Lockbox Files. This is a great place to store census information, renewal information, etc.  

  • Add New File/Folder