Assurity Case Opening and Implementation
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Follow the modular step-by-step process below to complete your partner onboarding and case implementation requirements.
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Portal Navigation
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- Back to the PartnerApp Homepage
- Assurity Implementation
- Product Brochures, Training & Marketing Materials
- AssurelLink Access
- Assurity Key Contacts
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1. Account Opening & Setup
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Simply follow the steps below.
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Step 1 – Account Opening and Initial Setup
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Complete your Master Application to establish the primary relationship between your group and Assurity.
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Step 2 – Assurity Business Transformation Technology Setup
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This case needs to be built in Assurity’s internal BenSelect Platform and can take up to 7 business days. Complete the Case Setup Form as soon as the Master Application is complete so Assurity knows what to build for you based on your proposal and Master App selections.
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2. Post Enrollment – Data Entry & Delivery Options
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Option 1 – The "GO-SHEET" (F.E.C.N)
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The SMART play. Use your VIP Enrollment Team to handle all of the data loading for you and save hours of admin work.
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Complete this form below and focus on what you do best. You will receive a multi-carrier deduction report and even benefit summary letters for next year’s open enrollment.
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Option 2 – Your Census Data
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If you are inputting all of your enrollment data yourself, here is a Census template that can help.
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Data Accuracy: Ensure all client enrollment data in BenSelect is complete and accurate. Transmittals will need to be completed as well in step #5.
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With this option, you are responsible for your own deduction reports and related follow-up tasks.
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Last Step (Only After All Data Is Into Assurity): The Transmittal Form
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Finalize submission of all gathered implementation data and position your commission.
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SOH Portal
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Access the Statement of Health Portal if you are in a rare simplified issue scenario for a client.
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Quick Resources
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- \n
- Why is it the SMART move to use an enrollment director?
- Meet your Enrollment Director
- Contact your Enrollment Team
\n
\n
\n
\n
Assurity Case Opening and Implementation
\n
Follow the modular step-by-step process below to complete your partner onboarding and case implementation requirements.
\n
Portal Navigation
\n
- \n
- Back to the PartnerApp Homepage
- Assurity Implementation
- Product Brochures, Training & Marketing Materials
- AssurelLink Access
- Assurity Key Contacts
\n
\n
\n
\n
\n
\n
1. Account Opening & Setup
\n
Simply follow the steps below.
\n
Step 1 – Account Opening and Initial Setup
\n
Complete your Master Application to establish the primary relationship between your group and Assurity.
\n
Step 2 – Assurity Business Transformation Technology Setup
\n
This case needs to be built in Assurity’s internal BenSelect Platform and can take up to 7 business days. Complete the Case Setup Form as soon as the Master Application is complete so Assurity knows what to build for you based on your proposal and Master App selections.
\n
2. Post Enrollment – Data Entry & Delivery Options
\n
Option 1 – The "GO-SHEET" (F.E.C.N)
\n
The SMART play. Use your VIP Enrollment Team to handle all of the data loading for you and save hours of admin work.
\n
Complete this form below and focus on what you do best. You will receive a multi-carrier deduction report and even benefit summary letters for next year’s open enrollment.
\n
Option 2 – Your Census Data
\n
If you are inputting all of your enrollment data yourself, here is a Census template that can help.
\n
Data Accuracy: Ensure all client enrollment data in BenSelect is complete and accurate. Transmittals will need to be completed as well in step #5.
\n
With this option, you are responsible for your own deduction reports and related follow-up tasks.
\n
Last Step (Only After All Data Is Into Assurity): The Transmittal Form
\n
Finalize submission of all gathered implementation data and position your commission.
\n
SOH Portal
\n
Access the Statement of Health Portal if you are in a rare simplified issue scenario for a client.
\n
Quick Resources
\n
- \n
- Why is it the SMART move to use an enrollment director?
- Meet your Enrollment Director
- Contact your Enrollment Team
\n
\n
\n
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