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How to manage your freshbenies policy through EasyAppsOnline

  • Date updated 2017-10-09
  • By EasyAppsOnline

How do you manage a freshbenies policy through EasyAppsOnline?

What is freshbenies? freshbenies is an employee benefits program providing non-insurance healthcare services that help employer and employees control healthcare costs. What services does freshbenies provide? TelehealthGive your employees 24/7 access to family doctors by phone or video, at no additional charge. We partner with the nation’s first and largest telehealth company. Doctors [...]

How to Activate Life Events for an EasyAppsOnline Company

  • Date updated 2017-08-09
  • By EasyAppsOnline

How to Activate Life Events for an EasyAppsOnline Company

1. Go to Enrollment Modes/Dates and put your group in New Hire Mode. 2. If your group is already in New Hire Mode, just say YES to Allow Life Events/Changes. 3. Enter the number of days new hires will be allowed to enroll and choose the Eligibility Period. 4. Choose YES next to Allow Life Events/Changes and save the updates: *Note: Not available on Defined Contribution groups. 5. [...]

Understanding the 3 different user rights for brokers

  • Date updated 2016-07-27
  • By EasyAppsOnline

Understanding the 3 different user rights for brokers

There are 3 different types of User Rights in EasyAppsOnline that determine the level of access an individual will have on the website. User Rights Definitions AdminThis account type will allow the user full access to the EasyAppsOnline system. They can create/modify existing broker accounts and access/modify all EasyAppsOnline clients. AgencyThis account type limits the user to only [...]

EasyAppsOnline can now populate electronic EMPLOYER signatures on carrier applications!

  • Date updated 2016-05-26
  • By EasyAppsOnline

EasyAppsOnline can now populate electronic EMPLOYER signatures on carrier applications!

In order for the signature to appear on the completed applications, employers will need to log into their HR Portal, type in their name and title and sign their name for each application that needs a signature. We are activating this feature on a per-application basis when requested – just let us know if you have an application that requires the Employer signature and we’ll turn it [...]

InstantQuotes Tutorial

  • Date updated 2017-11-03
  • By EasyAppsOnline

How do I use InstantQuotes?

InstantQuotes allows brokers to quote new and existing clients in the EasyAppsOnline system. Select one of the 2 methods below to start using InstantQuotes! Method #1: InstantQuotes for New Clients Click Clients. Select EasyQuotes Wizard. Click Start Wizard. NOTE: If you accidently exit the wizard before completing all of the steps Click Clients. Select [...]

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    Description:
    Total articles: 65
    Article Categories: 17
    • Getting Started
    • Frequently Asked Questions
    • Census Help
    • EasyAppsOnline News and Updates
    • HR Portal
    • Client Maintenance
    • Client Renewal Wizard
    • New Hire Mode
    • Employee Application
    • Carrier Applications
    • Security
    • Reports
    • Employee Support
    • Helpful Documents
    • Prospecting Tool
    • InstantQuotes
    • News & Updates
    Article Tags:18
    • Add New Client Wizard
    • Census
    • Client Data Transfer
    • Agent of Record
    • Renewal
    • Update Applications
    • New Hire
    • SBC Documentation
    • Benefit Summary
    • HR Portal
    • Medication
    • Carrier Applications
    • Employee Help
    • Security Policy
    • Client Maintenance
    • Helpful Documents
    • Final Plan Selection
    • Prospecting Tool

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