Contact Us FAQ Help E-Sales Tools Home Logout
E-Sales Tools Home > Enrollment Home > Task List
Go
Account Name:
Angelo's Deli Account #: 362540 Case #: 1234
Broker: Joe Scott General Agent: Chicagoland Insurance Services, Inc.
Sales Rep: Jane Brown        
Enrollment Task List
Step 1: Document Inventory Optional/Mandatory
Log Package Mandatory
Group Documents Mandatory
Step 2: Account Data Entry Optional/Mandatory
  Account Addition Mandatory
  Account Number Reservation Mandatory
  Account Details Mandatory
  Account Address Mandatory
  Account Billing Address Optional
  Account Affiliate Address Optional
  Account Product Selection Mandatory
  Life Options Mandatory
  BAE: Employer Group Information Part A Mandatory
  BAE: Employer Group Information Part B Mandatory
  BAE: Employer Group Information C&D Optional
Step 3: Employee Data Entry Optional/Mandatory
Employee Information (First Time, Partial, Full) Mandatory
Step 4: Submit Optional/Mandatory
Submit to BlueCross BlueShield Mandatory