Downloadable Reference Material
  Introducing Employer eServices
Simpler. Easier. Better.

Click on a topic below for more information, or simply scroll down the page. All of the guides can be viewed, saved, downloaded and printed for future reference.


Employer eServices
 
All Users

 

ID Cards   PDF (643 kb)
  Group Select   PDF (414 kb)
  Manage Access   PDF (1571 kb)
  Billing- Eligibility Based   PDF (1716 kb)

 

Billing- Self Billed   PDF (1900 kb)
If you use a 6-digit policy or contract number with MORE THAN 150 employees

 

Add Employee   PDF (2503 kb)

 

Add Dependent   PDF (1815 kb)
  Terminate   PDF (815 kb)

 

Reinstate   PDF (1735 kb)

 

Change   PDF (1639 kb)

 

Inquire   PDF (2796 kb)

 

Claims   PDF (831 kb)
  COBRA Dependent Only   PDF (917 kb)
  COBRA Employee & Dependent   PDF (1441 kb)
 

eLearning Course

If you use a 6-digit policy or contract number with LESS THAN 150 employees

 

Add Employee   PDF (1383 kb)

 

Add Dependent   PDF (1209 kb)
  Terminate   PDF (618 kb)

 

Reinstate   PDF (2106 kb)

 

Change   PDF (2104 kb)
  Inquire   PDF (1599 kb)
  COBRA Dependent Only   PDF (918 kb)
  COBRA Employee & Dependent   PDF (1392 kb)

 

eLearning Course

 

Employer eServices Customer Reporting
       
Standard Employer User Profile
Help and Training Resources
PDF (2269 kb)
  Navigation   PDF (1072 kb)
  Viewing Automated Reports
PDF (852 kb)
Standard Broker User Profile
Help and Training Resources
Navigation
Viewing Automated Reports
Select/Expanded Employer User Profile
Help and Training Resources
Navigation
  Viewing Automated Reports   PDF (852 kb)
  Running Custom Reports   PDF (1376 kb)
Exporting Reports   PDF (649 kb)
  Creating Group Segment Filters   PDF (939 kb)
  Importing Group Segment Filters   PDF (980 kb)
  Sharing Group Segment Filters   PDF (523 kb)
  Using Advanced Options   PDF (1208 kb)
  Manipulating Report Data   PDF (1001 kb)
  Creating Report Templates   PDF (1221 kb)
Drilling Report Data*
  Running Ad Hoc Reports*   PDF (1253 kb)
Select/Expanded Broker User Profile
Help and Training Resources
Navigation
  Viewing Automated Reports   PDF (852 kb)
  Running Custom Reports  
Exporting Reports   PDF (649 kb)
  Creating Group Segment Filters   PDF (939 kb)
  Importing Group Segment Filters   PDF (980 kb)
  Sharing Group Segment Filters   PDF (523 kb)
  Using Advanced Options  
  Manipulating Report Data   PDF (1001 kb)
  Creating Report Templates  
Drilling Report Data*
PDF (1274 kb)
  Running Ad Hoc Reports*   PDF (1253 kb)
 

* Available to Expanded Users only