How To's

Add Member ID Number
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 membe...
Wed, 28 May, 2014 at 1:36 PM
Adding a New Hire
Adding a new employee into the Maxwell Portal is easy -- simply follow the steps detailed below. The new hire processing will vary, both from carrier to car...
Wed, 24 Sep, 2014 at 3:19 PM
Annual Open Enrollment
The new hire or new enrollment processing varies from group to group, and from carrier to carrier. Once employees confirm their ...
Thu, 25 Sep, 2014 at 2:19 PM
Edit Automatic Welcome Email
When you add a new employee, on the "finalize" step, a welcome email will automatically pop up and prompt you to send it to your new hire. To chan...
Fri, 6 Jun, 2014 at 9:00 AM
Edit/View Employer Contribution Information
To view or edit employer contribution information per product, follow the below steps: Under the "Marketplace" section of the lefthan...
Wed, 28 May, 2014 at 5:41 PM
Enrollment Dashboard Overview
The Enrollment Dashboard allows you to track any employee who is in any sort of open enrollment. You can also send reminders at each step along the way, and...
Tue, 27 May, 2014 at 11:48 AM
Export Census
To export a census report from the Maxwell portal follow the below steps: Click on the "Employees" page under the "Team" se...
Wed, 28 May, 2014 at 2:18 PM
Form Signing Status Overview
In this section, you are able to see any forms that are pending signatures, as well as view and download completed forms. Click here to learn how to reques...
Fri, 6 Jun, 2014 at 10:24 AM
Groups Overview
Groups allow you to break your employees up into different groups, whether that be by location, division, tier (i.e. Executive, Manager, Part-Time), etc. Th...
Wed, 21 May, 2014 at 11:28 AM
Manage Administrators
Multiple administrators at a group or broker can be given access to the Maxwell portal. Permission levels can also be set on a per-administrator basis (clic...
Fri, 6 Jun, 2014 at 10:26 AM