Small Group Quoting Tool i Quote Broker Training

Small Group Quoting Tool i. Quote Broker Training Module 9 04162021

Module Description This module is designed to explain the process for using the Small Group Quoting Tool software, including: § § § Logging in Entering Group information Adding employees (and their dependents) Selecting plans Quoting

Log In To the Broker Portal Go to my. HFHP. org or my. AHplan. com Select “Log In” then select “Broker”

Log In To the Broker Portal Log into the Broker Portal For assistance, contact Customer Service at 1. 855. 443. 4735

Small Group Quoting Tool - i. Quote Once logged in click: 1. Plans 2. Commercial Group 3. The + icon 4. The link to access the Small Group Quoting Tool

Small Group Quoting Tool – i. Quote Log in with your assigned username and password, click Submit If you do not have a username and password or if you are experiencing login issues, contact HFGroup. Sales@HF. org

Small Group Quoting Tool – i. Quote From the i. Quote Home page, click “New Group”

Small Group Quoting Tool – i. Quote Enter required information in indicated fields * Click “Save”

Small Group Quoting Tool – i. Quote Click “Quote” to start reviewing plans Click “Census Management” to add employee data

Small Group Quoting Tool – i. Quote Census Management Tips: § Choose “Add an Employee” to manually add each employee one-by-one. § Choose the “Census Excel Upload” to copy and paste from an Excel spreadsheet. § Only add the employees and dependents who will be enrolling; leave out the waivers. To add Employees, choose: “Add Employees” To upload an Excel spreadsheet of census data, choose: “Census Excel Upload”

Small Group Quoting Tool – i. Quote If you chose Census Excel Upload, make sure to “Download Census Worksheet”.

Small Group Quoting Tool – i. Quote Click “Enable Editing” Click “Enable Content”

Small Group Quoting Tool – i. Quote Once the census is on the excel upload sheet, make sure you “Validate” and “Save. ” Names and birthdates reflected are made up for illustration purposes Adding Your Census Important Reminders: 1. Employee, Spouse and Dependents of the same family will be the same Family ID. 2. The Status will always be Employee for everyone listed. 3. The Relationship for children of the employee eligible for coverage, up to age 26, is Children between the ages of 26 and 30 will be covered if the dependent is unmarried, has no dependents of their own and is a resident of Florida (or an enrolled student living outside Florida).

Small Group Quoting Tool – i. Quote Click “Choose File” to find your saved census sheet Click “Send Census Worksheet” to upload

Small Group Quoting Tool – i. Quote Names and birthdates reflected are made up for illustration purposes To edit census data or add a spouse or dependent, click the employee’s Name. To add someone new, click “Add More Employees”.

Small Group Quoting Tool – i. Quote If you prefer, click the drop down to limit plans viewed to HMO or POS Once you are done with your census, click “Quote by Plan. ” Select the plans you would like quoted (maximum of 20 plans can be quoted in one proposal).

Small Group Quoting Tool – i. Quote With each plan selected, Click “Add Plan” to save and view more plans

Small Group Quoting Tool – i. Quote Click “Remove” to delete a plan. Click “Generate Quote” when you are done selecting plans. Click more plans to add to proposal.

Small Group Quoting Tool – i. Quote Names and birthdates reflected are made up for illustration purposes Check box to “Include the Schedule of Benefits” for all plans quoted Click “Printable Report” to open the Proposal

Small Group Quoting Tool – i. Quote Click the printer icon and save as PDF (Google Chrome) Click the Save or Printer icon, save as PDF (Internet Explorer) Then click “Close” to return to previous screen.

Small Group Quoting Tool – i. Quote History can be selected to locate any previously quoted proposals Click “Analyze Benefits” to view plan benefits side -by-side Names and birthdates reflected are made up for illustration purposes

Small Group Quoting Tool – i. Quote “Log Out” to end session Click “Printable Report” to view on PDF spreadsheet. You can also Right Click and copy the plans, paste them directly into an Excel spreadsheet and manipulate to show data side-by-side. Click “View Rates” to go back to the rate page

Thank You! We look forward to writing Groups with you! Please continue on to review additional modules by line of business.