Review and Manage Plan Details
On your dashboard, open the plans dropdown and click either “Manage Qualified Health Plans” or “Stand Alone Dental Plans”. You’ll see a full list of plans for the selected year, along with key details such as the plan number, issuer status, last update, and verification status. Use the filters on the left to narrow your […]
Configure Pay Now Settings
Set up your company’s Pay Now settings to send consumers directly to your payment portal so they can make their first premium payment and activate coverage. Right after enrolling on your dashboard, click “Payment Configuration” on the left. If this is your initial setup, no settings will appear yet. The page will default to showing […]
Browse Health Plans in the Carrier Rep Portal
From your dashboard, enter the effective start date for the plan year you want to review. If you’re previewing plans as part of plan and rate validation for the upcoming year, be sure to enter the first day of the new plan year. Then click the “View Customer Shopping” button to browse plans. Select a […]
Certify Plans
On your dashboard, open the plans drop down in the top navigation bar. You can choose to manage either qualified health plans or stand-alone dental plans. Once you select an option, you’ll be taken to the list of relevant plans Use the filters on the left panel to narrow down the list. When you find […]
Update Carrier Certification Status
On your dashboard, open the issuers dropdown in the top navigation bar, then select “Manage Issuer Accounts”. From the list, click the name of the carrier you’d like to update. On the left, click “Certification Status”. This is where you can review and update the certification status for that carrier. To make changes, click the […]
Upload Plan Documents and View Plan Benefits
On your dashboard, open the issuer’s drop down and select “Manage Quality Rating” to upload your quality rating files. Here you will upload and manage state quality rating files at the carrier level. On the right, you’ll see a list of previously uploaded files. Click a file name to view its content. To upload new […]
Manage Carrier and Enrollment Representative
On your dashboard, you will automatically land on the Issuer’s Accounts page. Click the name of the issuer to add or edit a representative. Use the About This Issuer menu on the left to access key sections of the profile, including issuer details and assigned roles. Click “Issuer Roles” on the left panel to view […]
Add or Edit an Issuer Account
On your dashboard, click the “Add New Issuer” button on the left. Fill in the issuer’s details in each required field then click “Next” to continue to the issuer’s primary contact details. Enter the contact details in each required field. Click “Next” to continue. Before adding your new issuer, review all information carefully, then click […]
Edit Plan Details
Open the plans dropdown and click either “Manage Quality Health Plans” or Stand-Alone Dental Plans”. You’ll see a full list of plans for the selected year. Use the filters above the table to sort by plan number, name, carrier, plan level, and more. Use the filters on the left to narrow your results and find […]
