Instructions for Adding Product and Sending Sold Group Submissions

Using FormFire™

February 9, 2017

February 9, 2017

Timeline for Submitting a Sold Group

• Day One o Broker finalizes sale with Client

• Day Two o Broker Assigns Plans

o Broker sets enrollment period, directs employees to select plan(s)

• Day Five o Employee enrollment closes

• Beyond Day Five o Broker submits sold documentation via FormFire

Assigning a Plan

February 9, 2017

February 9, 2017

Adding Product to Group

• Sell (plan selection) is used after carrier plans are

quoted

• Sell captures carrier-specific final employee enrollment

applications

• Sell includes an online employee shopping platform for

health benefits including medical, dental, vision and life

insurance

February 9, 2017

Step 1: Update Enrollment Dates

• Location: Client Dashboard > Find Client > Select Orange Box > Client Details

• Under Client Details, reset the Enrollment Start to the date you’d like employees to begin making their plan selections

• Reset the Enrollment End Date to the date you’d like to end the enrollment period

Please note: Failing to complete this step could compromise your entire submission

February 9, 2017

Step 2: Assign Plan

• Location: Client Dashboard > Find Client > Select

Orange Box > Assign Plans > Assign Plan

Click here

to pull up

the list of

plans

available

to choose

one or

February 9, 2017

Assign Plan continued

• Under Carrier, select Medical Mutual COSE MEWA to narrow results to COSE MEWA plans

• Select the plan you wish to add and click Next at the bottom of the page

• If there are old plans listed in the group, select the plan and then select Remove Plan

February 9, 2017

Step 3: Customize Plan Option

• Create an Original Plan Name (like ‘Base Plan’ or ‘Buy Up

Plan’) and Custom Plan Description that employees will see

when they complete the interview

• If nothing is added, the original plan name and description will

remain the default text

• Click Finish to return back to the Assign Plans screen.

• Click Cancel to return back to the list of plans without saving

your changes

February 9, 2017

Step 4: Turn On Plan Selection – Helpful Tips

• Return to Client Details

• Update the pay period if necessary o Options: Bi-Monthly, Monthly, Bi-Weekly or Weekly

• Compare the selected plan details to the quote you

received

• Check for discrepancies and correct before employees

log back in to make elections

• After plans are assigned and updated, employees can

log in to their FormFire accounts and make final

elections out of the available products

February 9, 2017

Plan Selection Report

• Location: Client Dashboard > Find Client > Select

Orange Box > Plan Selection Report

• At any time during or after the final selection process you

can create an excel report of selections and relevant

employee data

• FormFire recommends downloading and storing this in

the document center for a history of the elections made

during the open enrollment process

Sending a Sold Group

February 9, 2017

February 9, 2017

Sending a Sold Group

• Location: Client Dashboard > Find Client > Select Orange Box > Send Forms

• Submission Type: Select Sold Group

• Carrier: Select Medical Mutual COSE MEWA

• Form: Select COSE MEWA EE App

• Select any Coverage Lines to include

• Attach Files by selecting the box next to all additional attachments from your Document Center you wish to include with your submission

• Employer Form: Select COSE HWT ER App

• Recipient: Underwriter information is prefilled and unable to be altered

• Click Send Forms to submit to carrier

Reminder: The Medical Mutual excel census automatically populates under

the Attached Files section and is preselected to send with your submission

February 9, 2017

Sold Group Checklist

COSE MEWA employee applications

COSE MEWA employer application and participation agreement

Active COSE Membership Number or Affiliate Chamber Membership Number

Sold Proposal/Funding Rates

Prior Carrier invoice

Most recent Quarterly Wax & Tax Statement

Deductible credit information

COBRA addendum waiver (if applicable)

Medicare Exception Request forms (if applicable)

Medical Mutual HRA Selection form checklist

Medical Mutual HSA Account Setup forms

Electronic Funds Transfer (EFT) banking form