READY. SET. ENROLL.

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2 Set up your Account Details to insure you are READY to enroll clients! STEP 1 - Check your for your BenefitNext Welcome Letter. This will contain your Username and initial password. If you did not receive or misplaced the , contact support@benefitnext.com and we will assist you. 2

3 Set up your Account Details to insure you are READY to enroll clients! STEP 2 - LOG IN Go to using your USER ID and Password provided in your Welcome Letter. NOTE you may always retrieve your Username or Password by clicking on Forgot Username or Forgot Password. You must know the address that is linked to your account. 3

4 Set up your Account Details to insure you are READY to enroll clients! STEP 3 - VERIFY ADVISOR DETAILS Click on the dropdown menu by your name and select Account Settings then Account Details Verify all Contact Information is correct, if not update. Be sure and SAVE frequently as you make updates either at the top or bottom of the page. Change your password Upload your image or logo (displayed on your personal Consumer Link) 4

5 Set up your Account Details to insure you are READY to enroll clients! STEP 3 continued - VERIFY ADVISOR DETAILS Verify NPN (Required -this must be correct for you to get credit for your enrollments) support@benefitnext.com to update. Verify FFM USER ID (Required -this must be correct for you to login to HC.gov) Upload 2017 FFM Certification (Required you lose access to ZipEnroll if not uploaded) Select how you would like your Plans Displayed to Consumers Name your Consumer Link Select your Consumer Link Enrollment Process Upload Tools/Ancillary Links (Links stored here will be found in dropdown menu under your name and select Tools for easy and quick access) Verify your STATE List is correct (if not, contact your Agency Admin or support@benefitnext.com) SAVE YOUR CHANGES 5

6 Set up your Account Details to insure you are READY to enroll clients! STEP 4 - MANAGE CONTRACTS & CARRIERS Select the Carriers listed under each STATE (by Year) that you are licensed to sell Upload State Licenses for each State (Required you may lose access to ZipEnroll if not uploaded) Optional - Track your Estimated Commissions Enter your commission methods & values. 6

7 SET up your Book of Business STEP 1 - Understanding your Book of Business Home Page 7

8 SET up your Book of Business STEP 1 continued- Understanding your Book of Business Home Page Menu Bar ZipEnroll click on this from any screen and it will bring you back to your Book of Business. Knowledge Base - The Knowledge Base is an online tutorial for the ZipEnroll product and more. Language Flags - Select to view your screen in either English or Spanish. Broadcast System Bell The broadcast system is a messaging system for important notifications concerning system upgrades, downtimes, CMS (HC.gov) issues, etc. The BenefitNext team will use this frequently to communicate information to you. If you have a RED number beside the bell, you will have a new message(s) waiting for you. 8

9 SET up your Book of Business STEP 1 continued- Understanding your Book of Business Home Page Phases of Enrollment (Filters) Contact Info Collected Households in this phase have provided basic information including their name, phone, , income, interest in ancillary products, and birthdays of family members needing coverage. Shopping Plans Households in this phase have clicked on the SHOPPING PLANS tab and have viewed their ESTIMATED subsidy, CSR, and plans available to their household. ACA Application Started- Households in this phase have redirected to HC.gov to verify their eligibility. Eligibility Received Households in this phase have returned from HC.gov with their verified eligibility. Their full contact information has been populated into your Book of Business, subsidy and CSR benefits as determinted by CMS based on the information entered on HC.gov. Enrolled Households in this phase have clicked on the ENROLL button and are enrolled in a QHP. Payment Made - Households in this phase have made their first payment and been noted by the Agent as doing so in the Account Management of the household. 9

10 SET up your Book of Business STEP 1 continued- Understanding your Book of Business Home Page Customizing your Book of Business Grid By clicking on the Menu bar on the right side of your Book of Business Grid, you may customize the view of your Household display. Turn columns on and off checking or unchecking a column name. Be sure and SAVE CHANGES to set your default view. Column Dropdown List - Click on the down arrow on each column to rearrange the order of your columns by using the PIN feature or sort the Household grid by that particular column. Note, you may also filter your Book of Business by typing into the white box under many of the headings. 10

11 SET up your Book of Business STEP 2 - BUILD your Book of Business ADD a New Household Click on the Add New Household button and enter all of the required information for the household. IMPORT Household from a census file If an export file was presented to BenefitNext you will see your households already imported in your Book of Business. If you wish to import a file, please contact helpdesk@sunshinelifehealth.com for further instruction. Please do not attempt to load a data file without instruction. Share your Consumer Link (click on the dropdown list by your name and select Account Settings/Account Details. Go down to the Consumer Link section and click on the pencil to copy the full URL to your Consumer Link into your clip board. Easily paste the copied link into an or link to a button on your website) Attach link to and send to prospecting clients Share your link on all of your social media accounts Attach your link to a button on your website NOTE - As soon as an Applicant enters into your Consumer Link you will immediately see their Household in your Book of Business. An is sent directly to the Consumer with their personal link to continue shopping or update their user details. The Consumer Link URL will also be stored in the comment field under Account Management with the date and time it was sent. 11

12 STEP 3 - Manage your Book of Business Manage Records Drop Down List Add Selected to 2017 BoB Select Coverage Year 2016 Check mark all of the households on your Book of Business that you wish to copy and click on Add Selected to 2017 BoB found in the Manage Records drop down list. When you change the Coverage Year to 2017, the households selected will be available for you to process for the upcoming year. Import Census File Imports done by BenefitNext. Please contact support@benefitnext.com for additional info. Archive Selected Check mark household(s) that you wish to Archive, they are not deleted, they are just hidden from your Book of Business. Restore Selected Click on the Show Archive button to see households that you have Archived. You may check mark any of them and select Restore Selected to move them back into your Book of Business. Delete Selected Select household records that you wish to remove and click Delete Selected. Use this carefully! 12

13 STEP 3 - Manage your Book of Business Manage s Drop Down List Consumer Link Click on Consumer Link , enter as many s as you wish, customize the and send. Your client(s) will be sent their own personal link to your Consumer Link(s). Any updates they make to their Account Details or Favorites saved on the Shopping plans screen will be immediately able to be viewed from your Book of Business. Follow up Select households from your Book of Business by clicking the check mark to the left of their name, then click Manage s, Follow-up and write a customized to your client directly from your Book of Business. Login to HC.gov This button can be used to log in directly to your Broker Portal into HC.gov. You may look up information, upload documents, and Make First Payment (if available by the Carrier) all from this button. 13

14 ENROLL your Applicants in the perfect plan. METHOD 1 - Process Applicants via side by side meeting or call Add a New Household Enter Basic Information about the Household 14

15 ENROLL your Applicants in the perfect plan. METHOD 1 continued - Process Applicants via meeting or call VERIFY their ELIGIBILITY. This function will REDIRECT you to HC.gov through your Broker Portal. You will look up their current application and/or start a new 2017 application. After the eligibility has been determined, based on the questions and answers provided to CMS, you will VIEW the Eligibility Letter (be sure and save a copy to attach under the household Account Management section) and RETURN TO PARTNER WEBSITE. When you return the Eligibility will be refreshed with the VERIFIED ELIGIBILITY, SUBSIDY and CSR as determined by CMS. You are now ready to further discuss the plans with the consumer and make a plan selection. 15

16 ENROLL your Applicants in the perfect plan. METHOD 1 continued - Process Applicants via meeting or call SELECT YOUR PLAN. By clicking on the ENROLL button on the plan tier, you will be enrolling the client in the chosen plan. You will be presented an Attestation that you will need to discuss with your client and they will need to AGREE to continue with the enrollment. Select APTC amount to be applied to the enrollment and Verify the Agent NPN that will be sent along with the enrollment. 16

17 ENROLL your Applicants in the perfect plan. METHOD 1 continued - Process Applicants via meeting or call ENROLLMENT COMPLETE Once the APTC is applied, the ENROLLMENT is sent directly to CMS and you will receive back an ENROLLMENT COMPLETE notification within seconds. If an error occurs during this process, please support@benefitnext.com and provide your name, the household name and plan id your are trying to enroll the household in and we will research the problem for you. 17

18 ENROLL your Applicants in the perfect plan. METHOD 1 continued - Process Applicants via meeting or call Update Application use this button to UPDATE an existing application on HC.gov. Account Management use this button to access the Agents tool box where you may add notes, upload documents, view favorites, etc. 18

19 ENROLL your Applicants in the perfect plan. METHOD 2 - Process Applicants via meeting or call with ZipApp Applicant enters through your Consumer Link and Shops Plans available to them Applicant selects PLAN they wish to ENROLL in by clicking the Ready to Enroll Button. That plan is SAVED as a Favorite under their Account Management tab found on the Household Details Page. The Consumer is saved in your Book of Business in RED. If the Applicant agrees to complete the ZipApp, they are asked a series of questions to assist in gathering detailed information needed to process the application. All of the questions on HC.gov are not asked but the majority of the ones that might require research are asked so that this task may be completed BEFORE the side by side enrollment is done with the Agent. A ZipApp document is SAVED under the Applicant household details (click on Applicant name on Book of Business) in ACCOUNT MANAGEMENT/Documents and the Applicant name is turned BOLD RED for you to easily see. You will also be sent an stating that you have a ZipApp waiting for you and you need to contact the Applicant to process the enrollment immediately. Advisor processes application through ZipEnroll, side and side with the Consumer as detailed in Method 1. 19

20 ENROLL your Applicants in the perfect plan. METHOD 3 Process Applicants through CMS Direct Link (Click on the dropdown list by your name. Select Account Settings/Account Details/Click CMS Redirect under Consumer Link) Applicant enters through your Consumer Link and Shops Plans available to them Applicants reviews PLANS available to them and may click ENROLL to start the unassisted application process. Applicant is redirected to hc.gov to complete application on their own. We lose communication on this enrollment and your NPN may or may not be associated with the enrollment because it is the requirement of the Consumer to state they are working with you and enter your NPN. Your Book of Business is NOT updated with the enrollment information. 20

21 NOTE: The examples shown in the video s below are NOT real people or address. They are made up for demonstration purposes only. Watch a LIVE Sample Enrollment HERE! Watch a video of How to Upload Documents & Make First Payment HERE! Watch an Update of a Completed Enrollment HERE! 21

22 WE ARE HERE TO SUPPORT YOU! Need Assistance? Contact the Support Desk Voice or Text available at (239) We, at BenefitNext, appreciate your business. 22