How to use the EasyAppsOnline Prospect Tool

What is the EasyAppsOnline Prospect Tool? The EasyAppsOnline Prospect Tool requires a link to be used (see link below) that ties directly to an Admin or Producer account of your choice. You may place this special link on your website (possibly attached to an image) or in an email communication you distribute to your prospects. How to Access the Tool To access the Prospecting Tool, Click [...]

How to resolve employee signature errors?

The employees need to open all the carrier links one at a time to review, close then check off the box next to the link before selecting the I Agree Button. 2. The security setting for the PC/laptop might be set too high. It needs to be medium to medium low.3. They may need to check for compatibility issues as on most PC/Laptop a torn paper icon near the tool bar will appear. If using Internet [...]

How to move an Employee from one existing group to another?

Find old group from client listing. Go to Maintain Employee Listing from the drop down menu called Choose an Action. Locate the employee. From the drop down menu called Choose an Action to the right of the employee’s name select the option called Edit Account. Under the employee’s name is a drop down menu for Company. Find the new company and select. Select the Submit Button. [...]

EasyQuotes Wizard Tutorial

What is EasyQuotes? EasyQuotes was developed to make the process of gathering multiple carrier quoting census files easier. By uploading the EasyCensus Template, you can pre-load all of the employee/dependent information needed to generate quoting census files for several different carriers. What does it cost to use? EasyQuotes is a completely free feature on the EasyAppsOnline platform. Once [...]

How to run the Final Elections Report from the HR Portal

How to run the "Final Election Report" from within the "HR Portal" that exports the benefit information into an Excel spreadsheet. Within the HR Portal, click Reports From the Reports menu, click Run Report by Final Elections Report Check the boxes next to each of the desired fields you would like to include on the excel report, then select Run [...]