Beam Benefits
Beam Benefits Implementation
Efficiently guide your clients through the onboarding process with our structured implementation framework.
1 Sold case Notification / Beam Master App Request
Sold Case / Request Form
This form will send Beam the notifications to send you and your employer the docusign master application.
2 Digital Signing
BEAM's DocuSign Workflow
BEAM will send a Master App via DocuSign. Once you fill out your portion, it automatically routes to your account to complete the process securely.
3 Educate & Enroll Your Group On Your ExpressEnroll Link
BEAM Transmittal
The place to upload Beam Census and Enrollment Data to ensure accurate processing of your group benefits.
Note: If using the VIP Enrollment Team, your dedicated Enrollment Director handles this step. They will provide a multi-carrier deduction report and custom Benefit Summary letters for your client.
4 Data Management / Enrollment Director
THE SMART MOVE - COMPLETE THE "GO SHEET"
5 Optional Manual Process
Census & Enrollment Template
Option 2: You can manually input all of your census and the dependent's data on to this Beam Census Template.
The VIP Advantage: Unlocking Exclusive Beam Benefits
Voluntary Insurance Partners (VIP) Program with Beam Benefits - National Access to Exclusive Advantages.
Product Overview
The VIP Advantage: Comprehensive Dental/Vision/Employer Paid Life & Enrollment Solutions
Study Guide
Decoding the Dental Quote: A Student's Guide to Benefits
Slide Deck
The VIP Advantage: Beam Benefits Unlocked
Deep Dive Audio
Better Dental Coverage and Instant Shel Life
Quiz
Beam Benefits: Dental, Vision, & Life Training Quiz
Movie
VIP Unlocked The BEST Dental insurance.
Benefits Simplified
Dental, vision, life, disability, and supplemental health.
Our plans are easy to understand, easy to implement, and even easier to use.