ClientManager. New business user guide. Creating a group. Do this first

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1 ClientManager New business user guide Creating a group Do this first When you create a group, that record will always exist, even if you don't quote that group or if they don't purchase a Priority Health plan. All information will be saved to automatically populate forms and fields throughout the sales process. Make sure you have specific information ready. (See the ClientManager SM new group information sheet.) You can edit a group s information (also called Case Details) any time after you create it. 1. On any page in My Workbench, click Create New Group (in the top right corner). 2. On the "Create New Group" page, enter: Group name ZIP code SIC Code - Use "Search" if you need to 3. Click Create Group. Admin contact information - Must be the group administrator, not an agent or third party administrator. Agent information (if applicable) Click Add Agent to search for agents and add them to this group priorityhealth.com 1

2 Quoting a group Need to change a quote? Use the "copy quote" feature. See instructions below. Make sure you ve created the group before you begin the quote. Find your group 1. On My Workbench, find your group under "Small Group New Business" or using "Search." 2. Select the group and click Create Quote. Start the quote 1. Select an effective date 2. Confirm group information 3. Click Next Add the census There are two ways to add a census: manually and upload. 2 ClientManager new business user guide

3 Manually adding a census 1. Enter the total number of employees you need to add. 2. Click Add Census Rows. 3. Type in employee information: first and last name, birthdate, status, coverage level, ZIP code 4. Click Next. Upload a census 1. Open our template by clicking Download Template. 2. In the "File Download" window, click Open. 3. In Excel, type or copy and paste (from your own spreadsheet) the group's information in the corresponding columns. 4. Select only those cells that contain census information no headings. 5. Copy and paste the selection into the "Census Data" textbox and click Upload Census. priorityhealth.com 3

4 Add plan information 1. Use the "Build Your Medical Plan" box to create plan designs. 2. Select a product, sub-product and package. 3. Click View Plans to see Priority Health packages (optional). 4. Fill in the CM (contraceptive management) and DP (domestic partner) fields. 5. Click Add Plan >>. 4 ClientManager new business user guide

5 View a rate grid 1. Select a product and sub-product in the "Build Your Medical Plan" box. 2. Under "Package," choose Select All. 3. Ensure all fields are filled in. 4. Click Get Rate Grid. priorityhealth.com 5

6 Copy a plan design 1. On the Plan Information page, select the plan you'd like to copy. 2. Click Copy. 3. Make your changes to the plan design. 4. Click Add Plan>>. Complete the quote 1. When you've created your plan designs, click Generate Quote. 2. Name the quote. (If you don't, system will name it with the quote number.) 6 ClientManager new business user guide

7 Create a proposal 1. On the Quote Details page, select the plan designs to include in the proposal. 2. Click Create Proposal. 3. Choose proposal contents. All required documents are already selected. 4. Confirm plan selection. 5. Click Next>>. 6. Verify who you're sending the proposal to and how to send it ( or print). 7. Click Generate Proposal. priorityhealth.com 7

8 Copying a quote Once you generate rates, you can't edit a quote. But you can copy an existing quote from the Quote Details page and start over. Copying a quote provides an exact match of the previous quote without making you re-enter the census. 1. From My Workbench, find your group. 2. Click the group name to go to their Case Details page. 3. Click the Quotes tab. 4. Click View in the right column for the quote you'd like to copy. 5. On the Quote Details page, select the plan designs you'd like to include in the new quote. 6. Click Copy Quote. 7. You'll see an exact duplicate of the quote, including plan designs and census information. Make your changes and click Generate Quote. 8 ClientManager new business user guide

9 Submitting an application (allow 30 days) 1. On My Workbench, find your group. 2. Click the group name to go to their Case Details page. 3. Click the Quotes tab. 4. Click Apply in the right "Action" column. 5. You'll be on the Quote Details page. Select the plan(s) your group has chosen and click Start Application. Complete group setup Group setup is the first step to starting the application process. It must be complete before you can continue with the application packet. priorityhealth.com 9

10 1. Click Add Sub-Group to add necessary subgroups. Remember: A subgroup is a business that has a different tax ID from the group but shares common control (per IRS guidelines). If it doesn't meet these requirements, don't add it. 2. Click Add Classes to assign classes. You must assign at least one class for a group. If there is only one class, then you can keep the default, which is "No Description." ( No Description means the class only contains all active employees and will be listed as the Active class.) 3. When sub-groups and classes are set, click Assign Plans>>. 4. On the Assign Plans to Classes page, assign each plan to at least one class. Click Assign Employees >>. Note: Class assignments may be defaulted based on class and/or plan design. 5. On the Assign Employees page, assign each employee to their group or sub-group and to their correct class. Note: Employee assignments may be defaulted based on class and/or plan design. 6. Click Complete Setup. You can edit the group setup at any time by clicking Edit Group Setup in the Group Set Up tab. Application forms When you're done with group setup, you'll be on the application page. You can start completing application forms now or come back later. Remember: All of these forms must be complete before you can submit your new group. Group application Agent acknowledgement Group agreement Supporting documentation Employee enrollment forms 10 ClientManager new business user guide

11 1. Use the Submission Checklist to verify all forms are checked "complete." 2. Click Submit. Note: The "Submit" button is disabled after the group's application packet has been submitted, and you can't resubmit a packet. You can't submit application packets after the 20th of the month before the effective date. Contact the Small Business department with questions at Priority Health 6880A 5/12