VIP Carrier Center – Assurity
Account Opening/Implementation
Step #1 – Complete your Master App
Step #2 –
IMMEDIATELY
Complete the Case Setup Form
Steps 3 & 4. (you have two options)
IMMEDIATELY
#3 – Manually input all of your enrollment information into Assurity’s Benselect (Selerix) System
#4 Create your Deduction Report AND VOLUNTARY SALES REPORT using Selerix
—-> OR <----
Simply fill out this form, supply the information needed, and DAVID GODDARD, your National Enrollment Director will handle the rest!
Field-Enrollment-Completion-Notification
David will handle this, send you your deduction report, and even include Benefit Summary letters for your client’s NEXT open enrollment!
Step #5 – Transmittal Form
USE YOUR VOLUNTARY SALES REPORT FROM BENSELECT WHEN TRANSMITTING!
All States
Statement of Health PORTAL
Give this link to your clients to fill out for simplified issue!
This is where you can check to see if your clients have completed their SOH. Results will stay on the server for 90 days. Simply open the tab in the proper state!
Service App
Connect – Get Help – Forms
Enrolled with us for Employee Benefits? Get Top-Notch Support. Visit brand-specific Help Pages for Beam, Assurity for Accident Insurance, Disability Insurance and Critical Illness Insurance, SMBA, 5Star, Recuro Health, and OneAmerica. Your satisfaction is our priority.
