The "Invite Employer Group Admin" feature is your first step in the Enrollment Checklist! This feature allows the broker to send the employer a link to their own portal where they can fill out and e-sign the group application, as well as, send out invitations to employees for access to their portal.
1. Click on "Send Invite"
2. Fill in the employer group admin's name and email address, then click "Send Invitation." After you send the invitation, you will see the employer admin's progress in your enrollment checklist updated in real time.
3. The Employer Group Admin will receive an email. Have them click "Sign In".
4. Once they click "Sign In," they will be taken to a page to create a password to access their portal:
5. The employer group admin's portal looks similar to the broker portal, but it only has access to the group application and the invite employee feature: