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How do I attach carrier applications to my client?

  • Date updated 2012-11-28
  • By EasyAppsOnline

How do I attach carrier applications to my client?

How do I attach carrier applications to my client? 1. Click Clients2. Mouseover Expand3. Mouseover Application Management4. Click View/Add Carrier Apps5. Click Add New Carrier Application6. Choose the state by clicking it on the map7. Choose the carrier in the first list box8. Choose the carrier application in the second list box9. Click Add selected [...]

Employee Chat Session

  • Date updated 2012-11-21
  • By EasyAppsOnline

Where can an employee go to chat with support online?

The employee can chat online with our Support Team through: www.easyappsonline.com They may also send a question via email to the agent through the Employee Support Tab on the Main Menu when they log [...]

How do I find out whether the applications have been sent to the carrier?

  • Date updated 2012-11-21
  • By EasyAppsOnline

How do I find out whether the applications have been sent to the carrier?

Choose an Action Menu > Application Management. Click "These applications have submission codes. Click here to see details" It will provide you with all the submission codes for the carriers, when the applications were picked. Scroll over the submission code as it will provide the list of employees applications being [...]

Can not update a condiion

  • Date updated 2013-01-03
  • By EasyAppsOnline

Employee states they cannot modify their condition?

The following are fields that can be updated:Date fields (with the exception of the Emergency Room Visit Date)Prescriptions Diagnosis/treatmentCurrent status Therefore if the system is not accepting the change, then delete the condition and re-add it to correct the [...]

Employee Support

  • Date updated 2013-01-03
  • By EasyAppsOnline

Is it possible to complete the employee application without the social security number? Can the employee just put X's?

No, the SSN is a mandatory field. Do not add just X's as the application will not be able to send to carrier. If they try to enter a dummy SSN they will receive a duplicate error, and to fix this contact EasyAppsOnline's Support @ 1.888.563.4474, we can override the system to allow a dummy SSN# such as all zeros ie: [...]

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    EasyAppsOnline



    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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