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Your go-to for how-to

We’re delivering digital access that’s designed to keep things simple for you, your small business clients, and their employees. To help you make the most of your access, we’ve compiled a few how-to resources so you can do more in less time and achieve your growth goals.

Quote

Now, you can quote on your schedule, not ours. Compare plan options, adjust plan features, and get the right recommendation in front of clients, with less back and forth. 

Setup

Streamlined data gathering ensures onboarding moves as quickly as you and your clients need it to. Simple and easy enrollment uploads, electronic signatures on required forms, self-enrollment options — all done online.

More How To's

With straight-through processing from quote-to-claim, your digital access gives you a whole new way to manage your small business block of business.

Billing

Deliver must-have billing options for busy small business owners, including the flexibility to pay by credit card or EFT.

Online SOH

The SOH process is 100% online, making submissions and processing quick and easy.