The new hire or new enrollment processing varies from group to group, and from carrier to carrier. Once employees confirm their selections, there are a few different types of processing that could occur:


      * You'll need to communicate with your insurance broker (or third party administrator) about who will be responsible for these tasks!







      First you'll need to set the enrollment dates for the specified product by going to the Enrollment Dashboard. This can be found under the Enrollment Tab.   
      Next, be sure to select only the product(s) that are open for review by choosing from the drop-down.

       

      Next you'll want to send out an open enrollment email. For more information on setting up custom email templates, click here.   
      Now that your employees know that their enrollment is open, you can monitor their progress through the Enrollment Dashboard. This process allows for easy communication and sending out email reminders to employees who need to complete tasks.   




      For processing the enrollments with the insurance carrier, there are two different paths currently available, and are outlined below:



        Scenario 1: Census Enrollment


        If the carrier allows for census enrollments, once all employees have confirmed their selections, you can export their census enrollment template from “All Reports” page, and send (via secure email) the enrollment information to the carrier.

        *Census enrollment templates will need to built into your Maxwell portal by the Maxwell Health Team.

        • Once the census enrollment information has been submitted to the carrier, employees' enrollment status will need to be manually changed from "Confirmed" to "Submitted". This can be done through the "Products" tab for a specific employee on a per product basis, or through “Advanced Product Options”, which allows you to change the enrollment status for multiple employees across multiple products.
        • When enrollment confirmation from the carrier has been received, employees’ enrollment status will need to be changed from “Submitted” to “Enrolled” and their member information will need to be put into the portal. Click here to learn how to enter in member ID information.


        Scenario 2: Enrollment Forms


                          • Any enrollment forms that are required will need to be loaded into the Maxwell portal by the Maxwell Health Team.
                          • Once employees confirm their selections, you need to submit the enrollment form for each product to the employees for signing (click here to learn more).
                          • When enrollment forms are submitted to employees, employees will be sent a notification email telling them their form is ready.
                          • When employees complete and sign forms through their portal, their enrollment status int he dashboard will show the number of forms signed over the number of forms requested (click here to learn more about enrollment statuses). A notification will also be sent from the system to the administrator that a form has been completed. 
                          • Completed forms need to be downloaded from the “Form Signing Status” page, and submitted to the carrier.
                          • Once enrollment forms have been submitted to the carrier, employees' enrollment statuses will need to be manually changed from “Confirmed” to “Submitted”. This can be done through the "Products" tab for a specific employee on a per product basis, or through “Advanced Product Options”, which allows you to change the enrollment status for multiple employees across multiple products.
                          • When enrollment confirmation from the carrier has been received, employees’ enrollment statuses will need to be changed from “Submitted” to “Enrolled”, and their member information will need to be put into the portal. Click here to learn how to enter in member ID information