How To -- Submit an EB Open Enrollment Order

  • Click on add Open Enrollment
  • Select Client
  • Add Open Enrollment Dates
  • Add Enrollment Effective Date
  • Add Carriers (New and Old Carriers)
  • Add as much information or documents that were provided
  • If they have Cobra then you need to open up the Cobra Subtask and add the premiums in excel and any plan summaries. 
 
 
See Open Enrollment Guide for EB Partners document, attached.