EasyAppsOnline Support Center
Powered by LiveHelpNow customer support suite
EasyAppsOnline Tutorials
Please click one of the following tutorial links to read that article online.EasyAppsOnline Tutorials InstantQuotes Tutorial NEW! This article covers the InstantQuotes, a real-time quoting interface that allows brokers to create quotes directly from their EasyappsOnline portal. EasyQuotes Wizard TutorialThis article covers the EasyQuotes tool that makes the process of gather multiple [...]
EasyAppsOnline Printable Application
If you would like to provide an employee with a printable version of the application please click the link below. EasyAppsOnline Printable Application *Please note, the employee will still need to access the online application and sign electronically to have their information processed by the [...]
How do I customize my client's portal?
How to Customize the Client Portal Right click the above image and click "Save picture As" to download the Logo Template. 1. Once downloaded, right click on the saved image and select Open With > Choose Paint. 2. Go to your client's website. 3. Right click on their logo at the top of the webpage and click "Save Picture" 4. Save the picture to your computer 5. Go back to your [...]
How do I reset the passwords for all employees to the Birth Year + Last 4 of SSN?
To ensure you are resetting them properly please follow the below instructions: 1. Click Clients 2. Locate the company and Choose an action > Set Enrollment Mode/Dates 3. Select Yes to Reset Employees Passwords to Birth Year + Last 4 of SSN 4. Click Update 5. Go back to the Main Menu and select Reports 6. Click Run Report next to Company Employee Census Report 7. Choose your [...]
How do I transfer an employee to another company in the system?
Click Clients 2. Locate the company the employee currently resides under and Choose an action > Maintain Employees 3. Locate the employee and Choose an action > Edit Account 4. Select the new company in the Company drop down menu 5. Click Update Note: This will transfer all of the employee's information (including medical data) to the new [...]