1 Initial Setup

Complete Your Master App

2 Case Setup

IMPORTANT - Case Setup Form

Fill this form out IMMEDIATELY after completing your Master App (not client facing)

3 Educate & Enroll Using Your ExpressEnroll Link

4 If You're Using Your Enrollment Director, Simply Complete your GoSheet / FECN

Your enrollment director will take it from here.

Option 2: You can manually input your census and enrollment data onto this spreadsheet and upload it into the transmittal portal.

5 Less than 5 Applications? Simplified Issue Paper Apps

You can use this PDF form application to enroll employees with the underwriting questions. This is ONLY to be used on your cases where you have less than 5 enrollees.

IMPORTANT – YOUR EXECUTIVE PARTNER WILL RECEIVE THIS APPLICATION as a password protected PDF.

You MUST collect the applications from them and YOU are responsible for the processing and deduction reports for these applications. YOU will NOT receive these applications or notification of completion.

WE HIGHLY recommend that you complete this application WITH your client if you are using these forms