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ACCOUNT OPENING/IMPLEMENTATION

Process Roadmap
Step 1

Step #1 – Complete your Master App

Assurity Master Apps
Step 2

Step #2 –

IMMEDIATELY

Complete the Case Setup Form

Assurity Case Setup Form
This form will go to Assurity so they know to build your case in BenSelect. It takes on average 5 business days to build after this form is complete.
Step 3 & 4

Steps 3 & 4. (you have two options)

IMMEDIATELY

#3 – Manually input all of your enrollment information into Assurity’s Benselect (Selerix) System

#4 Create your Deduction Report AND VOLUNTARY SALES REPORT using Selerix

Assurity Census Template

—-> OR <----

Simply fill out this form, supply the information needed, and DAVID GODDARD, your National Enrollment Director will handle the rest!

F.E.C.N

Field-Enrollment-Completion-Notification

David will handle this, send you your deduction report, and even include Benefit Summary letters for your client’s NEXT open enrollment!

Step 5

Step #5 – Transmittal Form

USE YOUR VOLUNTARY SALES REPORT FROM BENSELECT WHEN TRANSMITTING!

Transmittal
SOH Portal
All States

Statement of Health PORTAL

ASSURITY SOH QUESTIONNAIRE

Give this link to your clients to fill out for simplified issue!

Competed SOH Table

This is where you can check to see if your clients have completed their SOH. Results will stay on the server for 90 days. Simply open the tab in the proper state!