Once carriers confirm enrollments and Member ID numbers, that information will have to be put into the Maxwell portal. To enter in an employee's member ID number follow the below steps:
Please Note: You'll need to communicate with your insurance broker (or third party administrator) about who will be responsible for this task!
|Click into that employee from "Your Team" page.||
|Click on the "Products" tab for that specific employee (A), and click "Edit" for the product you wish to enter member ID information for (B).||
|First change the product status from submitted to enrolled. Then enter in member ID number into the "Member ID" field (A), and click "Save" (B).||